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Pfizer
PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
3001
Wealthcare Capital Management
Virginia
$238K +$223K +4,646 New
CFG
3002
Compton Financial Group
Maryland
$236K +$48 +1 +0%
NEWAS
3003
N.E.W. Advisory Services
Wisconsin
$236K +$220K +4,599 New
OL
3004
Owen LaRue
Kentucky
$235K +$225K +4,690 New
SC
3005
Sonen Capital
California
$234K +$219K +4,576 New
GWAM
3006
Guardian Wealth Advisors (Minnesota)
Minnesota
$234K +$96 +2 +0%
ACMA
3007
Arbor Capital Management (Alaska)
Alaska
$234K -$14.9K -310 -6%
SC
3008
Sierra Capital
Florida
$233K – – –
CA
3009
Centerpoint Advisors
Massachusetts
$233K +$32.8K +685 +18%
TNAM
3010
Terra Nova Asset Management
New York
$232K +$217K +4,523 New
DBRC
3011
D.B. Root & Company
Pennsylvania
$232K -$18.5K -385 -8%
KFP
3012
KB Financial Partners
New Jersey
$231K -$623 -13 -0.3%
TC
3013
Touchstone Capital
Pennsylvania
$231K -$3.6K -75 -2%
AWP
3014
Abacus Wealth Partners
California
$231K +$216K +4,499 New
CSWM
3015
Cassady Schiller Wealth Management
Ohio
$231K -$32.9K -687 -13%
WWG
3016
West Wealth Group
California
$230K +$216K +4,496 New
CWM
3017
Cranbrook Wealth Management
Michigan
$230K -$2.4K -50 -1%
TIA
3018
Tandem Investment Advisors
South Carolina
$230K +$215K +4,490 New
I
3019
IMPACTfolio
Colorado
$229K -$125K -2,603 -37%
FCG
3020
Financial Connections Group
California
$229K -$17.1K -357 -7%
PIM
3021
Provident Investment Management
Michigan
$229K +$214K +4,465 New
BA
3022
BCM Advisors
Louisiana
$228K – – –
VBFG
3023
Vishria Bird Financial Group
Tennessee
$228K +$214K +4,458 New
PMG
3024
Private Management Group
California
$228K +$213K +4,448 New
TFA
3025
Toth Financial Advisory
Virginia
$228K -$7.58K -158 -3%
119 120
121
122 123