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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
TLCM
1951
Twin Lakes Capital Management
California
$716K +$3.74K +96 +0.5%
HPIA
1952
Hamilton Point Investment Advisors
North Carolina
$716K -$10.6K -272 -1%
PCM
1953
Perritt Capital Management
Illinois
$716K – – –
RDFA
1954
Ritter Daniher Financial Advisory
Ohio
$715K – – –
FP
1955
Financial Perspectives
Minnesota
$714K +$662 +17 +0.1%
SXL
1956
Summit X LLC
Missouri
$714K +$24.7K +635 +3%
OA
1957
Oxbow Advisors
Texas
$714K +$24K +617 +3%
AC
1958
Allstate Corporation
Illinois
$714K -$5.37K -138 -0.7%
FWA
1959
FSC Wealth Advisors
New York
$712K +$40.6K +1,043 +6%
AP
1960
Atwood & Palmer
Missouri
$712K +$62.3K +1,600 +9%
MTIC
1961
Missouri Trust & Investment Company
Missouri
$711K +$12.6K +324 +2%
WDG
1962
Wealth Dimensions Group
Ohio
$710K +$22.1K +568 +3%
GCM
1963
Gibraltar Capital Management
Oklahoma
$710K +$4.67K +120 +0.6%
SFB
1964
STAR Financial Bank
Indiana
$709K -$4.98K -128 -0.7%
WP
1965
Westmount Partners
California
$708K +$1.79K +46 +0.2%
IFS
1966
Ifrah Financial Services
Arkansas
$706K +$3.04K +78 +0.4%
JSW
1967
Journey Strategic Wealth
New Jersey
$705K -$318K -8,167 -30%
AIA
1968
Angeles Investment Advisors
California
$705K +$56.1K +1,442 +8%
MCM
1969
Monument Capital Management
Virginia
$704K +$270K +6,937 +57%
IWP
1970
Icon Wealth Partners
Texas
$704K +$8.52K +219 +1%
WA
1971
WP Advisors
California
$702K -$221K -5,681 -23%
LA
1972
Latitude Advisors
Florida
$702K +$251K +6,460 +51%
ATWA
1973
Arbor Trust Wealth Advisors
Michigan
$701K -$4.98K -128 -0.7%
AIM
1974
Aspen Investment Management
Michigan
$701K – – –
SAM
1975
Seelaus Asset Management
New Jersey
$700K -$106K -2,720 -12%
77 78
79
80 81