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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
UFPG
2751
United Financial Planning Group
New York
$12.4K +$12K +487 New
DWM
2752
Dogwood Wealth Management
Kansas
$11.8K -$420 -17 -4%
BONH
2753
Bank of New Hampshire
New Hampshire
$11.5K – – –
SFCL
2754
Strengthening Families & Communities LLC
Massachusetts
$10.6K -$49.1K -1,988 -84%
HCM
2755
Horrell Capital Management
Arkansas
$10.2K -$1.98K -80 -17%
PR
2756
Payden & Rygel
California
$10K -$600K -24,300 -98%
HHGA
2757
Halbert Hargrove Global Advisors
California
$9.84K +$9.53K +386 New
HFS
2758
Horizon Financial Services
North Carolina
$9.4K +$6.2K +251 +213%
ACM
2759
Anfield Capital Management
California
$9.26K +$420 +17 +5%
LWMI
2760
Legacy Wealth Management (Idaho)
Idaho
$8.97K +$1.16K +47 +15%
RWS
2761
Retirement Wealth Solutions
Wisconsin
$8.95K -$17.5K -711 -67%
PMIM
2762
Prudent Man Investment Management
Colorado
$8.86K – – –
RTL
2763
Red Tortoise LLC
Georgia
$8.82K +$1.63K +66 +24%
PWA
2764
Principia Wealth Advisory
Texas
$8.77K +$1.16K +47 +16%
FW
2765
Fairway Wealth
Ohio
$8.13K – – –
KFGG
2766
Keystone Financial Group (Georgia)
Georgia
$7.71K +$123 +5 +2%
TWM
2767
Tripletail Wealth Management
Florida
$7.68K +$7.21K +292 New
PAM
2768
Parvin Asset Management
South Dakota
$7.64K -$2.47K -100 -25%
SCA
2769
Stuart Chaussee & Associates
California
$7.64K – – –
Q1WB
2770
Quest 10 Wealth Builders
Virginia
$7.42K +$790 +32 +12%
WPA
2771
Wealth Preservation Advisors
Tennessee
$7.11K -$8.05K -326 -54%
PIS
2772
POM Investment Strategies
North Carolina
$7.01K +$6.79K +275 New
OA
2773
Operose Advisors
Wisconsin
$6.93K – – –
EWM
2774
Evolution Wealth Management
Florida
$6.78K -$14.4K -582 -69%
BHWM
2775
Bay Harbor Wealth Management
Maryland
$6.39K +$1.33K +54 +27%
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