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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
2426
Souders Financial Advisors
Ohio
$222K +$215K +8,695 New
SFM
2427
Signet Financial Management
New Jersey
$221K -$8.76K -355 -4%
BAMG
2428
Brand Asset Management Group
Missouri
$221K +$214K +8,665 New
JPLA
2429
Joseph P. Lucia & Associates
New York
$220K -$40.5K -1,642 -16%
EHWM
2430
Eads & Heald Wealth Management
Georgia
$220K +$213K +8,618 New
PIFP
2431
Partners in Financial Planning
Virginia
$219K – – –
LSPW
2432
Lake Street Private Wealth
Illinois
$219K +$212K +8,601 New
AWA
2433
Alta Wealth Advisors
Massachusetts
$219K +$568 +23 +0.3%
MIC
2434
Means Investment Company
Maine
$219K -$151K -6,099 -42%
IFPG
2435
Intrepid Financial Planning Group
Indiana
$218K -$10.6K -428 -5%
FBB
2436
Fulton Breakefield Broenniman
Maryland
$218K -$26.6K -1,078 -11%
EC
2437
EntryPoint Capital
New York
$218K +$211K +8,560 New
VWWMG
2438
Vermillion & White Wealth Management Group
Pennsylvania
$218K +$19.9K +806 +10%
AIS
2439
American Investment Services
Massachusetts
$218K -$296 -12 -0.1%
CFG
2440
Certior Financial Group
Pennsylvania
$217K -$139K -5,647 -40%
WMA
2441
West Michigan Advisors
Michigan
$217K -$62.2K -2,520 -23%
RDWM
2442
Red Door Wealth Management
Tennessee
$217K -$6.25K -253 -3%
BAM
2443
Broyhill Asset Management
North Carolina
$217K – – –
MAG
2444
MRA Advisory Group
New Jersey
$216K +$209K +8,479 New
FA
2445
Faithward Advisors
Pennsylvania
$216K +$209K +8,478 New
HI
2446
Hoey Investments
Pennsylvania
$216K -$19.8K -801 -9%
FP
2447
Fiduciary Planning
Florida
$216K +$209K +8,468 New
TA
2448
Townsend & Associates
Colorado
$215K -$2.15K -87 -1%
BONST
2449
Bank of Nova Scotia Trust
Ontario, Canada
$214K – – –
TA
2450
TFB Advisors
Kansas
$214K -$54.3K -2,200 -20%
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98
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