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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
1926
Oarsman Capital
Wisconsin
$1.28M -$133K -2,679 -11%
GFS
1927
GYL Financial Synergies
Connecticut
$1.28M +$64.5K +1,302 +6%
RWP
1928
Revolve Wealth Partners
New Jersey
$1.28M +$1.07M +21,622 New
NG
1929
Northstar Group
New York
$1.27M +$311K +6,269 +41%
MG
1930
Mather Group
Illinois
$1.27M +$341K +6,875 +47%
SXL
1931
Summit X LLC
Missouri
$1.27M -$95.8K -1,933 -8%
CT
1932
Clearstead Trust
Maine
$1.27M – – –
WA
1933
Winfield Associates
Ohio
$1.27M +$9.91K +200 +0.9%
CG
1934
Corundum Group
Colorado
$1.27M +$108K +2,174 +11%
DWM
1935
Dakota Wealth Management
Florida
$1.27M +$53.8K +1,085 +5%
IGGA
1936
Iron Gate Global Advisors
Utah
$1.27M +$18.7K +378 +2%
TC
1937
TAP Consulting
Missouri
$1.27M +$38.8K +783 +4%
WA
1938
WESPAC Advisors
California
$1.26M +$1.06M +21,416 New
WG
1939
Winton Group
United Kingdom
$1.26M -$336K -6,774 -24%
RWA
1940
River Wealth Advisors
Pennsylvania
$1.26M +$65.6K +1,324 +7%
HIA
1941
Harbor Investment Advisory
Maryland
$1.26M +$23.6K +477 +2%
HFS
1942
Heritage Financial Services
Massachusetts
$1.26M +$1.06M +21,308 New
GCA
1943
Gradient Capital Advisors
California
$1.25M +$43.2K +871 +4%
WIA
1944
Westbourne Investment Advisors
Maryland
$1.25M +$409K +8,250 +63%
CG
1945
Clarus Group
Texas
$1.25M – – –
CG
1946
Caprock Group
Idaho
$1.25M -$1.99M -40,264 -66%
NAS
1947
Nicolet Advisory Services
Wisconsin
$1.24M -$101K -2,046 -9%
PWM
1948
Palumbo Wealth Management
New York
$1.24M +$44.1K +891 +4%
KPW
1949
Kore Private Wealth
New York
$1.24M +$52.6K +1,062 +5%
CAN
1950
Claraphi Advisory Network
United States
$1.24M +$300K +6,056 +41%
76 77
78
79 80