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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
MMM
1876
Mendel Money Management
Illinois
$443K -$9.33K -400 -2%
WCM
1877
Wellington Capital Management
Maryland
$442K +$425K +18,242 New
FB
1878
First Bancorp
Maine
$442K +$26.7K +1,145 +7%
MFS
1879
Miller Financial Services
Michigan
$441K +$19.4K +830 +5%
BHWM
1880
Beaird Harris Wealth Management
Texas
$439K +$316K +13,550 +296%
MWA
1881
Medallion Wealth Advisors
Connecticut
$439K +$25.6K +1,098 +7%
RWM
1882
Revisor Wealth Management
Ohio
$439K +$397K +17,033 New
TCM
1883
Triumph Capital Management
Colorado
$439K +$221K +9,466 +110%
GM
1884
GeoWealth Management
Illinois
$437K +$142K +6,101 +51%
HPM
1885
Hoxton Planning & Management
West Virginia
$437K -$156K -6,710 -27%
GB
1886
Goepper Burkhardt
South Carolina
$436K +$420K +17,994 New
RWP
1887
Revolve Wealth Partners
New Jersey
$435K +$34.4K +1,475 +9%
IP
1888
Investment Partners
Ohio
$434K -$39.9K -1,713 -9%
NCM
1889
Next Capital Management
New York
$434K +$104K +4,478 +33%
BAG
1890
Bridgewealth Advisory Group
California
$434K +$417K +17,899 New
MTIM
1891
Marathon Trading Investment Management
Pennsylvania
$433K +$417K +17,880 New
CWG
1892
Cornerstone Wealth Group
North Carolina
$433K +$20.5K +881 +5%
JMFC
1893
J.M. Forbes & Co
Massachusetts
$433K -$51.5K -2,209 -11%
BWM
1894
BankPlus Wealth Management
Mississippi
$432K +$32K +1,371 +8%
RMCM
1895
Reynders McVeigh Capital Management
Massachusetts
$432K -$37.5K -1,606 -8%
CPA
1896
Court Place Advisors
Maryland
$432K – – –
WIM
1897
Westside Investment Management
California
$431K +$28.1K +1,205 +7%
CFG
1898
Copley Financial Group
California
$430K -$118K -5,042 -22%
BIG
1899
Brookwood Investment Group
Arizona
$430K +$204K +8,750 +97%
MIM
1900
Montgomery Investment Management
Maryland
$429K -$18.7K -800 -4%
74 75
76
77 78