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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
2051
Beam Wealth Advisors
Louisiana
$418K +$400K +11,242 New
RWM
2052
Ritholtz Wealth Management
New York
$417K -$58.6K -1,644 -13%
SP
2053
Successful Portfolios
Florida
$417K +$16.4K +460 +4%
CIC
2054
Chilton Investment Company
Connecticut
$417K +$133K +3,743 +50%
AWM
2055
Absher Wealth Management
North Carolina
$417K +$411K +11,528 New
OWA
2056
Outlook Wealth Advisors
Texas
$416K -$19.2K -540 -5%
OFG
2057
OmniStar Financial Group
North Carolina
$415K -$24.8K -696 -6%
LC
2058
Lincoln Capital
Nebraska
$415K – – –
JF
2059
JSF Financial
California
$414K – – –
B
2060
Brightworth
Georgia
$414K +$61.2K +1,718 +18%
PCP
2061
Proficio Capital Partners
Massachusetts
$414K +$76.5K +2,149 +24%
SL
2062
Stevard LLC
Illinois
$413K +$396K +11,122 New
SC
2063
Steph & Co
Wisconsin
$412K +$394K +11,071 New
NWM
2064
Northwest Wealth Management
Iowa
$411K -$41.3K -1,160 -9%
WCM
2065
Weik Capital Management
Pennsylvania
$411K – – –
AIIMS
2066
Analyst IMS Investment Management Services
Israel
$410K – – –
SFI
2067
SPC Financial Inc
Maryland
$409K +$32.4K +911 +9%
PHAM
2068
Palisades Hudson Asset Management
Florida
$408K – – –
VWA
2069
V Wealth Advisors
Kansas
$408K – – –
FSG
2070
Financial Strategies Group
Michigan
$408K +$391K +10,969 New
IAS
2071
Investment Advisory Services
Texas
$408K +$391K +10,980 New
LCAM
2072
London & Capital Asset Management
United Kingdom
$407K -$57.1K -1,603 -13%
SB
2073
Strategic Blueprint
Georgia
$407K +$307K +8,614 +369%
RSCM
2074
Rock Springs Capital Management
Maryland
$407K +$390K +10,962 New
RIM
2075
Redwood Investment Management
Arizona
$405K -$702K -19,710 -64%
81 82
83
84 85