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Pfizer
PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
BAMG
2501
Brand Asset Management Group
Missouri
$547K – – –
WH
2502
Willner & Heller
California
$547K +$630K +12,713 New
AWM
2503
Avaii Wealth Management
Wisconsin
$546K +$458K +9,244 New
WRM
2504
Weybosset Research & Management
Rhode Island
$543K – – –
CFM
2505
Capricorn Fund Managers
United Kingdom
$543K +$455K +9,189 New
IUHSA
2506
Itau Unibanco Holding S.A.
Brazil
$542K +$126K +2,541 +38%
ES
2507
Eagle Strategies
New York
$540K +$453K +9,145 New
GFPC
2508
Global Financial Private Client
Florida
$539K +$109K +2,200 +32%
AG
2509
Appleton Group
Wisconsin
$538K -$5.15K -104 -1%
PCC
2510
Park Circle Company
Maryland
$537K – – –
CA
2511
Claris Advisors
Missouri
$537K +$450K +9,092 New
PFG
2512
Pinnacle Financial Group
Illinois
$536K +$449K +9,069 New
SPFA
2513
Summit Place Financial Advisors
New Jersey
$534K -$26K -525 -5%
SFP
2514
Sweet Financial Partners
Minnesota
$533K +$447K +9,030 New
CA
2515
Crewe Advisors
Utah
$532K +$27.3K +550 +7%
MC
2516
Machina Capital
France
$531K -$30.7K -619 -6%
FPCP
2517
Fort Point Capital Partners
California
$531K – – –
VC
2518
Veracity Capital
Georgia
$531K +$38.7K +781 +10%
MWP
2519
Meridian Wealth Partners
Pennsylvania
$531K +$97.4K +1,965 +28%
JWM
2520
JFG Wealth Management
Colorado
$530K -$991 -20 -0.2%
RZH
2521
Relyea Zuckerberg Hanson
Connecticut
$530K +$59.3K +1,196 +14%
SWA
2522
Sax Wealth Advisors
New Jersey
$530K +$97.2K +1,962 +28%
FMP
2523
Financial Management Professionals
Texas
$529K +$2.82K +57 +0.6%
HCMG
2524
Howard Capital Management Group
California
$528K +$76.7K +1,548 +21%
MCM
2525
Morton Capital Management
California
$527K +$442K +8,920 New
99 100
101
102 103