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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
2076
Acorn Wealth Advisors
Michigan
$326K +$19.2K +563 +6%
DK
2077
Darrell & King
Virginia
$326K +$359K +10,540 New
LFG
2078
Larson Financial Group
Missouri
$324K +$145K +4,254 +68%
EIA
2079
Eldridge Investment Advisors
New Hampshire
$322K +$102 +3 +0%
IWS
2080
Insight Wealth Strategies
California
$322K +$22.5K +659 +7%
BHWM
2081
Bay Harbor Wealth Management
Maryland
$321K -$56.7K -1,663 -14%
HI
2082
Hendershot Investments
Virginia
$320K – – –
GC
2083
Gilbert & Cook
Iowa
$320K +$10.3K +301 +3%
PCMC
2084
Private Capital Management (Colorado)
Colorado
$319K +$69.9K +2,051 +25%
LBC
2085
Lawrence B. Cohen
$319K +$118K +3,457 +51%
FI
2086
Fosun International
China
$318K -$391K -11,467 -53%
BA
2087
Birinyi Associates
Connecticut
$318K -$153K -4,479 -30%
RWM
2088
RBA Wealth Management
California
$318K -$4.57K -134 -1%
LWANC
2089
Laurel Wealth Advisors (North Carolina)
North Carolina
$318K +$3.27K +96 +0.9%
CIC
2090
Chase Investment Counsel
Virginia
$318K +$10.9K +321 +3%
WCM
2091
WealthBridge Capital Management
Ohio
$318K +$350K +10,281 New
PWSG
2092
Pacific Wealth Strategies Group
California
$317K -$1.64K -48 -0.5%
PJSIMP
2093
P.J. Schmidt Investment Management (PJS)
Wisconsin
$316K -$18.7K -549 -5%
EHWM
2094
Eads & Heald Wealth Management
Georgia
$315K +$11.3K +332 +3%
LWPC
2095
Legacy Wealth Partners (California)
California
$315K +$347K +10,185 New
PBC
2096
Pavion Blue Capital
California
$314K +$345K +10,138 New
VFPI
2097
Vantage Financial Partners (Illinois)
Illinois
$309K – – –
LSPW
2098
Lake Street Private Wealth
Illinois
$308K -$131K -3,852 -28%
CA
2099
Corrado Advisors
New Jersey
$308K – – –
SSG
2100
Summit Securities Group
New York
$307K +$338K +9,908 New
82 83
84
85 86