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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
4A
1926
4Wealth Advisors
Illinois
$390K -$13.1K -499 -3%
OIC
1927
Orion Investment Company
Missouri
$390K – – –
IP
1928
Investment Partners
Ohio
$390K +$2.88K +110 +0.7%
PWAM
1929
Pinnacle West Asset Management
Wyoming
$389K – – –
CST
1930
Charles Schwab Trust
Nevada
$388K +$168K +6,419 +66%
SFC
1931
SYM Financial Corp
Indiana
$388K +$175K +6,696 +71%
EW
1932
Element Wealth
Mississippi
$386K -$5.08K -194 -1%
BCA
1933
Bay Colony Advisors
Massachusetts
$386K +$87.9K +3,359 +27%
WEG
1934
World Equity Group
Illinois
$386K +$21.2K +810 +5%
TVPW
1935
Third View Private Wealth
Connecticut
$386K -$14.5K -555 -3%
OC
1936
OceanIQ Capital
California
$385K +$379K +14,479 New
MCM
1937
Marathon Capital Management
Maryland
$385K -$9.08K -347 -2%
PA
1938
PFG Advisors
Arizona
$385K -$63K -2,407 -13%
JTWM
1939
Jackson Thornton Wealth Management
Alabama
$384K +$33.8K +1,294 +9%
VCP
1940
Verus Capital Partners
Arizona
$383K -$27.2K -1,038 -6%
WI
1941
WrapManager Inc
California
$382K +$415K +15,875 New
TLCM
1942
Twin Lakes Capital Management
California
$382K -$3.79K -145 -0.9%
RWM
1943
RKL Wealth Management
Pennsylvania
$382K +$23.6K +902 +6%
CPA
1944
Capital Performance Advisors
California
$381K -$114K -4,351 -22%
NFG
1945
Nadler Financial Group
Illinois
$381K -$5.05K -193 -1%
TAM
1946
Trillium Asset Management
Massachusetts
$380K – – –
HAM
1947
Harmony Asset Management
Arizona
$380K -$40.9K -1,565 -9%
CIG
1948
Cullen Investment Group
Louisiana
$380K -$8.55K -327 -2%
AIP
1949
Avail Investment Partners
Pennsylvania
$379K +$193K +7,378 +88%
FIC
1950
FCG Investment Company
Tennessee
$378K +$411K +15,702 New
76 77
78
79 80