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Pfizer
PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
BBW
2651
Blue Barn Wealth
Utah
$370K -$58.8K -1,134 -14%
BCB
2652
Brian C. Broderick
$370K – – –
SAMC
2653
Spectrum Asset Management (California)
California
$370K – – –
BFG
2654
Baron Financial Group
New Jersey
$370K -$13.9K -268 -4%
SEP
2655
Southland Equity Partners
Missouri
$368K +$10.7K +206 +3%
WF
2656
Wayfinding Financial
Washington
$368K +$363 +7 +0.1%
RA
2657
Rise Advisors
New York
$367K +$61.4K +1,183 +20%
I
2658
IMPACTfolio
Colorado
$366K +$367K +7,072 New
FCM
2659
Firestone Capital Management
Florida
$365K -$179K -3,441 -33%
ME
2660
McIlrath & Eck
Washington
$365K +$52 +1 +0%
CA
2661
CGN Advisors
Kansas
$365K +$675 +13 +0.2%
FIBT
2662
First International Bank & Trust
North Dakota
$365K +$2.49K +48 +0.7%
CCP
2663
Cassia Capital Partners
North Carolina
$365K +$6.64K +128 +2%
SL
2664
Salomon & Ludwin
Virginia
$365K +$61.8K +1,192 +20%
TWM
2665
TriaGen Wealth Management
California
$364K -$77.8K -1,500 -18%
OWA
2666
Octavia Wealth Advisors
Ohio
$364K -$9.29K -179 -2%
DI
2667
Disciplined Investments
Oklahoma
$364K +$5.14K +99 +1%
WCP
2668
Wick Capital Partners
Pennsylvania
$364K +$15.6K +300 +4%
EIG
2669
Ellenbecker Investment Group
Wisconsin
$363K +$2.33K +45 +0.6%
HCM
2670
Harvey Capital Management
Florida
$362K – – –
TA
2671
Trellis Advisors
Washington
$362K +$1.92K +37 +0.5%
AWM
2672
Aprio Wealth Management
Georgia
$362K +$162K +3,124 +81%
CAM
2673
Cidel Asset Management
Ontario, Canada
$361K -$61.2K -1,179 -14%
AWA
2674
Alta Wealth Advisors
Massachusetts
$361K +$362K +6,981 New
FPWM
2675
FSB Premier Wealth Management
Iowa
$360K -$60.3K -1,163 -14%
105 106
107
108 109