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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
GFA
2751
Gladwyn Financial Advisors
Virginia
$13K – – –
CFP
2752
Comprehensive Financial Planning
Pennsylvania
$13K +$99 +4 +0.8%
WAG
2753
Wiser Advisor Group
Arizona
$12.8K +$12.4K +501 New
UFPG
2754
United Financial Planning Group
New York
$12.4K +$12K +487 New
DWM
2755
Dogwood Wealth Management
Kansas
$11.8K -$420 -17 -4%
BONH
2756
Bank of New Hampshire
New Hampshire
$11.5K – – –
SFCL
2757
Strengthening Families & Communities LLC
Massachusetts
$10.6K -$49.1K -1,988 -84%
HCM
2758
Horrell Capital Management
Arkansas
$10.2K -$1.98K -80 -17%
PR
2759
Payden & Rygel
California
$10K -$600K -24,300 -98%
HHGA
2760
Halbert Hargrove Global Advisors
California
$9.84K +$9.53K +386 New
HFS
2761
Horizon Financial Services
North Carolina
$9.4K +$6.2K +251 +213%
ACM
2762
Anfield Capital Management
California
$9.26K +$420 +17 +5%
LWMI
2763
Legacy Wealth Management (Idaho)
Idaho
$8.97K +$1.16K +47 +15%
RWS
2764
Retirement Wealth Solutions
Wisconsin
$8.95K -$17.5K -711 -67%
PMIM
2765
Prudent Man Investment Management
Colorado
$8.86K – – –
RTL
2766
Red Tortoise LLC
Georgia
$8.82K +$1.63K +66 +24%
PWA
2767
Principia Wealth Advisory
Texas
$8.77K +$1.16K +47 +16%
FW
2768
Fairway Wealth
Ohio
$8.13K – – –
KFGG
2769
Keystone Financial Group (Georgia)
Georgia
$7.71K +$123 +5 +2%
TWM
2770
Tripletail Wealth Management
Florida
$7.68K +$7.21K +292 New
PAM
2771
Parvin Asset Management
South Dakota
$7.64K -$2.47K -100 -25%
SCA
2772
Stuart Chaussee & Associates
California
$7.64K – – –
Q1WB
2773
Quest 10 Wealth Builders
Virginia
$7.42K +$790 +32 +12%
WPA
2774
Wealth Preservation Advisors
Tennessee
$7.11K -$8.05K -326 -54%
PIS
2775
POM Investment Strategies
North Carolina
$7.01K +$6.79K +275 New
109 110
111
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