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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
APG
1726
Abacus Planning Group
South Carolina
$570K -$10.2K -415 -2%
CCM
1727
Crabel Capital Management
California
$570K +$552K +22,378 New
FWTB
1728
First Western Trust Bank
Colorado
$569K -$574K -23,274 -51%
CFA
1729
Cahill Financial Advisors
Minnesota
$568K +$12.8K +517 +2%
EWA
1730
EverSource Wealth Advisors
Alabama
$567K +$25K +1,012 +5%
EW
1731
Elyxium Wealth
California
$566K -$53K -2,147 -9%
MSWM
1732
McGlone Suttner Wealth Management
Wisconsin
$565K +$21.4K +865 +4%
TWP
1733
Tempus Wealth Planning
California
$564K -$93.4K -3,783 -15%
CIA
1734
Compass Ion Advisors
Pennsylvania
$562K +$3.26K +132 +0.6%
FBT
1735
First Bankers Trust
Kentucky
$562K -$4.94K -200 -0.9%
RFM
1736
Royal Fund Management
Florida
$560K -$177K -7,158 -25%
PCM
1737
Polymer Capital Management
New York
$560K +$543K +21,986 New
RWMG
1738
Redwood Wealth Management Group
New Jersey
$559K -$36.4K -1,476 -6%
LT
1739
Legacy Trust
Michigan
$559K +$258K +10,464 +91%
PA
1740
PFG Advisors
Arizona
$558K +$57.7K +2,339 +12%
LAM
1741
Lewis Asset Management
California
$557K -$40K -1,620 -7%
ZIC
1742
ZWJ Investment Counsel
Georgia
$556K +$6.12K +248 +1%
HBT
1743
Heartland Bank & Trust
Illinois
$552K +$25K +1,012 +5%
CW
1744
Code Waechter
Florida
$552K +$47.2K +1,911 +9%
TNBTD
1745
Trustmark National Bank Trust Department
Mississippi
$551K -$257K -10,408 -32%
CCFCSB
1746
Cape Cod Five Cents Savings Bank
Massachusetts
$551K – – –
EFG
1747
Ethos Financial Group
Pennsylvania
$549K -$352K -14,259 -40%
BAM
1748
Brickwood Asset Management
United Kingdom
$548K +$103K +4,155 +24%
FFP
1749
FourThought Financial Partners
Florida
$547K -$159K -6,431 -23%
GFL
1750
Granite FO LLC
New Hampshire
$546K – – –
68 69
70
71 72