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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
DA
1651
Detalus Advisors
Missouri
$996K -$81.2K -2,215 -8%
PCS
1652
Personal CFO Solutions
New Jersey
$994K -$185K -5,053 -16%
BCA
1653
Berman Capital Advisors
Georgia
$993K +$9.9K +270 +1%
LSPW
1654
Lake Street Private Wealth
Illinois
$988K +$291K +7,938 +42%
AP
1655
Appleton Partners
Massachusetts
$983K -$41K -1,117 -4%
RIM
1656
Redwood Investment Management
Arizona
$982K +$126K +3,431 +15%
PA
1657
PFG Advisors
Arizona
$981K +$98.5K +2,686 +11%
PCMC
1658
Paragon Capital Management (Colorado)
Colorado
$979K -$52.7K -1,436 -5%
TWP
1659
Tempus Wealth Planning
California
$973K +$21.2K +578 +2%
SWP
1660
Summit Wealth Partners
Florida
$969K +$39.2K +1,070 +4%
SCI
1661
S&CO Inc
Massachusetts
$966K -$156K -4,249 -14%
9WM
1662
9258 Wealth Management
Ohio
$966K -$94.2K -2,568 -9%
LIG
1663
Lokken Investment Group
Delaware
$963K +$960K +26,159 New
CW
1664
CreativeOne Wealth
Kansas
$962K +$958K +26,130 New
FDCC
1665
Foster Dykema Cabot & Co
Massachusetts
$960K +$208K +5,671 +28%
ERIM
1666
Eagle Ridge Investment Management
Connecticut
$956K +$90.8K +2,475 +11%
MW
1667
Marcum Wealth
Ohio
$953K +$281K +7,658 +42%
NAMP
1668
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$952K -$87K -2,371 -8%
HIA
1669
Harbor Investment Advisory
Maryland
$952K +$68.4K +1,866 +8%
GLA
1670
Good Life Advisors
Pennsylvania
$947K -$55.1K -1,502 -6%
OIA
1671
Optimum Investment Advisors
Illinois
$946K +$1.25K +34 +0.1%
VWA
1672
V Wealth Advisors
Kansas
$946K +$323K +8,799 +52%
BFO
1673
Biltmore Family Office
North Carolina
$939K +$91.7K +2,499 +11%
MYIA
1674
Mount Yale Investment Advisors
Colorado
$938K -$217K -5,913 -19%
AIC
1675
Ayalon Insurance Company
Israel
$935K +$932K +25,400 New
65 66
67
68 69