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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
ASBI
1926
American State Bank (Iowa)
Iowa
$619K +$28.9K +813 +5%
RGC
1927
Roberts, Glore & Co
Illinois
$618K +$42.6K +1,200 +8%
GAMC
1928
Garner Asset Management Corp
Texas
$618K +$96.9K +2,730 +19%
CPA
1929
Clear Perspective Advisors
Illinois
$618K +$157K +4,426 +35%
UF
1930
Univest Financial
Pennsylvania
$617K +$51.7K +1,455 +9%
AIM
1931
Allen Investment Management
New York
$615K -$105K -2,966 -15%
HFG
1932
Heron Financial Group
New York
$612K -$1.6K -45 -0.3%
LI
1933
Lafayette Investments
Maryland
$611K – – –
MPIA
1934
Mountain Pacific Investment Advisers
Idaho
$610K +$38.5K +1,085 +7%
BI
1935
Ballast Inc
Kentucky
$610K +$157K +4,414 +35%
EWA
1936
Encompass Wealth Advisors
Oregon
$609K +$75.8K +2,136 +16%
LRIC
1937
Long Road Investment Counsel
Michigan
$608K – – –
PP
1938
PDS Planning
Ohio
$605K +$4.72K +133 +0.8%
CAGAS
1939
Capital Advisory Group Advisory Services
Minnesota
$604K -$5.11K -144 -0.9%
WTFG
1940
Wells Trecaso Financial Group
Ohio
$602K +$4.08K +115 +0.7%
BAM
1941
Blueshift Asset Management
New Jersey
$600K -$6.25M -176,105 -91%
AWCI
1942
Alpine Woods Capital Investors
New York
$600K -$13.2K -373 -2%
HHGA
1943
Halbert Hargrove Global Advisors
California
$598K +$5.11K +144 +0.9%
SSW
1944
Smith Shellnut Wilson
Mississippi
$596K -$82.7K -2,329 -12%
CAM
1945
Campion Asset Management
Virginia
$590K +$579K +16,294 New
APW
1946
Acima Private Wealth
Virginia
$589K – – –
TCBWMS
1947
Texas Capital Bank Wealth Management Services
Texas
$588K -$1.24M -35,052 -68%
TCWM
1948
Total Clarity Wealth Management
Illinois
$587K -$46.1K -1,297 -7%
BAAM
1949
Baker Avenue Asset Management
California
$586K +$12.5K +353 +2%
WCM
1950
Weik Capital Management
Pennsylvania
$585K +$56.5K +1,590 +11%
76 77
78
79 80