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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
HPWM
1926
Highland Private Wealth Management
Washington
$421K -$14K -385 -3%
HEIP
1927
Hudson Edge Investment Partners
New Jersey
$420K -$107K -2,951 -19%
CMI
1928
Clare Market Investments
Texas
$420K -$106K -2,908 -19%
WA
1929
Waverly Advisors
Alabama
$419K +$26.3K +724 +6%
H
1930
HoyleCohen
California
$418K +$545 +15 +0.1%
CA
1931
Cambridge Advisors
Nebraska
$417K -$5.42K -149 -1%
CAM
1932
Congress Asset Management
Massachusetts
$417K -$3.06K -84 -0.7%
HWA
1933
Heritage Wealth Advisors
Virginia
$416K -$2.49M -68,522 -85%
NCM
1934
Northside Capital Management
Oregon
$416K -$106K -2,926 -19%
NWM
1935
Northwest Wealth Management
Iowa
$416K -$33K -907 -7%
FBA
1936
Front Barnett Associates
Illinois
$415K -$7.67K -211 -2%
JA
1937
JOYN Advisors
Georgia
$414K -$67.4K -1,853 -13%
LSPW
1938
Lake Street Private Wealth
Illinois
$412K -$869K -23,903 -66%
FHC
1939
First Heartland Consultants
Missouri
$411K +$10.8K +296 +3%
TG
1940
TLP Group
Illinois
$410K -$8.24M -226,715 -95%
SIP
1941
Stoneridge Investment Partners
Pennsylvania
$410K +$437K +12,024 New
VWA
1942
V Wealth Advisors
Kansas
$408K +$28.5K +785 +7%
SAM
1943
SignalPoint Asset Management
Missouri
$407K -$23.5K -647 -5%
MSR
1944
Main Street Research
Connecticut
$407K +$6.07K +167 +1%
OFG
1945
OmniStar Financial Group
North Carolina
$405K -$800K -22,001 -65%
KIC
1946
Keating Investment Counselors
Florida
$403K -$115K -3,162 -21%
JCM
1947
Jag Capital Management
Missouri
$403K -$291 -8 -0.1%
RWM
1948
RBA Wealth Management
California
$402K -$276K -7,599 -39%
IWP
1949
Icon Wealth Partners
Texas
$401K +$9.35K +257 +2%
OWA
1950
Outlook Wealth Advisors
Texas
$400K +$245K +6,727 +134%
76 77
78
79 80