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Pfizer
PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
2751
Source Financial Advisors
New York
$343K +$16.3K +341 +5%
LSWM
2752
Lorne Steinberg Wealth Management
Canada
$343K – – –
SHWM
2753
Silicon Hills Wealth Management
Texas
$342K – – –
BFG
2754
Baron Financial Group
New Jersey
$341K -$5.27K -110 -2%
SEP
2755
Southland Equity Partners
Missouri
$341K -$18.3K -382 -5%
AG
2756
Appleton Group
Wisconsin
$341K +$319K +6,653 New
HFP
2757
Holistic Financial Partners
Indiana
$341K +$1.34K +28 +0.4%
PCMC
2758
Private Capital Management (Colorado)
Colorado
$340K -$19.8K -412 -6%
SCP
2759
Shorepoint Capital Partners
Massachusetts
$340K +$318K +6,635 New
NRC
2760
New Republic Capital
North Carolina
$339K +$317K +6,609 New
IAG
2761
Investment Advisory Group
Massachusetts
$338K +$144 +3 +0%
RIM
2762
Rockbridge Investment Management
New York
$338K -$33.5K -698 -10%
FW
2763
FirstPurpose Wealth
Utah
$337K +$15.6K +326 +5%
AWM
2764
Avaii Wealth Management
Wisconsin
$336K +$66.6K +1,389 +27%
FCM
2765
Firestone Capital Management
Florida
$336K -$47.8K -996 -13%
TIM
2766
Total Investment Management
Arizona
$336K -$10.9K -227 -3%
SG
2767
Somerset Group
Minnesota
$336K -$96 -2 -0%
PFG
2768
Prosperity Financial Group
California
$335K +$314K +6,545 New
W
2769
WealthOne
New York
$335K -$29.9K -623 -9%
AWM
2770
Accel Wealth Management
Iowa
$335K +$24.5K +510 +8%
PWMG
2771
Provence Wealth Management Group
California
$335K +$313K +6,531 New
TC
2772
Trilogy Capital
California
$333K +$77K +1,606 +33%
TI
2773
Truepoint Inc
Ohio
$333K +$2.92K +61 +0.9%
CM
2774
Castleark Management
Illinois
$333K – – –
SNBOSCI
2775
Security National Bank of Sioux City Iowa
Iowa
$333K -$14.4K -300 -4%
109 110
111
112 113