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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
2251
TrueWealth Advisors
Alabama
$722K – – –
RWM
2252
RKL Wealth Management
Pennsylvania
$722K +$18.4K +354 +3%
CFA
2253
Camarda Financial Advisors
Florida
$721K -$276K -5,312 -28%
APW
2254
Austin Private Wealth
Texas
$721K -$12.9K -249 -2%
PA
2255
PSI Advisors
Florida
$721K -$10K -193 -1%
FB
2256
First Bancorp
Maine
$721K -$2.33K -45 -0.3%
LI
2257
LVZ Inc
Michigan
$719K +$43.2K +833 +6%
SFG
2258
Sather Financial Group
Texas
$719K +$721K +13,895 New
WAM
2259
Winslow Asset Management
Ohio
$718K -$13K -250 -2%
BWA
2260
Burt Wealth Advisors
Maryland
$718K +$57.6K +1,111 +9%
EHAM
2261
Eagle Harbor Asset Management
Washington
$718K -$26.3K -506 -4%
MJP
2262
Michael J. Puzo
$717K -$7.78K -150 -1%
CWM
2263
CCG Wealth Management
California
$716K +$20.8K +400 +3%
TC
2264
Truvestments Capital
Florida
$715K +$4.72K +91 +0.7%
CCP
2265
Carmel Capital Partners
California
$713K -$13.5K -261 -2%
AIM
2266
Acropolis Investment Management
Missouri
$712K +$37.6K +725 +6%
AFC
2267
AFT Forsyth & Company
Florida
$710K +$10.4K +200 +1%
SHA
2268
Seneca House Advisors
Virginia
$709K -$49.4K -953 -7%
SWA
2269
Sightline Wealth Advisors
Connecticut
$708K -$5.55K -107 -0.8%
IDBONY
2270
Israel Discount Bank of New York
New York
$707K -$38.1K -735 -5%
CC
2271
Centiva Capital
New York
$706K -$18.7M -361,145 -96%
WH
2272
Willner & Heller
California
$706K -$39.2K -755 -6%
WI
2273
Wedgewood Investors
Pennsylvania
$706K -$5.19K -100 -0.7%
MCM
2274
Monument Capital Management
Virginia
$706K +$18.7K +361 +3%
FG
2275
Foster Group
Iowa
$705K -$571 -11 -0.1%
89 90
91
92 93