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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
VWMG
2826
Virginia Wealth Management Group
Virginia
$330K +$277K +5,593 New
AIS
2827
American Investment Services
Massachusetts
$329K – – –
DWM
2828
Defined Wealth Management
Oregon
$327K – – –
AFG
2829
Alterity Financial Group
Maine
$327K +$274K +5,531 New
AIA
2830
Armor Investment Advisors
North Carolina
$326K – – –
ACM
2831
Alethea Capital Management
Washington
$325K – – –
LA
2832
Lakeside Advisors
Washington
$325K +$273K +5,512 New
FA
2833
Financial Advisors
Massachusetts
$324K -$16.9K -341 -6%
PH
2834
Pinnacle Holdings
Oklahoma
$322K -$6.19K -125 -2%
BCCM
2835
Bridge Creek Capital Management
Massachusetts
$321K – – –
TWP
2836
Transparent Wealth Partners
Arkansas
$321K +$270K +5,440 New
UWPG
2837
Ullmann Wealth Partners Group
Florida
$320K -$10.2K -206 -4%
PP
2838
PrairieView Partners
Minnesota
$319K -$78.7K -1,589 -23%
WI
2839
WBI Investments
New Jersey
$319K -$59.4K -1,199 -18%
LWP
2840
Legacy Wealth Planning
Nevada
$319K -$40.6K -820 -13%
LFG
2841
Lockerman Financial Group
California
$319K +$267K +5,393 New
TFP
2842
Triune Financial Partners
Kansas
$316K +$265K +5,354 New
BWM
2843
Birchcreek Wealth Management
Ohio
$316K -$5.95K -120 -2%
APWM
2844
Atlas Private Wealth Management
New York
$316K +$4.96K +100 +2%
GSIS
2845
Global Strategic Investment Solutions
Arizona
$316K +$32.9K +665 +14%
DCM
2846
DGS Capital Management
New Jersey
$316K +$265K +5,346 New
PG
2847
Prostatis Group
Maryland
$315K +$3.87K +78 +1%
HWA
2848
Heartwood Wealth Advisors
Virginia
$315K +$644 +13 +0.2%
IAG
2849
Investment Advisory Group
Massachusetts
$315K +$308K +6,225 New
CIA
2850
Cascade Investment Advisors
Oregon
$314K – – –
112 113
114
115 116