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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
2251
Reston Wealth Management
Virginia
$214K -$5.76K -145 -3%
TIA
2252
Tandem Investment Advisors
South Carolina
$213K -$62.7K -1,579 -23%
DRD
2253
Dennis R. Delaney
$213K -$1.03K -26 -0.5%
EPA
2254
Element Pointe Advisors
Florida
$213K +$8.22K +207 +4%
ATIA
2255
American Trust Investment Advisors
New Hampshire
$210K -$4.21K -106 -2%
SNB
2256
Security National Bank
Nebraska
$208K – – –
YL
2257
YCG LLC
Texas
$208K – – –
MS
2258
Mizuho Securities
Japan
$208K +$201K +5,059 New
OWA
2259
Outlook Wealth Advisors
Texas
$206K +$199K +5,016 New
HPIA
2260
Hamilton Point Investment Advisors
North Carolina
$206K +$199K +5,018 New
RA
2261
Rational Advisors
New York
$205K -$259K -6,525 -57%
WAM
2262
Weiss Asset Management
Massachusetts
$205K – – –
CW
2263
CreativeOne Wealth
Kansas
$205K +$198K +4,990 New
DLG
2264
Daniel L. Goodwin
$204K – – –
SFFS
2265
Stonehage Fleming Financial Services
Jersey
$204K +$62.8K +1,581 +47%
RCM
2266
RB Capital Management
Nevada
$203K +$196K +4,935 New
SWM
2267
Selective Wealth Management
Virginia
$203K +$196K +4,938 New
PFA
2268
Pettinga Financial Advisors
Indiana
$201K +$194K +4,878 New
HCA
2269
Heck Capital Advisors
Wisconsin
$201K +$7.11K +179 +4%
MFS
2270
Madrona Financial Services
Washington
$200K +$194K +4,876 New
LF
2271
Lee Financial
Texas
$198K +$11.1K +280 +6%
TI
2272
Tidal Investments
Wisconsin
$195K +$189K +4,760 New
SLF
2273
Sun Life Financial
Ontario, Canada
$194K -$208K -5,235 -53%
EMG
2274
ETF Managers Group
New Jersey
$193K +$186K +4,680 New
TFA
2275
Transamerica Financial Advisors
Florida
$192K +$185K +4,652 New
89 90
91
92 93