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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
ACP
2051
Aveo Capital Partners
Colorado
$272K -$146K -3,781 -37%
OKSA
2052
O'Keefe Stevens Advisory
New York
$272K – – –
SL
2053
Signition LP
New York
$270K +$249K +6,462 New
KC
2054
KHP Capital
Oklahoma
$269K -$28.4K -738 -10%
FMP
2055
Financial Management Professionals
Texas
$268K – – –
CCP
2056
Cardan Capital Partners
Colorado
$267K – – –
RW
2057
REDW Wealth
New Mexico
$267K +$308 +8 +0.1%
HCM
2058
Harvey Capital Management
Florida
$264K -$487K -12,648 -67%
PGCM
2059
Prescott Group Capital Management
Oklahoma
$264K – – –
SM
2060
Salzhauer Michael
$264K – – –
WWMSC
2061
Wagner Wealth Management (South Carolina)
South Carolina
$264K +$3.39K +88 +1%
DA
2062
Doliver Advisors
Texas
$263K +$242K +6,279 New
NCM
2063
Neumann Capital Management
California
$262K -$19.5K -506 -7%
LAIC
2064
Lederer & Associates Investment Counsel
California
$262K +$8.31K +216 +4%
ADMI
2065
Albert D. Mason Inc
Massachusetts
$261K -$42.2K -1,096 -15%
PAMG
2066
Patton Albertson Miller Group
Tennessee
$261K +$22.6K +588 +10%
PFA
2067
Paradigm Financial Advisors
Missouri
$260K -$16.1K -417 -6%
DBG
2068
De Burlo Group
Massachusetts
$260K – – –
SFS
2069
Summit Financial Strategies
Ohio
$258K +$237K +6,159 New
ATIA
2070
American Trust Investment Advisors
New Hampshire
$257K -$17.7K -459 -7%
KIA
2071
Kopp Investment Advisors
Minnesota
$256K +$236K +6,126 New
PCFFS
2072
Pacific Center for Financial Services
California
$254K – – –
SG
2073
Somerset Group
Minnesota
$254K +$234K +6,067 New
PFGIA
2074
Patriot Financial Group Insurance Agency
Massachusetts
$253K +$158K +4,099 +211%
PCIA
2075
Prime Capital Investment Advisors
Kansas
$253K +$230K +5,968 +7,554%
81 82
83
84 85