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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
2051
Shepherd Financial Partners
Massachusetts
$394K +$3.46K +130 +0.9%
SC
2052
Sykon Capital
New York
$394K – – –
APW
2053
Acima Private Wealth
Virginia
$393K – – –
NG
2054
Northstar Group
New York
$393K -$5.94K -223 -2%
LA
2055
LexAurum Advisors
Kansas
$393K +$373K +14,005 New
FFG
2056
Forum Finance Group
$393K +$485K +18,200 New
HPBT
2057
Hickory Point Bank & Trust
Illinois
$393K -$9.4K -353 -2%
6SA
2058
6th Street Advisors
Alabama
$393K +$372K +13,990 New
AIA
2059
AIMZ Investment Advisors
California
$391K +$213 +8 +0.1%
PFS
2060
Physicians Financial Services
North Carolina
$391K +$9.16K +344 +3%
LIA
2061
LBMC Investment Advisors
Tennessee
$391K – – –
RPGK
2062
Retirement Planning Group (Kansas)
Kansas
$390K +$29.3K +1,100 +9%
DWM
2063
Dopkins Wealth Management
New York
$390K +$26.6K +1,000 +8%
EAN
2064
Excelsior Advisor Network
Colorado
$390K +$12.1K +453 +3%
TA
2065
TrueWealth Advisors
Alabama
$389K -$86.3K -3,242 -19%
GH
2066
GAM Holding
Switzerland
$389K +$75.7K +2,842 +26%
OL
2067
Optas LLC
Texas
$389K +$109K +4,095 +42%
BWA
2068
Basecamp Wealth Advisors
Washington
$388K -$825 -31 -0.2%
EGA
2069
Eagle Global Advisors
Texas
$388K – – –
CFA
2070
Cahill Financial Advisors
Minnesota
$387K -$2.53K -95 -0.7%
ACGA
2071
Atlanta Consulting Group Advisors
Georgia
$385K -$2.08K -78 -0.6%
MSCM
2072
McElhenny Sheffield Capital Management
Texas
$385K +$18.8K +707 +5%
EAM
2073
Evanson Asset Management
California
$384K +$17.4K +652 +5%
CFFP
2074
Center for Financial Planning
Michigan
$384K -$28.7K -1,078 -7%
FWA
2075
Flagship Wealth Advisors
Massachusetts
$384K +$40.5K +1,520 +11%
81 82
83
84 85