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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
1926
Lazari Capital Management
California
$642K -$117K -3,322 -15%
FAG
1927
Fortitude Advisory Group
Washington
$642K +$128K +3,607 +23%
SAM
1928
Sawgrass Asset Management
Florida
$641K -$324K -9,170 -32%
NICM
1929
Neo Ivy Capital Management
New York
$641K +$683K +19,328 New
FPF
1930
First Pacific Financial
Washington
$640K -$21.7K -613 -3%
RDFA
1931
Ritter Daniher Financial Advisory
Ohio
$639K -$7.96K -225 -1%
GCA
1932
Gradient Capital Advisors
California
$639K -$17.2K -487 -2%
IFS
1933
Ifrah Financial Services
Arkansas
$639K +$177 +5 +0%
CCWA
1934
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$639K -$42.6K -1,204 -6%
WDG
1935
Wealth Dimensions Group
Ohio
$638K -$4.31K -122 -0.6%
MCWS
1936
McKinley Carter Wealth Services
West Virginia
$637K -$1.58M -44,548 -70%
GI
1937
Gradient Investments
Minnesota
$636K -$49.4K -1,397 -7%
CAI
1938
Capital Advisors Inc
Oklahoma
$636K -$31.2M -883,527 -98%
KFA
1939
Krane Funds Advisors
New York
$633K +$76.5K +2,162 +13%
MWA
1940
Monograph Wealth Advisors
California
$633K +$37.1K +1,050 +6%
RVPG
1941
Relative Value Partners Group
$633K +$203K +5,754 +43%
TAM
1942
Tucker Asset Management
Colorado
$633K +$247K +6,996 +58%
SWMP
1943
Signature Wealth Management Partners
New Jersey
$630K +$60.1K +1,700 +10%
EI
1944
Ellevest Inc
New York
$629K +$51.2K +1,449 +8%
BEI
1945
Benjamin Edwards Inc
Missouri
$629K +$54.2K +1,534 +9%
HA
1946
Harbor Advisors
Florida
$629K – – –
MIM
1947
MTM Investment Management
South Carolina
$629K +$1.98K +56 +0.3%
GAG
1948
GM Advisory Group
New York
$628K -$72.9K -2,061 -10%
AIM
1949
Aspen Investment Management
Michigan
$625K -$8.84K -250 -1%
CFS
1950
CRA Financial Services
New Jersey
$624K -$2.44K -69 -0.4%
76 77
78
79 80