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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
WAS
1901
Winch Advisory Services
Wisconsin
$483K +$5.56K +209 +1%
MSWM
1902
McGlone Suttner Wealth Management
Wisconsin
$483K +$46.1K +1,730 +11%
BFWA
1903
Benchmark Financial Wealth Advisors
Florida
$482K +$11.4K +430 +3%
I
1904
INVST
Indiana
$481K -$18.2K -683 -4%
WA
1905
WBH Advisory
Maryland
$479K -$13.4K -504 -3%
LCOV
1906
London Company of Virginia
Virginia
$479K – – –
VCM
1907
Voleon Capital Management
California
$479K +$25.8K +969 +6%
AW
1908
Alteri Wealth
California
$477K -$81.9K -3,077 -15%
IIL
1909
Income Insurance Ltd
$477K – – –
FWP
1910
FAS Wealth Partners
Kansas
$476K +$3.57K +134 +0.8%
GAFA
1911
Garton & Associates Financial Advisors
Kentucky
$476K -$211K -7,943 -32%
GLF
1912
Groupe la Francaise
France
$476K -$37.2K -1,399 -7%
VCP
1913
Verus Capital Partners
Arizona
$476K -$145K -5,465 -24%
NDSI
1914
Newman Dignan & Sheerar Inc
Rhode Island
$475K -$15.1K -569 -3%
FMC
1915
First Merchants Corp
Indiana
$475K -$109K -4,100 -20%
BTD
1916
BankPlus Trust Department
Mississippi
$474K -$1.24M -46,500 -73%
CCWA
1917
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$472K -$126K -4,724 -22%
DC
1918
Defender Capital
North Carolina
$470K – – –
CCM
1919
Chilton Capital Management
Texas
$470K +$7.38K +277 +2%
PWA
1920
Provenance Wealth Advisors
Florida
$470K – – –
MIA
1921
MeadowBrook Investment Advisors
Michigan
$469K -$39K -1,465 -8%
PAM
1922
Peak Asset Management
Colorado
$469K -$256K -9,624 -37%
ZF
1923
Zhang Financial
Michigan
$468K -$12.6K -475 -3%
ITIM
1924
Indiana Trust & Investment Management
Indiana
$468K +$8.39K +315 +2%
AWM
1925
Angeles Wealth Management
California
$468K +$63.3K +2,378 +17%
75 76
77
78 79