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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
NWAG
1476
Net Worth Advisory Group
Utah
$923K -$12.1K -455 -1%
EPW
1477
Evolve Private Wealth
California
$923K +$39.9K +1,500 +5%
MSFS
1478
Main Street Financial Solutions
Pennsylvania
$922K +$133K +5,000 +18%
MCM
1479
Manchester Capital Management
Vermont
$922K +$68.8K +2,584 +9%
OA
1480
Oasis Advisors
Iowa
$922K +$874K +32,825 New
MSA
1481
Marino Stram & Associates
Massachusetts
$921K +$639 +24 +0.1%
CG
1482
Corundum Group
Colorado
$921K +$9.51K +357 +1%
RIM
1483
Redwood Investment Management
Arizona
$920K +$5.96K +224 +0.7%
AWM
1484
Aviso Wealth Management
Washington
$919K -$36.3K -1,364 -4%
ET
1485
Equitable Trust
Tennessee
$919K +$138K +5,181 +19%
YDMI
1486
Y.D. More Investments
Israel
$919K -$464K -17,444 -35%
LWANC
1487
Laurel Wealth Advisors (North Carolina)
North Carolina
$918K -$78.2K -2,939 -8%
TPI
1488
Trust Point Inc
Wisconsin
$918K +$7.05K +265 +0.8%
MA
1489
MCF Advisors
Kentucky
$916K +$145K +5,442 +20%
GAG
1490
GM Advisory Group
New York
$915K +$43.3K +1,626 +5%
IF
1491
Ironwood Financial
Arizona
$913K -$5.06K -190 -0.6%
V
1492
VeraBank
Texas
$913K -$197K -7,399 -19%
FG
1493
Foster Group
Iowa
$912K +$25.5K +958 +3%
SMC
1494
Smith, Moore & Co
Missouri
$911K -$52.2K -1,962 -6%
TBT
1495
Texas Bank & Trust
Texas
$909K -$30.9K -1,160 -3%
GM
1496
GeoWealth Management
Illinois
$909K +$250K +9,382 +41%
FFA
1497
Founders Financial Alliance
North Carolina
$908K +$15.1K +566 +2%
DMKJ
1498
David M. Knott Jr
$908K – – –
MFWP
1499
Mosaic Family Wealth Partners
Missouri
$908K +$172K +6,472 +25%
MFP
1500
Meridian Financial Partners
Virginia
$907K +$23.3K +876 +3%
58 59
60
61 62