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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
AWMS
2026
Advocacy Wealth Management Services
Georgia
$12K +$11.6K +360 New
KIG
2027
Kessler Investment Group
Indiana
$12K +$11.9K +369 New
LWA
2028
Lowe Wealth Advisors
Maryland
$11K -$2.8K -87 -22%
GI
2029
GS Investments
Minnesota
$10.7K -$17.5K -546 -63%
SCA
2030
Stuart Chaussee & Associates
California
$10K – – –
MIM
2031
Macroview Investment Management
Maryland
$9K +$32 +1 +0.4%
ACM
2032
Aviance Capital Management
Florida
$7K -$6.52M -202,928 -100%
TRCT
2033
Tower Research Capital (TRC)
New York
$7K -$222K -6,900 -97%
PO
2034
Private Ocean
California
$7K – – –
CAM
2035
ClariVest Asset Management
California
$7K +$5.46K +170 +500%
FA
2036
Fortis Advisors
Pennsylvania
$7K +$6.24K +194 New
AGA
2037
Accuvest Global Advisors
Utah
$6K -$535K -16,635 -99%
HCM
2038
Horrell Capital Management
Arkansas
$6K – – –
AFIA
2039
America First Investment Advisors
Nebraska
$4K – – –
SA
2040
SRH Advisors
Kansas
$4K – – –
SGAM
2041
Smith Group Asset Management
Texas
$3K – – –
FBT
2042
First Bank & Trust
South Dakota
$3K +$2.92K +91 New
PRS
2043
Pinkerton Retirement Specialists
Idaho
$1K -$10.2K -316 -94%
HCM
2044
Highfields Capital Management
Massachusetts
– -$96.2M -3,017,208 Closed
TCM
2045
Tetrem Capital Management
Manitoba, Canada
– -$50.7M -1,589,844 Closed
A
2046
AustralianSuper
Australia
– -$24.3M -761,304 Closed
CGI
2047
CI Global Investments
California
– -$22.4M -701,361 Closed
FTIOP
2048
Fiduciary Trust International of Pennsylvania
Pennsylvania
– -$21.4M -672,609 Closed
RC
2049
Randolph Company
Ohio
– -$17.7M -555,766 Closed
TAM
2050
Todd Asset Management
Kentucky
– -$17.3M -544,392 Closed
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82
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