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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
2051
Lenox Wealth Advisors
New York
$239K +$207K +6,084 +706%
CWM
2052
Confluence Wealth Management
Oregon
$239K +$237K +6,941 New
OAM
2053
Oak Asset Management
California
$237K +$235K +6,883 New
CW
2054
Cobiz Wealth
Colorado
$236K – – –
SHIM
2055
Stone House Investment Management
Pennsylvania
$236K +$2.05K +60 +0.9%
TCM
2056
Tufton Capital Management
Maryland
$236K +$2.69K +79 +1%
AC
2057
Avestar Capital
New York
$236K +$240K +7,032 New
CM
2058
Castleark Management
Illinois
$235K – – –
FSCM
2059
Front Street Capital Management
Montana
$235K – – –
JFA
2060
JNBA Financial Advisors
Minnesota
$235K – – –
CAC
2061
Certified Advisory Corp
Florida
$235K +$234K +6,864 New
CSA
2062
Cottage Street Advisors
Massachusetts
$233K – – –
TW
2063
Towerpoint Wealth
California
$232K +$230K +6,745 New
PP
2064
PDS Planning
Ohio
$232K +$231K +6,766 New
BCM
2065
Blume Capital Management
California
$231K – – –
PP
2066
PrairieView Partners
Minnesota
$230K +$228K +6,690 New
HIM
2067
Harbour Investment Management
Washington
$229K -$18K -527 -7%
SG
2068
StoneX Group
New York
$229K -$6.96K -204 -3%
PWAG
2069
Polaris Wealth Advisory Group
California
$229K +$227K +6,670 New
AL
2070
Aspiriant LLC
California
$228K -$1.01M -29,624 -82%
PFA
2071
Paradigm Financial Advisors
Missouri
$228K -$43.9K -1,287 -16%
EBSAM
2072
Eubel Brady & Suttman Asset Management
Ohio
$228K -$784 -23 -0.3%
CRWM
2073
Castle Rock Wealth Management
California
$228K +$226K +6,629 New
ATIA
2074
American Trust Investment Advisors
New Hampshire
$227K – – –
FHB
2075
First Hawaiian Bank
Hawaii
$226K +$3K +88 +1%
81 82
83
84 85