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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
PBT
1951
Pictet Bank & Trust
Bahamas
$476K -$440K -10,981 -48%
CF
1952
Copperwynd Financial
Arizona
$475K -$39.6K -989 -8%
BMCM
1953
Bryn Mawr Capital Management
Pennsylvania
$475K -$30.2K -754 -6%
GWS
1954
Glassman Wealth Services
Virginia
$473K +$51.3K +1,282 +12%
GBBWRPM
1955
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$471K -$163K -4,060 -26%
CCWA
1956
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$469K -$18.5K -461 -4%
SAM
1957
SignalPoint Asset Management
Missouri
$469K +$2.04K +51 +0.4%
HHAA
1958
Henry H. Armstrong Associates
Pennsylvania
$468K +$12.5K +312 +3%
CFG
1959
Cooper Financial Group
California
$466K -$42.4K -1,058 -8%
LC
1960
Lincoln Capital
Nebraska
$466K -$13.7K -342 -3%
BB
1961
Bell Bank
North Dakota
$465K -$3.29M -82,187 -88%
BWM
1962
BigSur Wealth Management
Florida
$465K – – –
WIM
1963
Wittenberg Investment Management
Massachusetts
$464K – – –
RA
1964
Rational Advisors
New York
$463K -$1.73M -43,104 -79%
DSN
1965
D. Scott Neal
Kentucky
$463K +$3.56K +89 +0.8%
SG
1966
StoneX Group
New York
$462K +$87.2K +2,178 +23%
HPWM
1967
Highland Private Wealth Management
Washington
$460K +$47.6K +1,188 +12%
MCM
1968
Marathon Capital Management
Maryland
$459K +$1.08K +27 +0.2%
WC
1969
Whitney & Co
New York
$459K +$478K +11,924 New
CII
1970
Capital International Inc
California
$458K +$455K +11,373 New
GEA
1971
Glen Eagle Advisors
New Jersey
$455K +$26.2K +654 +6%
FAM
1972
Fenimore Asset Management
New York
$453K – – –
VFP
1973
Verus Financial Partners
Virginia
$452K +$14.9K +371 +3%
JF
1974
JSF Financial
California
$449K -$18.2K -455 -4%
AWA
1975
AmeriServ Wealth Advisors
Pennsylvania
$446K -$93.5K -2,335 -17%
77 78
79
80 81