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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1626
Accurate Wealth Management
Florida
$841K -$175K -5,789 -16%
MIM
1627
Montgomery Investment Management
Maryland
$841K – – –
CA
1628
Cornerstone Advisory
Maryland
$839K +$1.36K +45 +0.2%
EWS
1629
Evergreen Wealth Solutions
Pennsylvania
$839K -$31.7K -1,050 -3%
TFO
1630
Tarbox Family Office
California
$836K -$1.81K -60 -0.2%
CL
1631
CSS LLC
Illinois
$835K -$423K -14,000 -33%
AGWCA
1632
Annis Gardner Whiting Capital Advisors
Florida
$834K +$12K +396 +1%
ADIM
1633
Alpha DNA Investment Management
Maryland
$831K -$43.4K -1,435 -5%
AW
1634
Atlas Wealth
Ohio
$830K – – –
AMBIA
1635
Allen Mooney & Barnes Investment Advisors
Georgia
$828K -$155K -5,137 -15%
1WA
1636
180 Wealth Advisors
Washington
$821K -$168K -5,572 -17%
RFS
1637
Richardson Financial Services
Massachusetts
$821K +$862K +28,527 New
WPIC
1638
White Pine Investment Company
Michigan
$821K -$163K -5,378 -16%
BFA
1639
Beacon Financial Advisory
Ohio
$820K -$22.7K -751 -3%
TBNY
1640
Trustco Bank (New York)
New York
$820K -$146K -4,836 -15%
TCCM
1641
Timber Creek Capital Management
Massachusetts
$819K -$1.5M -49,631 -64%
CWP
1642
Curated Wealth Partners
California
$818K +$572K +18,929 +199%
AFS
1643
Aft Forsyth & Sober
Florida
$818K – – –
FWP
1644
FAS Wealth Partners
Kansas
$817K -$311K -10,272 -27%
SW
1645
StrongBox Wealth
Missouri
$817K -$500K -16,546 -37%
TFS
1646
Thoroughbred Financial Services
Tennessee
$816K -$1.03M -33,959 -54%
ITC
1647
Inspire Trust Company
Nevada
$816K +$856K +28,333 New
CW
1648
CreativeOne Wealth
Kansas
$815K -$982K -32,478 -53%
CWM
1649
Chemistry Wealth Management
New York
$815K -$320K -10,572 -27%
RMA
1650
Roffman Miller Associates
Pennsylvania
$813K -$6.32K -209 -0.7%
64 65
66
67 68