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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
2226
TrueWealth Advisors
Alabama
$721K +$10.4K +217 +2%
EWA
2227
ERTS Wealth Advisors
Michigan
$721K +$1.1K +23 +0.2%
SAG
2228
SageView Advisory Group
California
$720K +$674K +14,061 New
FPGT
2229
Financial Partners Group (Tennessee)
Tennessee
$719K +$673K +14,031 New
NFG
2230
Norris Financial Group
South Carolina
$719K -$96 -2 -0%
AAS
2231
Annex Advisory Services
Wisconsin
$719K +$26.3K +549 +4%
HFG
2232
Heron Financial Group
New York
$718K -$33.1K -690 -5%
SOS
2233
Silver Oak Securities
Tennessee
$717K +$247K +5,156 +58%
BIG
2234
Builder Investment Group
Georgia
$715K +$669K +13,956 New
DCM
2235
Dupont Capital Management
Delaware
$715K -$64.4K -1,344 -9%
TFF
2236
The Family Firm
Maryland
$714K -$287K -5,984 -30%
HCM
2237
Hodges Capital Management
Texas
$714K -$556K -11,599 -45%
I2I
2238
Insight 2811 Inc
Illinois
$712K +$41.4K +864 +7%
SFG
2239
Sather Financial Group
Texas
$712K – – –
JF
2240
JSF Financial
California
$711K +$815 +17 +0.1%
HWA
2241
Heritage Wealth Advisors
Virginia
$710K – – –
VFP
2242
Verus Financial Partners
Virginia
$708K -$863 -18 -0.1%
EA
2243
Emerald Advisors
Washington
$705K -$31.9K -665 -5%
DRD
2244
Dennis R. Delaney
$702K -$39.9K -832 -6%
PA
2245
PSI Advisors
Florida
$701K -$74.4K -1,551 -10%
CFO
2246
Collective Family Office
Pennsylvania
$701K -$72.8K -1,519 -10%
OC
2247
Oarsman Capital
Wisconsin
$701K -$92.3K -1,925 -12%
AL
2248
ADE LLC
Maryland
$700K +$12.7K +264 +2%
DAM
2249
Derbend Asset Management
Georgia
$698K -$50.5K -1,054 -7%
CWM
2250
Centurion Wealth Management
Virginia
$695K +$651K +13,573 New
88 89
90
91 92