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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
2401
TrueWealth Advisors
Alabama
$290K -$19.1K -492 -6%
RZH
2402
Relyea Zuckerberg Hanson
Connecticut
$290K +$18.2K +468 +7%
ER
2403
Enlightenment Research
Florida
$290K +$288K +7,400 New
HCMG
2404
Howard Capital Management Group
California
$289K – – –
22CM
2405
20/20 Capital Management
California
$289K +$3.54K +91 +1%
AIFAIM
2406
American Institute for Advanced Investment Management
Arizona
$288K -$45.7K -1,175 -14%
MWP
2407
Madison Wealth Partners
Wisconsin
$288K +$286K +7,349 New
OFA
2408
Oak Family Advisors
Illinois
$287K -$1.06M -27,318 -79%
HCA
2409
Horan Capital Advisors
Ohio
$287K – – –
ACM
2410
AUA Capital Management
Pennsylvania
$286K – – –
CA
2411
Cumberland Advisors
Florida
$285K -$25.3K -650 -8%
PNAA
2412
Pictet North America Advisors
Switzerland
$285K – – –
LA
2413
Latitude Advisors
Florida
$285K +$22.6K +580 +9%
SPA
2414
Sentinel Pension Advisors
Massachusetts
$285K +$283K +7,274 New
MCCP
2415
Mission Creek Capital Partners
California
$284K -$28.7K -739 -9%
FCIM
2416
Fairview Capital Investment Management
California
$284K +$4.98K +128 +2%
CWM
2417
Connecticut Wealth Management
Connecticut
$283K -$236K -6,079 -46%
FCT
2418
Family Capital Trust
Massachusetts
$282K – – –
HCM
2419
Hodges Capital Management
Texas
$282K +$64.5K +1,658 +30%
SNBOSD
2420
Security National Bank of So Dak
Iowa
$282K +$280K +7,200 New
TCM
2421
Tradewinds Capital Management
Washington
$281K -$62.6K -1,611 -18%
SAMC
2422
Spectrum Asset Management (California)
California
$281K – – –
GB
2423
Goepper Burkhardt
South Carolina
$281K +$11.3K +291 +4%
TI
2424
Truepoint Inc
Ohio
$281K +$279K +7,176 New
BCB
2425
Brian C. Broderick
$280K – – –
95 96
97
98 99