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Pfizer
PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
PTP
1801
Platform Technology Partners
New York
$579K +$133K +5,089 +29%
SAM
1802
Seelaus Asset Management
New Jersey
$579K -$67.1K -2,565 -10%
BFIC
1803
Bedell Frazier Investment Counselling
California
$578K -$12.3K -471 -2%
CWP
1804
CFM Wealth Partners
Texas
$578K -$95K -3,631 -14%
CFG
1805
Copley Financial Group
California
$577K -$5.16K -197 -0.9%
OL
1806
one8zero8 LLC
North Carolina
$576K -$1.04M -39,670 -64%
CRI
1807
Colonial River Investments
Virginia
$576K -$130K -4,963 -18%
HBT
1808
Heartland Bank & Trust
Illinois
$575K +$594K +22,711 New
APG
1809
Abacus Planning Group
South Carolina
$575K +$890 +34 +0.2%
RLH
1810
RD Lewis Holdings
Florida
$574K -$6.15K -235 -1%
WA
1811
Wealth Architects
California
$574K +$326K +12,476 +123%
DA
1812
Dover Advisors
Virginia
$574K +$231K +8,824 +64%
NCM
1813
Neumann Capital Management
California
$572K – – –
WA
1814
Waddell & Associates
Tennessee
$571K -$65K -2,484 -10%
FWTB
1815
First Western Trust Bank
Colorado
$571K -$2.67K -102 -0.5%
GSWA
1816
Good Steward Wealth Advisors
Tennessee
$571K +$589K +22,515 New
EFSCE
1817
Enterprise Financial Services Corp (EFSC)
Missouri
$570K +$66.9K +2,557 +13%
BWA
1818
Beam Wealth Advisors
Louisiana
$570K -$130K -4,954 -18%
MWM
1819
Maridea Wealth Management
New York
$570K -$125K -4,796 -18%
WB
1820
West Bancorporation
Iowa
$569K – – –
CCM
1821
Colorado Capital Management
Colorado
$569K – – –
PCP
1822
Proficio Capital Partners
Massachusetts
$568K +$364K +13,922 +164%
LIM
1823
Loudon Investment Management
New Hampshire
$567K -$183K -7,000 -24%
JWM
1824
JGP Wealth Management
Oregon
$563K -$339K -12,939 -37%
BFC
1825
Blue Fin Capital
Rhode Island
$563K -$13.4K -513 -2%
71 72
73
74 75