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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
PPCM
1926
Pillar Pacific Capital Management
California
$545K +$1.6K +45 +0.3%
BMC
1927
Benin Management Corp
Connecticut
$544K +$28.9K +811 +6%
VF
1928
Virtu Financial
New York
$541K -$801K -22,474 -61%
AIM
1929
Allen Investment Management
New York
$541K -$157K -4,414 -23%
WLIM
1930
White Lighthouse Investment Management
Massachusetts
$541K – – –
SC
1931
SRB Corp
Massachusetts
$540K +$27.2K +763 +6%
WWM
1932
Western Wealth Management
Colorado
$539K -$354K -9,942 -41%
CHA
1933
Carmichael Hill & Associates
Maryland
$537K +$24.7K +693 +5%
MA
1934
Modus Advisors
Minnesota
$537K +$515K +14,458 New
GIA
1935
GHP Investment Advisors
Colorado
$535K +$12.5K +350 +2%
LWMM
1936
Legacy Wealth Management (Mississippi)
Mississippi
$533K +$511K +14,339 New
MWPCG
1937
Measured Wealth Private Client Group
New Hampshire
$531K -$124K -3,475 -20%
PFA
1938
Pathway Financial Advisors
Vermont
$530K +$195K +5,481 +66%
FCFC
1939
First Citizens Financial Corp
Iowa
$528K +$506K +14,217 New
BRA
1940
Bender Robert & Associates
California
$525K – – –
PP
1941
PDS Planning
Ohio
$525K +$42.3K +1,188 +9%
IFG
1942
Investors Financial Group
Minnesota
$524K +$502K +14,097 New
MAWCM
1943
Mine & Arao Wealth Creation & Management
California
$524K +$502K +14,100 New
QWM
1944
QP Wealth Management
New Jersey
$524K +$531K +14,908 New
BCA
1945
Bay Colony Advisors
Massachusetts
$523K -$419K -11,757 -46%
CWP
1946
Capital Wealth Planning
Florida
$520K +$88.8K +2,494 +22%
GEA
1947
Glen Eagle Advisors
New Jersey
$520K +$85.5K +2,399 +21%
RWM
1948
RKL Wealth Management
Pennsylvania
$519K +$6.66K +187 +1%
ESBC
1949
E.S. Barr & Co
Kentucky
$518K – – –
KWMG
1950
King Wealth Management Group
Florida
$517K -$28.7K -806 -5%
76 77
78
79 80