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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
2226
Janiczek Wealth Management
Colorado
$557K -$173K -4,012 -23%
JWWM
2227
Johnson & White Wealth Management
Pennsylvania
$557K +$351K +8,117 +147%
SPP
2228
Single Point Partners
Massachusetts
$556K +$26.9K +622 +5%
ATIA
2229
American Trust Investment Advisors
New Hampshire
$551K +$271K +6,283 +87%
SAM
2230
SignalPoint Asset Management
Missouri
$551K +$130 +3 +0%
IDBONY
2231
Israel Discount Bank of New York
New York
$550K -$32.1K -744 -5%
AWG
2232
Altus Wealth Group
Colorado
$549K -$561 -13 -0.1%
LFM
2233
LGT Fund Management
Liechtenstein
$549K +$154K +3,570 +36%
AWAU
2234
Alliance Wealth Advisors (Utah)
Utah
$545K +$88.3K +2,045 +18%
DPI
2235
Diversified Portfolios Inc
Michigan
$545K +$302 +7 +0.1%
OC
2236
Oarsman Capital
Wisconsin
$544K -$14.7K -341 -2%
EI
2237
Ellevest Inc
New York
$544K -$37.4K -866 -6%
RVPG
2238
Relative Value Partners Group
$543K -$70.1K -1,623 -11%
AP
2239
Arlington Partners
Alabama
$543K +$208K +4,825 +57%
TFM
2240
TFC Financial Management
Massachusetts
$543K -$2.29K -53 -0.4%
MM
2241
MQS Management
New York
$541K +$573K +13,261 New
PIA
2242
Perennial Investment Advisors
California
$539K +$9.5K +220 +2%
BAMG
2243
Brand Asset Management Group
Missouri
$538K +$191K +4,432 +51%
RGF
2244
Retirement Guys Formula
Ohio
$538K +$101K +2,331 +21%
LOIP
2245
Live Oak Investment Partners
Texas
$536K – – –
CPRC
2246
Consolidated Portfolio Review Corp
New York
$535K +$566K +13,108 New
LSA
2247
Lansing Street Advisors
Pennsylvania
$535K -$291K -6,744 -34%
SFG
2248
Sunburst Financial Group
Alabama
$535K -$3.71K -86 -0.7%
DWM
2249
Denver Wealth Management
Colorado
$534K +$4.84K +112 +0.9%
MIM
2250
Morningstar Investment Management
Illinois
$534K +$90.2K +2,088 +19%
88 89
90
91 92