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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
1926
Montgomery Investment Management
Maryland
$504K -$8.14K -300 -2%
GWAG
1927
Garrett Wealth Advisory Group
Texas
$502K -$26.3K -970 -5%
ERWM
1928
Elk River Wealth Management
Colorado
$501K -$59.7K -2,200 -10%
AA
1929
Alta Advisers
United Kingdom
$499K +$81.7K +3,012 +19%
SEIA
1930
Signature Estate & Investment Advisors
California
$498K -$1.84K -68 -0.4%
RWP
1931
Revolve Wealth Partners
New Jersey
$498K +$56.6K +2,087 +13%
EIA
1932
Edgemoor Investment Advisors
Maryland
$497K – – –
AWM
1933
Angeles Wealth Management
California
$496K +$78.2K +2,882 +18%
IFS
1934
Ifrah Financial Services
Arkansas
$495K +$8.71K +321 +2%
MMM
1935
Mendel Money Management
Illinois
$495K +$4.61K +170 +0.9%
PPW
1936
Parcion Private Wealth
Washington
$494K +$40.5K +1,493 +9%
BFO
1937
Biltmore Family Office
North Carolina
$492K -$3.09K -114 -0.6%
CWP
1938
Core Wealth Partners
California
$491K +$30.2K +1,115 +6%
FP
1939
Financial Perspectives
Minnesota
$490K -$16.4K -604 -3%
IGAM
1940
iA Global Asset Management
Quebec, Canada
$490K – – –
SIA
1941
SeaBridge Investment Advisors
New Jersey
$489K -$44.9K -1,654 -8%
SW
1942
SteelPeak Wealth
California
$488K -$4.2M -154,915 -89%
MA
1943
MKT Advisors
California
$488K -$57.1K -2,104 -10%
TBNY
1944
Trustco Bank (New York)
New York
$487K -$32.5K -1,199 -6%
VPF
1945
Vantage Point Financial
Illinois
$485K +$496K +18,293 New
TIA
1946
Trust Investment Advisors
Indiana
$485K -$717K -26,439 -59%
HCM
1947
Hall Capital Management
Rhode Island
$484K +$495K +18,239 New
GSEP
1948
Golden State Equity Partners
California
$483K -$533K -19,658 -52%
FGP
1949
Freestone Grove Partners
California
$481K +$492K +18,134 New
CPBTD
1950
Central Pacific Bank - Trust Division
Hawaii
$481K +$240K +8,832 +95%
76 77
78
79 80