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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1926
Secure Asset Management
Michigan
$448K +$30.7K +905 +7%
B
1927
Bellecapital
Switzerland
$448K +$491K +14,444 New
GIA
1928
GHP Investment Advisors
Colorado
$446K -$4.96K -146 -1%
PIA
1929
Powell Investment Advisors
Florida
$446K +$272 +8 +0.1%
VRM
1930
Vectors Research Management
New York
$444K +$40.8K +1,202 +9%
CFS
1931
CRA Financial Services
New Jersey
$444K +$67.4K +1,983 +16%
CAW
1932
Cornerstone Advisors (Washington)
Washington
$443K +$124K +3,660 +34%
SAM
1933
SignalPoint Asset Management
Missouri
$442K +$32.6K +961 +7%
XSC
1934
X-Square Capital
Puerto Rico
$441K +$22.8K +672 +5%
BMC
1935
Benin Management Corp
Connecticut
$439K -$8.97K -264 -2%
WI
1936
Wedgewood Investors
Pennsylvania
$439K +$14.3K +421 +3%
CWM
1937
Circle Wealth Management
New Jersey
$439K +$16.4K +483 +4%
FC
1938
Ferris Capital
Massachusetts
$438K -$43.7K -1,287 -8%
BOS
1939
Bingham Osborn & Scarborough
California
$438K -$31.4K -924 -6%
RWMH
1940
Riverpoint Wealth Management Holdings
Illinois
$436K +$478K +14,067 New
SCM
1941
Smith Capital Management
Arkansas
$435K -$6.29K -185 -1%
AWP
1942
Ascent Wealth Partners
New York
$435K -$2.14K -63 -0.4%
ISWM
1943
Independent Solutions Wealth Management
New York
$434K -$57.2K -1,685 -11%
PGA
1944
Portland Global Advisors
Maine
$434K – – –
HIIFS
1945
Harel Insurance Investments & Financial Services
Israel
$432K +$95.3K +2,804 +25%
BRA
1946
Bender Robert & Associates
California
$430K -$8.94K -263 -2%
EIA
1947
Edgemoor Investment Advisors
Maryland
$430K – – –
FIM
1948
Fruth Investment Management
Texas
$429K – – –
AIM
1949
Avity Investment Management
Connecticut
$429K +$3.6K +106 +0.8%
LWA
1950
Lenox Wealth Advisors
New York
$429K +$13.3K +392 +3%
76 77
78
79 80