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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
1926
EverSource Wealth Advisors
Alabama
$536K -$58.4K -1,931 -9%
1IA
1927
1620 Investment Advisors
Massachusetts
$536K +$9.37K +310 +2%
ECG
1928
Edge Capital Group
Georgia
$535K -$131K -4,338 -19%
OLA
1929
Oliver Luxxe Assets
New Jersey
$534K – – –
SFP
1930
Sweet Financial Partners
Minnesota
$533K +$238K +7,858 +74%
PCM
1931
Princeton Capital Management
New Jersey
$531K -$79.6K -2,634 -12%
KJWM
1932
Kiley Juergens Wealth Management
Washington
$531K -$184K -6,077 -25%
NF
1933
Norwood Financial
Pennsylvania
$530K -$9.07K -300 -2%
AFG
1934
Atomi Financial Group
New York
$530K +$134K +4,444 +32%
SWMP
1935
Signature Wealth Management Partners
New Jersey
$530K -$18.3K -607 -3%
LCM
1936
Lazari Capital Management
California
$528K -$30.2K -1,000 -5%
HHAA
1937
Henry H. Armstrong Associates
Pennsylvania
$527K -$178K -5,873 -24%
MPPW
1938
Mitchell & Pahl Private Wealth
Oklahoma
$527K -$79.1K -2,616 -13%
IFS
1939
Ifrah Financial Services
Arkansas
$526K -$29.7K -984 -5%
AIM
1940
Aspen Investment Management
Michigan
$525K -$18.7K -620 -3%
KMWM
1941
Keudell/Morrison Wealth Management
Oregon
$525K -$247K -8,172 -31%
MWA
1942
Meridian Wealth Advisors
Texas
$524K -$71.9K -2,377 -12%
MKC
1943
M. Kraus & Co
Vermont
$524K -$7.41K -245 -1%
FWA
1944
FSM Wealth Advisors
Ohio
$523K +$151 +5 +0%
AP
1945
Appleton Partners
Massachusetts
$523K -$89.7K -2,966 -14%
CG
1946
Clarus Group
Texas
$523K -$2.36K -78 -0.4%
CWM
1947
Curi Wealth Management
North Carolina
$523K -$129K -4,278 -19%
CBNLCF
1948
Cognios Beta Neutral Large Cap Fund
Kansas
$520K +$22.3K +739 +4%
CFS
1949
CRA Financial Services
New Jersey
$520K -$22.8K -755 -4%
ANB
1950
Amarillo National Bank
Texas
$519K -$1.15M -37,902 -68%
76 77
78
79 80