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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
1901
Pinnacle Advisory Group
Maryland
$650K +$304K +8,571 +91%
WA1
1902
Wimmer Associates 1
California
$648K +$102K +2,884 +19%
AWG
1903
Altus Wealth Group
Colorado
$645K +$127K +3,588 +29%
HCM
1904
Highlander Capital Management
New Jersey
$643K -$208K -5,850 -25%
HC
1905
HNP Capital
New York
$642K +$22.9K +646 +4%
GFS
1906
GYL Financial Synergies
Connecticut
$641K -$449K -12,638 -42%
CWP
1907
Curated Wealth Partners
California
$641K +$112K +3,148 +22%
MFGM
1908
Marshall Financial Group (Maryland)
Maryland
$640K +$186K +5,229 +42%
CCMIC
1909
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$639K -$53.3K -1,500 -8%
CG
1910
Corundum Group
Colorado
$638K +$15.4K +435 +3%
LWA
1911
Lineweaver Wealth Advisors
Ohio
$638K +$240K +6,773 +62%
RHBC
1912
R.H. Bluestein & Co
Michigan
$637K -$61K -1,719 -9%
LSWM
1913
Lorne Steinberg Wealth Management
Canada
$635K – – –
WCM
1914
Windsor Capital Management
Arizona
$633K -$32.3K -909 -5%
SGK
1915
Steigerwald Gordon & Koch
Virginia
$631K +$11K +310 +2%
CSWG
1916
Cardinal Strategic Wealth Guidance
Kentucky
$630K -$57.8K -1,629 -9%
KJWM
1917
Kiley Juergens Wealth Management
Washington
$629K -$5.86K -165 -0.9%
ALAM
1918
Asahi Life Asset Management
Japan
$627K -$386K -10,870 -39%
CPIA
1919
Cornell Pochily Investment Advisors
New York
$626K +$58.6K +1,650 +11%
VRM
1920
Vectors Research Management
New York
$626K +$93.1K +2,621 +18%
AIM
1921
ARGA Investment Management
Connecticut
$625K -$212K -5,975 -26%
AIA
1922
AIMZ Investment Advisors
California
$625K -$5.25K -148 -0.9%
MAG
1923
MRA Advisory Group
New Jersey
$624K +$21.5K +606 +4%
WPA
1924
Winning Points Advisors
Florida
$623K +$12K +337 +2%
SBF
1925
Sara-Bay Financial
Florida
$622K -$15.9K -447 -3%
75 76
77
78 79