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Pfizer
PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
PW
2801
Peninsula Wealth
California
$341K +$286K +5,770 New
RIM
2802
Redwood Investment Management
Arizona
$340K -$1.6M -32,240 -85%
NEWAS
2803
N.E.W. Advisory Services
Wisconsin
$340K +$198 +4 +0.1%
OFA
2804
Oak Family Advisors
Illinois
$339K -$39.4K -795 -12%
PPWM
2805
Paragon Private Wealth Management
Kentucky
$339K +$285K +5,747 New
AWS
2806
AJ Wealth Strategies
New York
$338K – – –
WAM
2807
Walker Asset Management
Missouri
$338K +$284K +5,731 New
AWM
2808
Accel Wealth Management
Iowa
$337K -$51.4K -1,037 -15%
OWA
2809
One Wealth Advisors
California
$337K +$283K +5,708 New
HPIA
2810
Hamilton Point Investment Advisors
North Carolina
$336K +$1.24K +25 +0.4%
PFA
2811
Pinnacle Family Advisors
Missouri
$335K -$38.8K -784 -12%
BFS
2812
Bickling Financial Services
Massachusetts
$335K +$11.2K +227 +4%
CJFS
2813
Coulter & Justus Financial Services
Tennessee
$335K +$281K +5,678 New
PO
2814
Private Ocean
California
$334K – – –
CCT
2815
Capital City Trust
Florida
$334K +$280K +5,648 New
BI
2816
Berkeley Inc
Idaho
$334K +$1.24K +25 +0.4%
AFAS
2817
Acorn Financial Advisory Services
Virginia
$333K -$7.88K -159 -3%
HWM
2818
Horizon Wealth Management
Illinois
$333K +$279K +5,638 New
FPOC
2819
Financial Planners of Cleveland
Ohio
$333K +$301K +6,080 New
KIG
2820
Kowal Investment Group
Wisconsin
$332K +$85.3K +1,722 +44%
CAG
2821
Curtis Advisory Group
California
$331K – – –
HCM
2822
Hollencrest Capital Management
California
$331K +$7.73K +156 +3%
EWM
2823
Elite Wealth Management
Washington
$330K +$277K +5,583 New
DWM
2824
Drive Wealth Management
Utah
$330K +$277K +5,588 New
VWMG
2825
Virginia Wealth Management Group
Virginia
$330K +$277K +5,593 New
111 112
113
114 115