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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
2051
Kaydan Wealth Management
Michigan
$636K -$10.4K -268 -2%
SWMP
2052
Signature Wealth Management Partners
New Jersey
$635K +$307K +7,875 +84%
TSWM
2053
Tyler-Stone Wealth Management
Ohio
$633K +$671K +17,247 New
AIM
2054
Acropolis Investment Management
Missouri
$633K -$4.17K -107 -0.6%
CFO
2055
CVA Family Office
Colorado
$631K +$99.8K +2,565 +18%
CS
2056
Capital Square
Tennessee
$630K +$20.7K +533 +3%
CHA
2057
Carmichael Hill & Associates
Maryland
$630K +$64.5K +1,657 +11%
EP
2058
Edgestream Partners
New Jersey
$629K -$964K -24,776 -59%
LI
2059
Lafayette Investments
Maryland
$627K – – –
CA
2060
Crumly & Associates
Illinois
$627K -$122K -3,136 -16%
USB
2061
Union Savings Bank
Connecticut
$626K +$676K +17,373 New
SFG
2062
StrategIQ Financial Group
Indiana
$626K -$3.89K -100 -0.6%
DBIA
2063
Dumont & Blake Investment Advisors
New Jersey
$625K +$3.7K +95 +0.6%
EBT
2064
Enterprise Bank & Trust
Massachusetts
$623K +$77.8K +1,999 +13%
AWAP
2065
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$623K +$39.4K +1,012 +6%
AIA
2066
AIMZ Investment Advisors
California
$622K +$156 +4 +0%
BCM
2067
BlueCrest Capital Management
Jersey
$622K +$660K +16,949 New
SWA
2068
Sightline Wealth Advisors
Connecticut
$621K -$80.5K -2,069 -12%
KFA
2069
Krane Funds Advisors
New York
$620K +$24.1K +619 +4%
EHAM
2070
Eagle Harbor Asset Management
Washington
$620K -$22K -566 -3%
LIA
2071
LBMC Investment Advisors
Tennessee
$620K -$5.02K -129 -0.8%
TWA
2072
TCI Wealth Advisors
Arizona
$619K +$1.09K +28 +0.2%
RCIM
2073
Red Cedar Investment Management
Michigan
$618K -$1.25M -32,124 -66%
KFS
2074
Kurt F. Somerville
$618K -$973 -25 -0.1%
AL
2075
ACAS LLC
California
$618K -$6.23K -160 -0.9%
81 82
83
84 85