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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
2526
Gray Wealth Management
Maine
$229K +$229K +8,267 New
KFA
2527
Kapstone Financial Advisors
Ohio
$229K -$43.9K -1,583 -16%
SP
2528
Stonebrook Private
Michigan
$229K +$229K +8,253 New
ES
2529
ETF Store
Kansas
$229K +$229K +8,246 New
C
2530
Covestor
United Kingdom
$228K -$25.9K -932 -10%
SW
2531
SlateStone Wealth
Florida
$228K +$14.5K +522 +7%
HRC
2532
Hoertkorn Richard Charles
$227K -$2.77K -100 -1%
WWMSC
2533
Wagner Wealth Management (South Carolina)
South Carolina
$227K +$227K +8,185 New
OFW
2534
Omnia Family Wealth
Florida
$226K +$226K +8,145 New
TC
2535
TAP Consulting
Missouri
$226K -$6.99K -252 -3%
VF
2536
Vest Financial
Virginia
$225K -$12.8M -459,851 -98%
CWM
2537
Chesapeake Wealth Management
Virginia
$225K -$10.5K -378 -4%
PS
2538
Planned Solutions
California
$225K -$2.58K -93 -1%
SFG
2539
Sunburst Financial Group
Alabama
$225K -$31.3K -1,127 -12%
LFA
2540
Laraway Financial Advisors
Minnesota
$225K +$16.6K +600 +8%
SMA
2541
Seven Mile Advisory
New Jersey
$225K -$65.5K -2,359 -23%
AWS
2542
Aspen Wealth Strategies
Colorado
$224K – – –
ACM
2543
Arcataur Capital Management
Wisconsin
$224K – – –
MAWCM
2544
Mine & Arao Wealth Creation & Management
California
$224K -$10.7K -387 -5%
CCAL
2545
City Center Advisors LLC
Michigan
$224K +$223K +8,054 New
LRIC
2546
Long Road Investment Counsel
Michigan
$223K – – –
VWWMG
2547
Vermillion & White Wealth Management Group
Pennsylvania
$223K -$2.11K -76 -0.9%
SWIM
2548
Smallwood Wealth Investment Management
New Jersey
$222K +$16.7K +602 +8%
ACA
2549
Affinity Capital Advisors
California
$222K -$8.27K -298 -4%
LCS
2550
Levin Capital Strategies
New York
$222K -$1.99M -71,848 -90%
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