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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
2176
Pallas Capital Advisors
Massachusetts
$515K -$169K -3,823 -25%
SFG
2177
Sovereign Financial Group
Connecticut
$515K -$99.1K -2,238 -16%
WDL
2178
Well Done LLC
Michigan
$514K +$49.7K +1,122 +10%
WW
2179
Waterfront Wealth
Kansas
$512K -$31.1K -701 -6%
I
2180
INVST
Indiana
$512K -$12.5K -283 -2%
HEIP
2181
Hudson Edge Investment Partners
New Jersey
$512K – – –
ODCM
2182
Old Dominion Capital Management
Virginia
$511K -$22.6K -511 -4%
AIM
2183
Acropolis Investment Management
Missouri
$511K +$8.02K +181 +1%
LA
2184
Legacy Advisors
Pennsylvania
$510K +$122K +2,750 +30%
HBWM
2185
Hollow Brook Wealth Management
New York
$508K – – –
GCP
2186
GSA Capital Partners
United Kingdom
$508K +$523K +11,810 New
SMA
2187
Sage Mountain Advisors
Georgia
$506K +$709 +16 +0.1%
AC
2188
Alexandria Capital
Virginia
$506K +$17.5K +394 +3%
IA
2189
Insight Advisors
Pennsylvania
$504K -$36.1K -815 -7%
EWM
2190
EPG Wealth Management
Georgia
$504K +$90.1K +2,034 +21%
BSSFA
2191
Baron Silver Stevens Financial Advisors
Florida
$503K -$27.4K -619 -5%
TPW
2192
Tiller Private Wealth
Pennsylvania
$503K – – –
FHC
2193
First Heartland Consultants
Missouri
$502K -$191K -4,309 -27%
EHWM
2194
Eads & Heald Wealth Management
Georgia
$500K -$443 -10 -0.1%
EWA
2195
Encompass Wealth Advisors
Oregon
$499K -$72.4K -1,634 -12%
SHA
2196
Seneca House Advisors
Virginia
$499K -$19.5K -440 -4%
HWM
2197
Howard Wealth Management
Connecticut
$499K -$10.2K -231 -2%
FIA
2198
Foundations Investment Advisors
Arizona
$499K +$33.9K +766 +7%
CA
2199
Cambridge Advisors
Nebraska
$496K -$5.01K -113 -1%
AC
2200
Annandale Capital
Texas
$494K -$13.4K -302 -3%
86 87
88
89 90