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Pfizer
PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
ODFS
2801
O'Donnell Financial Services
California
$341K +$59.5K +1,201 +24%
PW
2802
Peninsula Wealth
California
$341K +$286K +5,770 New
RIM
2803
Redwood Investment Management
Arizona
$340K -$1.6M -32,240 -85%
NEWAS
2804
N.E.W. Advisory Services
Wisconsin
$340K +$198 +4 +0.1%
OFA
2805
Oak Family Advisors
Illinois
$339K -$39.4K -795 -12%
PPWM
2806
Paragon Private Wealth Management
Kentucky
$339K +$285K +5,747 New
AWS
2807
AJ Wealth Strategies
New York
$338K – – –
WAM
2808
Walker Asset Management
Missouri
$338K +$284K +5,731 New
AWM
2809
Accel Wealth Management
Iowa
$337K -$51.4K -1,037 -15%
OWA
2810
One Wealth Advisors
California
$337K +$283K +5,708 New
HPIA
2811
Hamilton Point Investment Advisors
North Carolina
$336K +$1.24K +25 +0.4%
PFA
2812
Pinnacle Family Advisors
Missouri
$335K -$38.8K -784 -12%
BFS
2813
Bickling Financial Services
Massachusetts
$335K +$11.2K +227 +4%
CJFS
2814
Coulter & Justus Financial Services
Tennessee
$335K +$281K +5,678 New
PO
2815
Private Ocean
California
$334K – – –
CCT
2816
Capital City Trust
Florida
$334K +$280K +5,648 New
BI
2817
Berkeley Inc
Idaho
$334K +$1.24K +25 +0.4%
AFAS
2818
Acorn Financial Advisory Services
Virginia
$333K -$7.88K -159 -3%
HWM
2819
Horizon Wealth Management
Illinois
$333K +$279K +5,638 New
FPOC
2820
Financial Planners of Cleveland
Ohio
$333K +$301K +6,080 New
KIG
2821
Kowal Investment Group
Wisconsin
$332K +$85.3K +1,722 +44%
CAG
2822
Curtis Advisory Group
California
$331K – – –
HCM
2823
Hollencrest Capital Management
California
$331K +$7.73K +156 +3%
EWM
2824
Elite Wealth Management
Washington
$330K +$277K +5,583 New
DWM
2825
Drive Wealth Management
Utah
$330K +$277K +5,588 New
111 112
113
114 115