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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
1926
Cypress Wealth Services
California
$429K -$26.1K -1,034 -6%
PA
1927
PFG Advisors
Arizona
$428K -$118K -4,695 -21%
ZF
1928
Zhang Financial
Michigan
$427K -$1.72K -68 -0.4%
ZAM
1929
Zevin Asset Management
Massachusetts
$426K -$75.7K -3,000 -15%
GSIAS
1930
Garden State Investment Advisory Services
New Jersey
$426K -$58.1K -2,302 -12%
TA
1931
TrueWealth Advisors
Alabama
$426K +$158K +6,263 +58%
HAM
1932
Harmony Asset Management
Arizona
$426K +$5.65K +224 +1%
LCOV
1933
London Company of Virginia
Virginia
$425K -$415K -16,444 -49%
WAS
1934
Winch Advisory Services
Wisconsin
$423K -$27.2K -1,078 -6%
IIL
1935
Income Insurance Ltd
$423K +$428K +16,986 New
MCM
1936
Marathon Capital Management
Maryland
$423K -$1.31K -52 -0.3%
TCM
1937
Teza Capital Management
Illinois
$421K +$427K +16,923 New
NFSG
1938
Newbridge Financial Services Group
Florida
$421K +$53.3K +2,113 +14%
FWP
1939
FAS Wealth Partners
Kansas
$419K +$62.1K +2,462 +17%
SWA
1940
Sightline Wealth Advisors
Connecticut
$419K +$32.2K +1,277 +8%
CA
1941
COFG Advisors
Illinois
$418K +$423K +16,786 New
EW
1942
Elyxium Wealth
California
$418K -$137K -5,446 -24%
DC
1943
Defender Capital
North Carolina
$417K +$422K +16,735 New
WTB
1944
Washington Trust Bank
Washington
$417K -$25 -1 -0%
BFWA
1945
Benchmark Financial Wealth Advisors
Florida
$416K -$55.5K -2,200 -12%
PWA
1946
Provenance Wealth Advisors
Florida
$416K – – –
CIM
1947
CIM Investment Management
Pennsylvania
$416K – – –
IIC
1948
Ironwood Investment Counsel
Arizona
$416K -$3.93K -156 -0.9%
OC
1949
Oakworth Capital
Alabama
$416K -$17.6K -699 -4%
NFG
1950
Nadler Financial Group
Illinois
$415K -$113K -4,483 -21%
76 77
78
79 80