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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
NBT
1951
Northwest Bank & Trust
Iowa
$503K -$25.3K -911 -4%
RIA
1952
Richwood Investment Advisors
Ohio
$502K -$56.4K -2,031 -10%
CIM
1953
CIM Investment Management
Pennsylvania
$500K – – –
HHAA
1954
Henry H. Armstrong Associates
Pennsylvania
$500K -$8.32K -300 -2%
AIM
1955
Aspen Investment Management
Michigan
$500K -$6.94K -250 -1%
CCI
1956
Credit Capital Investments
New Jersey
$500K – – –
GWA
1957
Gratus Wealth Advisors
Virginia
$499K +$219K +7,903 +67%
MAM
1958
MMA Asset Management
Pennsylvania
$499K +$206K +7,409 +72%
DC
1959
Defender Capital
North Carolina
$498K +$555 +20 +0.1%
RWP
1960
Revolve Wealth Partners
New Jersey
$498K -$32.5K -1,172 -6%
ANB
1961
Amarillo National Bank
Texas
$498K -$2.77K -100 -0.6%
GTAM
1962
Global Trust Asset Management
Florida
$497K -$374K -13,474 -43%
SWMP
1963
Signature Wealth Management Partners
New Jersey
$497K -$13.9K -500 -3%
MWM
1964
Modern Wealth Management
Kansas
$497K +$284K +10,242 +134%
NG
1965
Northstar Group
New York
$497K – – –
SC
1966
Scholtz & Company
Connecticut
$496K -$99.9K -3,600 -17%
FIC
1967
FCG Investment Company
Tennessee
$495K +$176K +6,333 +55%
FZCM
1968
Flynn Zito Capital Management
New York
$495K -$45.4K -1,637 -8%
AWE
1969
Avidian Wealth Enterprises
Texas
$495K -$60.8K -2,190 -11%
ERIM
1970
Eagle Ridge Investment Management
Connecticut
$494K +$31.9K +1,151 +7%
BTIM
1971
BancFirst Trust & Investment Management
Oklahoma
$494K – – –
KJWM
1972
Kiley Juergens Wealth Management
Washington
$493K -$18.3K -660 -4%
WQ
1973
Wealth Quarterback
New Jersey
$490K +$111K +3,992 +29%
WAM
1974
Weinberger Asset Management
California
$490K -$120K -4,315 -20%
BFO
1975
Biltmore Family Office
North Carolina
$488K +$4.25K +153 +0.9%
77 78
79
80 81