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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
IFPG
1901
Intrepid Financial Planning Group
Indiana
$1.11M +$1.08M +21,117 New
MKC
1902
M. Kraus & Co
Vermont
$1.1M – – –
MFG
1903
Magnus Financial Group
New York
$1.1M +$43.5K +854 +4%
AIM
1904
Aspen Investment Management
Michigan
$1.1M -$22.9K -450 -2%
BFO
1905
Biltmore Family Office
North Carolina
$1.1M -$36.7K -720 -3%
LA
1906
Lindenwold Advisors
Pennsylvania
$1.1M +$15.9K +312 +2%
CRC
1907
Curi RMB Capital
Illinois
$1.1M +$9.33K +183 +0.9%
TWM
1908
Titus Wealth Management
California
$1.1M +$1.73K +34 +0.2%
ACM
1909
Aquatic Capital Management
Illinois
$1.1M +$1.04M +20,500 +5,125%
GA
1910
Greytown Advisors
Florida
$1.09M -$299K -5,868 -22%
MPCG
1911
Matrix Private Capital Group
New York
$1.09M +$37.1K +728 +4%
PTC
1912
Philadelphia Trust Company
Pennsylvania
$1.09M -$144K -2,821 -12%
MCM
1913
Monument Capital Management
Virginia
$1.09M +$366K +7,186 +53%
SWA
1914
Sutton Wealth Advisors
Florida
$1.09M +$27.9K +547 +3%
AFP
1915
Ausdal Financial Partners
Iowa
$1.09M -$32.7K -642 -3%
BI
1916
Ballast Inc
Kentucky
$1.09M -$93.7K -1,839 -8%
RCA
1917
Ranch Capital Advisors
Florida
$1.08M -$4.43K -87 -0.4%
CAN
1918
Claraphi Advisory Network
United States
$1.08M +$11.9K +234 +1%
RWP
1919
Revolve Wealth Partners
New Jersey
$1.08M -$58.3K -1,144 -5%
BAAM
1920
Baker Avenue Asset Management
California
$1.08M -$80K -1,569 -7%
TWA
1921
TCI Wealth Advisors
Arizona
$1.08M +$78.4K +1,539 +8%
BWA
1922
Bordeaux Wealth Advisors
California
$1.08M -$88.8K -1,743 -8%
BTIM
1923
BancFirst Trust & Investment Management
Oklahoma
$1.07M -$61.2K -1,201 -6%
GC
1924
Gilbert & Cook
Iowa
$1.07M +$15.3K +301 +1%
TF
1925
Trek Financial
Arizona
$1.07M -$12.4K -244 -1%
75 76
77
78 79