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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
HNWA
2076
Henrickson Nauta Wealth Advisors
Michigan
$328K +$356K +13,628 New
SA
2077
SPWM Advisors
Michigan
$328K -$11.6K -444 -3%
IFS
2078
Integrated Financial Solutions
Virginia
$327K -$913K -34,900 -72%
PA
2079
PSI Advisors
Florida
$327K -$16.8K -641 -5%
ES
2080
Eagle Strategies
New York
$326K +$5.28K +202 +2%
CFFP
2081
Center for Financial Planning
Michigan
$326K -$3.3K -126 -0.9%
MWA
2082
Midland Wealth Advisors
Illinois
$326K -$21.8K -833 -6%
GBT
2083
Grove Bank & Trust
Florida
$325K -$105K -4,003 -23%
CFA
2084
Cahill Financial Advisors
Minnesota
$325K -$7.72K -295 -2%
AFW
2085
Atlantic Family Wealth
Florida
$325K – – –
FCMT
2086
Founders Capital Management (Texas)
Texas
$324K +$23.8K +909 +7%
ICP
2087
Interchange Capital Partners
Pennsylvania
$324K +$12.1K +461 +4%
GS
2088
GWN Securities
Florida
$324K -$2.98K -114 -0.8%
PCP
2089
Proficio Capital Partners
Massachusetts
$324K +$352K +13,440 New
WCM
2090
Wedge Capital Management
North Carolina
$323K -$40.9K -1,562 -10%
AIA
2091
AIMZ Investment Advisors
California
$323K -$13.5K -516 -4%
ACP
2092
Argyle Capital Partners
California
$323K -$28.7K -1,099 -8%
GWM
2093
GDS Wealth Management
Texas
$322K +$350K +13,368 New
MWM
2094
Mindset Wealth Management
Indiana
$321K +$152K +5,807 +77%
SFP
2095
Shepherd Financial Partners
Massachusetts
$321K -$18.2K -695 -5%
HGWM
2096
Horst & Graben Wealth Management
Oregon
$320K -$1.75K -67 -0.5%
CSI
2097
Cross Staff Investments
New York
$319K +$8.53K +326 +3%
CWM
2098
CarsonAllaria Wealth Management
Illinois
$319K +$3.74K +143 +1%
CCC
2099
Chesapeake Capital Corp
Florida
$319K -$177K -6,750 -34%
LCC
2100
Lincoln Capital Corp
Rhode Island
$319K +$6.8K +260 +2%
82 83
84
85 86