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Pfizer
PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
2026
Patriot Financial Group Insurance Agency
Massachusetts
$449K -$51.4K -1,442 -11%
SAM
2027
SignalPoint Asset Management
Missouri
$449K +$4.24K +119 +1%
BCI
2028
Brinker Capital Investments
Pennsylvania
$449K +$47.6K +1,336 +12%
WA
2029
Wheatland Advisors
Pennsylvania
$448K -$455K -12,777 -51%
PCS
2030
Personal CFO Solutions
New Jersey
$448K -$86.8K -2,436 -17%
SIP
2031
Stoneridge Investment Partners
Pennsylvania
$447K – – –
BHWM
2032
Bay Harbor Wealth Management
Maryland
$447K +$102K +2,856 +31%
PA
2033
Procyon Advisors
Connecticut
$447K +$428K +12,023 New
PPP
2034
Private Portfolio Partners
New Jersey
$445K -$21.2K -594 -5%
SWM
2035
Sugarloaf Wealth Management
Georgia
$444K +$426K +11,954 New
VCM
2036
Virtue Capital Management
Tennessee
$441K -$1.25M -35,003 -75%
ACA
2037
Affinity Capital Advisors
California
$440K +$422K +11,847 New
KIC
2038
Keating Investment Counselors
Florida
$439K – – –
FSC
2039
Full Sail Capital
Oklahoma
$432K -$23.2K -651 -5%
BWM
2040
BigSur Wealth Management
Florida
$429K – – –
OCM
2041
Orser Capital Management
Texas
$428K +$10.9K +305 +3%
AIM
2042
AIA Investment Management
Singapore
$428K +$18.3K +515 +5%
HPWM
2043
Highland Private Wealth Management
Washington
$423K -$34.2K -959 -8%
TF
2044
TRH Financial
Iowa
$423K +$409K +11,495 New
CAL
2045
Capital Advisors Ltd
Ohio
$421K +$50.3K +1,413 +14%
FUBT
2046
First United Bank & Trust
Maryland
$420K +$5.09K +143 +1%
CMI
2047
Clare Market Investments
Texas
$419K -$37K -1,040 -8%
WA
2048
Waverly Advisors
Alabama
$419K -$26.4K -741 -6%
CCM
2049
Carlson Capital Management
Minnesota
$419K +$30.6K +860 +8%
FAM
2050
Fenimore Asset Management
New York
$418K – – –
80 81
82
83 84