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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1926
Canal Capital Management
Virginia
$1.07M +$1.38K +27 +0.1%
CSB
1927
City State Bank
Iowa
$1.07M +$5.1K +100 +0.5%
MWPCG
1928
Measured Wealth Private Client Group
New Hampshire
$1.07M +$290K +5,696 +39%
KA
1929
Kercheville Advisors
Texas
$1.06M +$4.03K +79 +0.4%
JSW
1930
Journey Strategic Wealth
New Jersey
$1.06M +$28.8K +565 +3%
CA
1931
Crumly & Associates
Illinois
$1.06M +$39.4K +773 +4%
AC
1932
Avestar Capital
New York
$1.06M +$170K +3,331 +20%
BCAM
1933
Boston Common Asset Management
Massachusetts
$1.06M +$86.6K +1,699 +9%
AFA
1934
Arlington Financial Advisors
California
$1.05M +$2.19K +43 +0.2%
AIL
1935
AGF Investments LLC
Ontario, Canada
$1.05M +$637K +12,492 +166%
IFS
1936
Ifrah Financial Services
Arkansas
$1.05M -$19.5K -382 -2%
THWM
1937
Taylor Hoffman Wealth Management
Virginia
$1.05M – – –
CPIA
1938
Cornell Pochily Investment Advisors
New York
$1.04M – – –
NL
1939
NVWM LLC
Pennsylvania
$1.04M +$825K +16,197 +437%
FIM
1940
Fernwood Investment Management
Massachusetts
$1.04M -$118K -2,325 -10%
BFG
1941
Berger Financial Group
Minnesota
$1.04M +$1.43K +28 +0.1%
CCWA
1942
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.04M -$117K -2,290 -10%
DG
1943
DMC Group
Alabama
$1.04M +$34.6K +679 +4%
VCM
1944
Virtue Capital Management
Tennessee
$1.04M -$968K -18,996 -49%
CFO
1945
Collective Family Office
Pennsylvania
$1.04M +$14K +274 +1%
LC
1946
Lincoln Capital
Nebraska
$1.03M – – –
PAIM
1947
Punch & Associates Investment Management
Minnesota
$1.03M -$47K -922 -4%
TAM
1948
Trillium Asset Management
Massachusetts
$1.03M +$12.7K +250 +1%
FWM
1949
Fairhaven Wealth Management
Illinois
$1.03M -$51.8K -1,017 -5%
GAG
1950
GM Advisory Group
New York
$1.03M +$59.8K +1,173 +6%
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78
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