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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
TL
2101
TrueWealth LLC
Georgia
$306K -$19.4K -568 -5%
MLFP
2102
MPS Loria Financial Planners
Illinois
$306K +$2.52K +74 +0.8%
WBG
2103
Wharton Business Group
Pennsylvania
$304K -$36.8K -1,080 -10%
APW
2104
Austin Private Wealth
Texas
$304K -$7.77K -228 -2%
LA
2105
LexAurum Advisors
Kansas
$304K +$36.4K +1,068 +12%
WQ
2106
Wealth Quarterback
New Jersey
$303K -$179K -5,254 -34%
ADMI
2107
Albert D. Mason Inc
Massachusetts
$302K +$14K +411 +4%
HFA
2108
High Falls Advisors
New York
$301K -$10.1K -297 -3%
HFAS
2109
Hummer Financial Advisory Services
Illinois
$300K +$21.6K +633 +7%
CF
2110
Corrigan Financial
Rhode Island
$299K -$1.33K -39 -0.4%
SOAMC
2111
Spirit of America Management Corp
New York
$299K -$278K -8,169 -46%
CAM
2112
Congress Asset Management
Massachusetts
$299K -$12.9K -378 -4%
OMC
2113
Old Mission Capital
Illinois
$299K +$329K +9,657 New
HR
2114
Hardy Reed
Mississippi
$298K +$45.5K +1,334 +16%
BCP
2115
Blue Chip Partners
Michigan
$298K +$155K +4,558 +90%
MC
2116
Maverick Capital
Texas
$297K +$327K +9,600 New
BA
2117
Ballast Advisors
Minnesota
$296K -$14.7K -431 -4%
MIP
2118
Marietta Investment Partners
Wisconsin
$294K -$99.2K -2,912 -23%
MFT
2119
Moisand Fitzgerald Tamayo
Florida
$294K -$988 -29 -0.3%
CW
2120
Cabot-Wellington
Massachusetts
$294K – – –
ARM
2121
Adirondack Research & Management
New York
$293K – – –
OAM
2122
Occidental Asset Management
California
$290K -$48.6K -1,427 -13%
MA
2123
MONECO Advisors
Connecticut
$290K +$46.6K +1,367 +17%
AIS
2124
American Investment Services
Massachusetts
$289K -$1.84M -53,949 -85%
SFG
2125
Sunburst Financial Group
Alabama
$288K +$1.94K +57 +0.6%
83 84
85
86 87