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Pfizer
PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
CPSC
2726
Carl P. Sherr & Co
Massachusetts
$325K – – –
AAM
2727
Ascension Asset Management
New York
$325K +$316K +6,193 New
TF
2728
Theory Financial
Colorado
$324K +$18.1K +355 +6%
HCM
2729
Hollencrest Capital Management
California
$324K +$21.2K +416 +7%
UWPG
2730
Ullmann Wealth Partners Group
Florida
$324K +$21.8K +428 +7%
PCFFS
2731
Pacific Center for Financial Services
California
$324K +$23.5K +461 +8%
MPW
2732
Monterey Private Wealth
California
$324K +$44.4K +871 +16%
C
2733
CEDRUS
Colorado
$324K +$22K +432 +8%
BDF
2734
Black Diamond Financial
Maryland
$323K -$25.5K -501 -8%
KM
2735
Kalos Management
Georgia
$322K -$137K -2,685 -30%
RCG
2736
Regatta Capital Group
California
$322K -$20.3K -399 -6%
MCCP
2737
Mission Creek Capital Partners
California
$322K – – –
LNWTC
2738
Laird Norton Wetherby Trust Company
Washington
$321K -$23.7K -466 -7%
BOS
2739
Bank of Stockton
California
$321K +$10.2K +200 +3%
TW
2740
Towerpoint Wealth
California
$320K – – –
AFM
2741
Andesa Financial Management
Pennsylvania
$320K +$4.23K +83 +1%
SIA
2742
Sage Investment Advisers
New York
$319K -$86.3K -1,694 -22%
LFA
2743
Landmark Financial Advisors
Kentucky
$319K -$8.36K -164 -3%
CIC
2744
Cutler Investment Counsel
Oregon
$319K – – –
OKSA
2745
O'Keefe Stevens Advisory
New York
$319K – – –
PFC
2746
Phocas Financial Corp
California
$318K – – –
PWS
2747
Precision Wealth Strategies
Missouri
$318K +$5.86K +115 +2%
DWM
2748
Darwin Wealth Management
Florida
$318K +$6.12K +120 +2%
AWM
2749
Aevitas Wealth Management
Massachusetts
$318K +$51.8K +1,016 +20%
PS
2750
Planned Solutions
California
$318K +$73.1K +1,435 +31%
108 109
110
111 112