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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
GSEP
1951
Golden State Equity Partners
California
$468K +$6.83K +261 +1%
GJWM
1952
Gilliland Jeter Wealth Management
Arkansas
$467K -$32.7K -1,248 -6%
CA
1953
Calton & Associates
Florida
$466K +$155K +5,909 +47%
JCIA
1954
Jackson Creek Investment Advisors
Colorado
$466K +$117K +4,477 +32%
NHT
1955
New Hampshire Trust
New Hampshire
$465K -$32.6K -1,247 -6%
CFG
1956
Cooper Financial Group
California
$464K +$44.9K +1,716 +10%
CMP
1957
Coston McIsaac & Partners
Maine
$464K +$60.9K +2,328 +15%
FP
1958
Financial Perspectives
Minnesota
$463K -$4.76K -182 -1%
AWE
1959
Avidian Wealth Enterprises
Texas
$462K -$52.5K -2,007 -10%
CGH
1960
CMG Global Holdings
Texas
$461K +$51.7K +1,975 +11%
BB
1961
Berkshire Bank
Massachusetts
$461K -$55.9K -2,136 -11%
CFAM
1962
Center For Asset Management
Florida
$460K -$442K -16,909 -48%
KMWM
1963
Keudell/Morrison Wealth Management
Oregon
$459K +$56.2K +2,147 +13%
MA
1964
MBA Advisors
Pennsylvania
$459K +$192K +7,325 +68%
KAM
1965
Kazazian Asset Management
Florida
$457K -$1.58M -60,250 -77%
RAM
1966
Redmond Asset Management
Virginia
$457K -$864 -33 -0.2%
TTIC
1967
Tower Trust & Investment Company
Iowa
$455K +$488K +18,660 New
PCM
1968
Perritt Capital Management
Illinois
$455K -$52.1K -1,990 -10%
PWM
1969
Prentice Wealth Management
New York
$453K +$4.58K +175 +1%
CPA
1970
Court Place Advisors
Maryland
$451K -$41.1K -1,569 -8%
BGC
1971
Beutel, Goodman & Co
Ontario, Canada
$451K +$466K +17,825 New
ORC
1972
O'Rourke & Company
Massachusetts
$450K +$19.8K +758 +4%
CWS
1973
Cypress Wealth Services
California
$449K +$27.7K +1,059 +6%
AAM
1974
Augustine Asset Management
Florida
$449K – – –
CFA
1975
Cahill Financial Advisors
Minnesota
$448K +$62.7K +2,396 +16%
77 78
79
80 81