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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
W
1901
WealthStone
Ohio
$647K -$10.5K -286 -2%
IFG
1902
Investors Financial Group
Minnesota
$647K +$7.26K +198 +1%
KJWM
1903
Kiley Juergens Wealth Management
Washington
$645K -$1.69K -46 -0.3%
TCWM
1904
Total Clarity Wealth Management
Illinois
$644K -$24.4K -664 -4%
CBFP
1905
Cedar Brook Financial Partners
Ohio
$641K +$30.3K +826 +5%
AIA
1906
AIMZ Investment Advisors
California
$640K -$29.1K -794 -4%
IIM
1907
Ironwood Investment Management
Massachusetts
$638K +$81.6K +2,225 +15%
WG
1908
Winton Group
United Kingdom
$637K -$543K -14,799 -46%
GLLW
1909
Graves Light Lenhart Wealth
Virginia
$636K -$87.3K -2,380 -12%
GIA
1910
Gladstone Institutional Advisory
Florida
$636K +$129K +3,524 +26%
SPA
1911
Sentinel Pension Advisors
Massachusetts
$636K +$348K +9,491 +122%
CG
1912
Corundum Group
Colorado
$633K -$14.9K -405 -2%
GI
1913
Gradient Investments
Minnesota
$632K -$34.1K -929 -5%
TCOK
1914
Trust Company of Kansas
Kansas
$629K -$29.1K -792 -4%
HC
1915
HNP Capital
New York
$629K -$18.8K -513 -3%
SGK
1916
Steigerwald Gordon & Koch
Virginia
$629K +$19.1K +521 +3%
FC
1917
FORA Capital
Florida
$629K +$626K +17,076 New
HFG
1918
Heron Financial Group
New York
$626K -$34.8K -949 -5%
CF
1919
Clarity Financial
Texas
$626K +$624K +17,008 New
AWCI
1920
Alpine Woods Capital Investors
New York
$623K -$377K -10,279 -38%
IA
1921
Insight Advisors
Pennsylvania
$623K +$621K +16,932 New
LI
1922
Lafayette Investments
Maryland
$621K -$33.4K -911 -5%
WPA
1923
Winning Points Advisors
Florida
$621K -$384K -10,475 -38%
WAG
1924
Winthrop Advisory Group
Massachusetts
$619K +$54.8K +1,495 +10%
CAGAS
1925
Capital Advisory Group Advisory Services
Minnesota
$619K +$430K +11,732 +231%
75 76
77
78 79