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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
PWS
2501
Peloton Wealth Strategists
Indiana
$389K -$37.9K -877 -8%
HR
2502
Hardy Reed
Mississippi
$389K -$13.9K -322 -3%
CAM
2503
Congress Asset Management
Massachusetts
$389K +$5.14K +119 +1%
CAS
2504
Coppell Advisory Solutions
Texas
$388K +$326K +7,545 +367%
CASC
2505
Coppell Advisory Solutions Corp
Texas
$388K +$326K +7,545 +367%
LWM
2506
Lyell Wealth Management
California
$387K -$29.5K -684 -7%
KLI
2507
Kelman-Lazarov Inc
Tennessee
$386K +$32.6K +754 +9%
LCWP
2508
Legacy Capital Wealth Partners
Arkansas
$386K +$408K +9,458 New
LFA
2509
Laraway Financial Advisors
Minnesota
$385K -$23.8K -550 -6%
BWM
2510
Blossom Wealth Management
California
$385K +$46.8K +1,084 +13%
WHCI
2511
W.H. Cornerstone Investments
Massachusetts
$385K -$649K -15,017 -61%
SWMP
2512
Signature Wealth Management Partners
New Jersey
$385K -$178K -4,125 -30%
WQ
2513
Wealth Quarterback
New Jersey
$384K -$16.2K -374 -4%
PWMG
2514
Pinnacle Wealth Management Group
Michigan
$384K -$15.1K -350 -4%
GDP
2515
Great Diamond Partners
Maine
$383K -$606K -14,023 -60%
HRC
2516
Hoertkorn Richard Charles
$383K – – –
FPWM
2517
FSB Premier Wealth Management
Iowa
$383K +$82.8K +1,916 +26%
BFA
2518
Buttonwood Financial Advisors
Maryland
$382K +$43 +1 +0%
PJSIMP
2519
P.J. Schmidt Investment Management (PJS)
Wisconsin
$382K -$12.5K -290 -3%
RCWM
2520
Royal Capital Wealth Management
Indiana
$381K -$4.32K -100 -1%
PWA
2521
Physician Wealth Advisors
Utah
$380K +$4.32K +100 +1%
SICM
2522
Sustainable Insight Capital Management
New York
$379K +$99.3K +2,300 +33%
LSA
2523
Leonteq Securities AG
Switzerland
$379K -$6.09M -140,932 -94%
ME
2524
McIlrath & Eck
Washington
$379K +$51.4K +1,191 +15%
OMC
2525
Overbrook Management Corp
New York
$379K -$123K -2,851 -24%
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