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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
VAS
2476
Vestmark Advisory Solutions
Massachusetts
$257K +$259K +8,878 New
RWA
2477
Redhawk Wealth Advisors
Minnesota
$257K -$41.7K -1,430 -14%
EHWM
2478
Eads & Heald Wealth Management
Georgia
$256K +$1.31K +45 +0.5%
PVM
2479
Palogic Value Management
Texas
$255K – – –
PMFA
2480
Plante Moran Financial Advisors
Michigan
$255K -$25.5K -875 -9%
MFG
2481
MTM Financial Group
Pennsylvania
$255K -$3K -103 -1%
ES
2482
ETF Store
Kansas
$255K +$11.9K +408 +5%
PJSIMP
2483
P.J. Schmidt Investment Management (PJS)
Wisconsin
$255K – – –
GPA
2484
Guerra Pan Advisors
New Jersey
$254K – – –
SMWM
2485
Silvia McColl Wealth Management
California
$254K -$29.2K -1,000 -10%
ECAM
2486
East Coast Asset Management
Massachusetts
$253K – – –
IC
2487
Iconiq Capital
California
$253K +$255K +8,736 New
TC
2488
TAP Consulting
Missouri
$253K +$6.71K +230 +3%
SPFA
2489
Summit Place Financial Advisors
New Jersey
$252K – – –
SBCM
2490
Silverberg Bernstein Capital Management
New York
$252K +$254K +8,700 New
MTC
2491
McDaniel Terry & Co
Texas
$251K -$4.17K -143 -2%
SFS
2492
Strategic Financial Services
New York
$251K +$5.69K +195 +2%
PWMG
2493
Prestige Wealth Management Group
New Jersey
$251K -$14.3K -489 -5%
KAS
2494
KPP Advisory Services
Kentucky
$250K -$4.52K -155 -2%
SWM
2495
Sterling Wealth Management
Illinois
$250K +$19.8K +680 +9%
MWC
2496
MBM Wealth Consultants
Missouri
$249K +$7.18K +246 +3%
FNBSF
2497
First National Bank Sioux Falls
South Dakota
$249K +$1.46K +50 +0.6%
GCA
2498
Genesee Capital Advisors
New York
$249K +$251K +8,612 New
HNW
2499
High Note Wealth
Minnesota
$249K +$233 +8 +0.1%
TCM
2500
Triumph Capital Management
Colorado
$248K -$1.09M -37,402 -81%
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