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Pfizer
PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
NG
1976
Northstar Group
New York
$385K -$2.59K -105 -0.7%
ISWM
1977
Independent Solutions Wealth Management
New York
$384K -$44.2K -1,791 -11%
EAM
1978
Exane Asset Management
France
$384K +$316K +12,821 New
HPBT
1979
Hickory Point Bank & Trust
Illinois
$384K -$10.6K -428 -3%
JEST
1980
JTC Employer Solutions Trustee
Jersey
$383K – – –
NAMP
1981
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$383K -$88.9K -3,600 -19%
LCM
1982
LCM Capital Management
Illinois
$383K -$3.04K -123 -0.8%
PCM
1983
Ping Capital Management
New York
$382K – – –
BRM
1984
Boston Research & Management
Massachusetts
$382K – – –
RWP
1985
Revolve Wealth Partners
New Jersey
$381K -$73.6K -2,981 -17%
WFAG
1986
Wescott Financial Advisory Group
Pennsylvania
$380K -$53.7K -2,176 -13%
WKSWA
1987
White Knight Strategic Wealth Advisors
New Jersey
$379K +$12K +485 +3%
SPF
1988
South Plains Financial
Texas
$378K – – –
MPWS
1989
McCarter Private Wealth Services
Massachusetts
$378K -$4.81K -195 -1%
FCMT
1990
Founders Capital Management (Texas)
Texas
$377K +$2.35K +95 +0.6%
NFSG
1991
Newbridge Financial Services Group
Florida
$377K -$144K -5,831 -28%
SIM
1992
Sentry Investment Management
Wisconsin
$376K -$88.8K -3,598 -20%
AHB
1993
Abner Herrman & Brock
New Jersey
$376K – – –
CH
1994
Cromwell Holdings
Wyoming
$375K – – –
WWC
1995
Waypoint Wealth Counsel
Georgia
$375K +$364K +14,728 New
CCFM
1996
Clear Creek Financial Management
Washington
$375K -$12.5K -505 -3%
TBNY
1997
Trustco Bank (New York)
New York
$375K -$23.7K -959 -6%
4A
1998
4Wealth Advisors
Illinois
$375K +$32.8K +1,329 +10%
BAM
1999
Brave Asset Management
New Jersey
$374K +$29.7K +1,203 +9%
DWAM
2000
Duncan Williams Asset Management
Tennessee
$374K -$19.8K -802 -5%
78 79
80
81 82