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Pfizer
PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
2026
MinichMacGregor Wealth Management
New York
$62K -$4.82K -153 -7%
LWM
2027
Lenox Wealth Management
Ohio
$55K -$30.3K -961 -36%
HS
2028
Horan Securities
United States
$53K +$51.8K +1,643 New
KAS
2029
Kemnay Advisory Services
New York
$51K – – –
HIM
2030
Hillsdale Investment Management
Ontario, Canada
$50K -$299K -9,476 -86%
CFS
2031
Commonwealth Financial Services
West Virginia
$50K – – –
IP
2032
Isthmus Partners
Wisconsin
$50K – – –
WAP
2033
Wealthcare Advisory Partners
Pennsylvania
$48K – – –
CFN
2034
Cordasco Financial Network
Florida
$46K +$662 +21 +2%
BC
2035
Barnett & Company
Tennessee
$43K -$32.2K -1,022 -43%
SHJ
2036
Sharkey, Howes & Javer
Colorado
$43K +$820 +26 +2%
LIM
2037
Lagoda Investment Management
New York
$42K – – –
IUHSA
2038
Itau Unibanco Holding S.A.
Brazil
$39K +$37.9K +1,202 New
WAM
2039
Watermark Asset Management
California
$38K +$37.1K +1,177 New
SAC
2040
Smith Affiliated Capital
New York
$34.2K – – –
BIMC
2041
Benson Investment Management Company
Virginia
$34K – – –
CFD
2042
Creative Financial Designs
Indiana
$34K +$12.9K +410 +66%
SIM
2043
Sprucegrove Investment Management
Ontario, Canada
$30.8K – – –
WAS
2044
Winch Advisory Services
Wisconsin
$28K +$4.98K +158 +23%
LWA
2045
Lenox Wealth Advisors
New York
$27K -$32.9K -1,045 -55%
BCI
2046
Brinker Capital Investments
Pennsylvania
$26K – – –
IF
2047
Ironwood Financial
Arizona
$26K – – –
UWPG
2048
Ullmann Wealth Partners Group
Florida
$25K +$24.7K +782 New
NYLT
2049
New York Life Trust
New York
$24K -$272K -8,618 -92%
WCM
2050
Wealthcare Capital Management
Virginia
$24K +$9.96K +316 +77%
80 81
82
83 84