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Pfizer
PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
RF
2551
Rossby Financial
Florida
$233K +$238K +8,784 New
GPA
2552
Guerra Pan Advisors
New Jersey
$233K – – –
PFG
2553
Prosperity Financial Group
California
$233K -$14K -517 -6%
LWM
2554
LJI Wealth Management
Indiana
$232K -$57.5K -2,119 -19%
ECAM
2555
East Coast Asset Management
Massachusetts
$232K – – –
SPFA
2556
Summit Place Financial Advisors
New Jersey
$231K – – –
AFGAS
2557
Allegiance Financial Group Advisory Services
Virginia
$231K +$236K +8,710 New
BAM
2558
Broyhill Asset Management
North Carolina
$231K +$236K +8,700 New
JCM
2559
Jacobsen Capital Management
Utah
$230K -$47K -1,733 -17%
PWA
2560
Physician Wealth Advisors
Utah
$230K -$6.81K -251 -3%
AG
2561
AmeriFlex Group
Nevada
$230K +$235K +8,678 New
GIP
2562
Greatmark Investment Partners
Georgia
$230K +$235K +8,652 New
PWMG
2563
Prestige Wealth Management Group
New Jersey
$229K -$787 -29 -0.3%
I
2564
InceptionR
California
$229K +$234K +8,616 New
SWM
2565
SFG Wealth Management
Maryland
$228K +$233K +8,603 New
NCM
2566
Novare Capital Management
North Carolina
$228K +$233K +8,602 New
SL
2567
Summitry LLC
California
$228K +$233K +8,595 New
HNW
2568
High Note Wealth
Minnesota
$228K -$624 -23 -0.3%
MTWM
2569
Masso Torrence Wealth Management
New Jersey
$228K -$164K -6,060 -41%
MWM
2570
Mattern Wealth Management
Kansas
$227K -$59.3K -2,185 -20%
CWMGO
2571
Capstone Wealth Management Group (Oregon)
Oregon
$227K +$232K +8,566 New
QWP
2572
Quotient Wealth Partners
Texas
$227K -$46.4K -1,711 -17%
AFC
2573
AFT Forsyth & Company
Florida
$227K – – –
CBT
2574
CoreFirst Bank & Trust
Kansas
$226K -$24.4K -900 -10%
CL
2575
COWA LLC
Oklahoma
$226K +$40.7K +1,500 +21%
101 102
103
104 105