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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
PJC
2876
Phillip James Consulting
Minnesota
$16K +$905 +34 +6%
IAS
2877
IMA Advisory Services
Colorado
$15.4K -$9.08K -341 -38%
SFS
2878
Sunrise Financial Services
Washington
$15K +$2.1K +79 +17%
CFP
2879
Comprehensive Financial Planning
Pennsylvania
$14.6K +$106 +4 +0.8%
WAG
2880
Wiser Advisor Group
Arizona
$14.5K +$213 +8 +2%
AF
2881
Align Financial
Minnesota
$14.4K -$469K -17,629 -97%
GFA
2882
Gladwyn Financial Advisors
Virginia
$14.4K – – –
TLFA
2883
True Link Financial Advisors
California
$14.3K +$13.5K +508 New
MSG
2884
Main Street Group
Virginia
$14.3K +$13.5K +508 New
1L
2885
10Elms LLP
Oklahoma
$14K – – –
BFG
2886
Brandywine Financial Group
Tennessee
$14K – – –
MDCM
2887
Morgan Dempsey Capital Management
Wisconsin
$13.9K -$65.1K -2,444 -83%
UFPG
2888
United Financial Planning Group
New York
$13.8K -$80.7K -3,033 -86%
LG
2889
LAM Group
Oregon
$13.6K +$12.9K +483 New
VWA
2890
Valued Wealth Advisors
Utah
$13.5K +$9.93K +373 +345%
RWS
2891
Retirement Wealth Solutions
Wisconsin
$13.2K +$4.95K +186 +65%
PWA
2892
Principia Wealth Advisory
Texas
$13.2K +$1.81K +68 +17%
BH
2893
Burk Holdings
Oklahoma
$12.7K +$12.1K +454 New
GWM
2894
Gilpin Wealth Management
Colorado
$11.4K – – –
HCM
2895
Horrell Capital Management
Arkansas
$11.2K – – –
CIR
2896
Clear Investment Research
Georgia
$11K +$10.4K +391 New
3FI
2897
3 Factor Indexing
California
$9.8K +$9.29K +349 New
RTL
2898
Red Tortoise LLC
Georgia
$9.72K – – –
SRCM
2899
Signature Resources Capital Management
California
$9.63K +$2.08K +78 +29%
TBFA
2900
Three Bearings Fiduciary Advisors
New Hampshire
$9.46K – – –
114 115
116
117 118