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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
QSS
2351
Quantitative Systematic Strategies
Florida
$220K +$222K +6,324 New
AWS
2352
AJ Wealth Strategies
New York
$219K +$221K +6,300 New
SFG
2353
StrategIQ Financial Group
Indiana
$218K +$220K +6,264 New
NQWM
2354
Northwest Quadrant Wealth Management
Oregon
$218K +$223K +6,354 New
CISOA
2355
Capital Investment Services of America
Wisconsin
$217K +$218K +6,219 New
MCG
2356
McCollum Christoferson Group
New York
$217K +$218K +6,229 New
LWM
2357
Lyell Wealth Management
California
$217K +$219K +6,246 New
DW
2358
Domani Wealth
Pennsylvania
$216K +$217K +6,196 New
GPWA
2359
Great Point Wealth Advisors
Massachusetts
$215K – – –
DOA
2360
D'Orazio & Associates
Virginia
$215K +$6K +171 +3%
HPIA
2361
Hamilton Point Investment Advisors
North Carolina
$215K +$216K +6,169 New
BA
2362
BCM Advisors
Louisiana
$215K +$224K +6,402 New
AFG
2363
Albion Financial Group
Utah
$214K +$215K +6,136 New
LB
2364
Legacy Bridge
Iowa
$212K +$60.6K +1,728 +40%
CWM
2365
Campbell Wealth Management
Virginia
$211K -$2.63K -75 -1%
CWM
2366
Cabot Wealth Management
Massachusetts
$211K +$212K +6,049 New
LBC
2367
Lawrence B. Cohen
$211K +$212K +6,049 New
CFD
2368
Creative Financial Designs
Indiana
$210K +$109K +3,106 +106%
SAS
2369
Stelac Advisory Services
New York
$210K +$211K +6,018 New
AIS
2370
American Investment Services
Massachusetts
$210K +$211K +6,024 New
RPWA
2371
Regent Peak Wealth Advisors
Georgia
$210K +$211K +6,024 New
LWPC
2372
Legacy Wealth Partners (California)
California
$210K +$212K +6,044 New
SWP
2373
Strategic Wealth Partners
Ohio
$209K -$23.8K -680 -10%
MPW
2374
Monterey Private Wealth
California
$209K +$211K +6,015 New
WCF
2375
West Coast Financial
California
$208K +$209K +5,961 New
93 94
95
96 97