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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
2026
Pointe Capital Management
Michigan
$367K +$69.7K +2,046 +21%
DI
2027
DAGCO Inc
Ohio
$366K -$141K -4,131 -26%
LG
2028
Leuthold Group
Minnesota
$366K -$37.4K -1,098 -8%
SP
2029
Successful Portfolios
Florida
$365K +$19.7K +577 +5%
FC
2030
Forte Capital
New York
$365K +$401K +11,783 New
ESBC
2031
E.S. Barr & Co
Kentucky
$362K -$76.4K -2,243 -16%
CAM
2032
Concorde Asset Management
Michigan
$362K +$85.6K +2,511 +27%
CHP
2033
Cable Hill Partners
Oregon
$361K -$29K -851 -7%
IAS
2034
Investment Advisory Services
Texas
$360K – – –
PWA
2035
Physician Wealth Advisors
Utah
$360K +$48.9K +1,436 +16%
KLI
2036
Kelman-Lazarov Inc
Tennessee
$359K -$19K -559 -5%
COF
2037
Capital One Financial
Virginia
$359K +$395K +11,598 New
BWM
2038
BigSur Wealth Management
Florida
$358K – – –
BEAM
2039
Baker Ellis Asset Management
Washington
$357K -$46.7K -1,370 -11%
CAL
2040
Capital Advisors Ltd
Ohio
$357K +$6.61K +194 +2%
CPC
2041
Congress Park Capital
New York
$357K +$88.9K +2,608 +29%
JGIA
2042
Jackson Grant Investment Advisers
Connecticut
$356K -$139K -4,068 -26%
PSC
2043
Prentiss Smith & Co
Vermont
$353K -$58.7K -1,723 -13%
I
2044
INVST
Indiana
$353K +$400K +11,725 New
SWM
2045
Sugarloaf Wealth Management
Georgia
$352K -$20.3K -595 -5%
BWA
2046
Beam Wealth Advisors
Louisiana
$352K +$4.7K +138 +1%
AGA
2047
Arkos Global Advisors
Texas
$349K +$384K +11,266 New
FSC
2048
Full Sail Capital
Oklahoma
$348K -$75.2K -2,207 -18%
FAM
2049
Fenimore Asset Management
New York
$348K – – –
OCM
2050
Orser Capital Management
Texas
$347K -$13.3K -390 -3%
80 81
82
83 84