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Pfizer
PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
SWG
2501
Summit Wealth Group
Vermont
$234K +$230K +8,368 New
SFA
2502
Souders Financial Advisors
Ohio
$234K +$13.3K +483 +6%
SDH
2503
Sloy Dahl & Holst
Washington
$233K +$25.5K +925 +12%
AWM
2504
Accel Wealth Management
Iowa
$233K +$25.7K +932 +13%
RWS
2505
Resolute Wealth Strategies
Mississippi
$233K -$3.19K -116 -1%
CG
2506
Clarus Group
Texas
$233K -$283K -10,274 -55%
SB
2507
Sunflower Bank
Texas
$233K -$20.6K -750 -8%
NAG
2508
Northstar Advisory Group
New Jersey
$233K +$229K +8,311 New
MWC
2509
MBM Wealth Consultants
Missouri
$232K +$1.84K +67 +0.8%
NCTC
2510
New Covenant Trust Company
Indiana
$232K -$5.73K -208 -3%
CL
2511
COWA LLC
Oklahoma
$232K +$228K +8,278 New
FPCG
2512
Fort Pitt Capital Group
Pennsylvania
$231K -$101K -3,681 -31%
VC
2513
Vicus Capital
Pennsylvania
$230K -$7.16K -260 -3%
PCM
2514
Permanent Capital Management
Illinois
$229K +$261K +9,465 New
LCS
2515
Levin Capital Strategies
New York
$229K +$5.26K +191 +2%
HWM
2516
Howard Wealth Management
Connecticut
$229K -$38.4K -1,396 -15%
S
2517
Sunpointe
Missouri
$229K -$70.6K -2,566 -24%
NIA
2518
NIA Impact Advisors
California
$228K +$15.5K +563 +7%
MAG
2519
Mayfair Advisory Group
Alabama
$227K -$2.56K -93 -1%
SFC
2520
SYM Financial Corp
Indiana
$227K +$224K +8,122 New
MBI
2521
May Barnhard Investments
Maryland
$227K +$223K +8,114 New
LFA
2522
Laraway Financial Advisors
Minnesota
$227K – – –
QWP
2523
Quotient Wealth Partners
Texas
$226K -$23.2K -842 -9%
CWM
2524
CCG Wealth Management
California
$226K +$222K +8,080 New
SWM
2525
Scissortail Wealth Management
Oklahoma
$225K +$222K +8,058 New
99 100
101
102 103