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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1901
Evermay Wealth Management
Virginia
$547K -$48.9K -1,675 -8%
PFS
1902
Prospect Financial Services
New York
$547K +$85.5K +2,932 +18%
BOPW
1903
Brandywine Oak Private Wealth
Pennsylvania
$546K -$13.7K -468 -2%
CSPAM
1904
Cary Street Partners Asset Management
Virginia
$546K +$36.1K +1,238 +7%
SEIA
1905
Signature Estate & Investment Advisors
California
$545K -$74.6K -2,558 -12%
RL
1906
Rogco LP
Oklahoma
$545K -$28.1K -965 -5%
ORC
1907
O'Rourke & Company
Massachusetts
$544K +$79K +2,709 +17%
AWM
1908
Adams Wealth Management
Utah
$544K -$54.9K -1,882 -9%
CI
1909
CacheTech Inc
Utah
$544K -$54.9K -1,882 -9%
KMWM
1910
Keudell/Morrison Wealth Management
Oregon
$543K +$16.9K +581 +3%
OIS
1911
Okabena Investment Services
Minnesota
$543K +$146 +5 +0%
FWM
1912
Forza Wealth Management
Florida
$543K +$10.6K +365 +2%
PIMG
1913
Patriot Investment Management Group
Tennessee
$543K -$64.1K -2,197 -10%
MSFP
1914
Mark Sheptoff Financial Planning
Connecticut
$542K -$8.75K -300 -2%
EIA
1915
Edgemoor Investment Advisors
Maryland
$542K – – –
TA
1916
TrueWealth Advisors
Alabama
$541K +$14.3K +490 +3%
CFG
1917
Cooper Financial Group
California
$541K -$6.56K -225 -1%
KFA
1918
Krane Funds Advisors
New York
$540K -$58.6K -2,009 -10%
BFO
1919
Biltmore Family Office
North Carolina
$540K +$30.5K +1,045 +6%
BDFN
1920
Bond & Devick Financial Network
Minnesota
$538K +$29.2K +1,000 +6%
FIC
1921
FCG Investment Company
Tennessee
$537K +$110K +3,768 +25%
WC
1922
Waterloo Capital
Texas
$537K -$48.6K -1,665 -8%
GWSG
1923
GPS Wealth Strategies Group
Colorado
$537K -$43.8K -1,501 -7%
SCM
1924
Sterneck Capital Management
Missouri
$536K +$96.4K +3,304 +22%
MMM
1925
Mendel Money Management
Illinois
$535K +$18.1K +620 +3%
75 76
77
78 79