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Pfizer
PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1501
Cabot Wealth Management
Massachusetts
$251K -$645K -23,692 -72%
LPT
1502
Legacy Private Trust
Wisconsin
$243K +$16K +589 +7%
CCG
1503
Chatham Capital Group
Georgia
$241K – – –
AF
1504
Allworth Financial
California
$241K +$240K +8,831 New
GAM
1505
Garrison Asset Management
Arkansas
$239K -$111K -4,070 -32%
LBC
1506
Lawrence B. Cohen
$239K -$96.2K -3,537 -29%
BWP
1507
BSW Wealth Partners
Colorado
$239K – – –
NOCM
1508
Night Owl Capital Management
Connecticut
$235K – – –
FBFS
1509
First Business Financial Services
Wisconsin
$234K -$20.3K -746 -8%
TIM
1510
Thompson Investment Management
Wisconsin
$232K -$14.3K -527 -6%
TL
1511
Tirschwell & Loewy
New York
$232K – – –
LIM
1512
Longfellow Investment Management
Massachusetts
$231K – – –
SSM
1513
Sound Shore Management
Connecticut
$230K -$91.1M -3,347,828 -100%
CS
1514
Cannell & Spears
New York
$229K -$19.6K -722 -8%
BCI
1515
Brinker Capital Investments
Pennsylvania
$229K +$13.6K +499 +6%
WCM
1516
Weatherstone Capital Management
Colorado
$225K – – –
AW
1517
Alpha Windward
Massachusetts
$224K +$2.91K +107 +1%
WA
1518
WESPAC Advisors
California
$223K -$55.7K -2,046 -20%
AAS
1519
Annex Advisory Services
Wisconsin
$223K +$223K +8,185 New
WOC
1520
West Oak Capital
California
$223K +$10.9K +401 +5%
AC
1521
Alexandria Capital
Virginia
$222K -$250K -9,205 -53%
VWM
1522
Valley Wealth Managers
New Jersey
$221K -$10.8K -396 -5%
MWM
1523
Modera Wealth Management
New Jersey
$221K -$2.23K -82 -1%
NA
1524
NSB Advisors
New York
$220K – – –
PFM
1525
Parsec Financial Management
North Carolina
$219K +$219K +8,040 New
59 60
61
62 63