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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
2026
Pointe Capital Management
Michigan
$368K – – –
DI
2027
DAGCO Inc
Ohio
$367K – – –
MSU
2028
Mizuho Securities USA
New York
$366K -$18.1M -532,073 -98%
WQ
2029
Wealth Quarterback
New Jersey
$365K +$60.2K +1,772 +18%
MFP
2030
Meridian Financial Partners
Virginia
$364K +$370K +10,900 New
PBC
2031
Pavion Blue Capital
California
$363K +$52.7K +1,550 +15%
AIM
2032
Alhambra Investment Management
Florida
$362K -$13.3K -391 -3%
OCM
2033
Orser Capital Management
Texas
$362K +$15.8K +464 +4%
CICI
2034
Capital Investment Counsel Inc
North Carolina
$361K -$566K -16,655 -59%
CHP
2035
Cable Hill Partners
Oregon
$361K +$170 +5 +0%
NWM
2036
Northwest Wealth Management
Iowa
$361K +$19.9K +587 +5%
JGIA
2037
Jackson Grant Investment Advisers
Connecticut
$360K +$3.36K +99 +0.9%
ACA
2038
Affinity Capital Advisors
California
$359K -$4.14K -122 -1%
PWM
2039
Paulson Wealth Management
Illinois
$359K +$22.1K +651 +6%
BWM
2040
BigSur Wealth Management
Florida
$358K – – –
BEAM
2041
Baker Ellis Asset Management
Washington
$357K – – –
CAL
2042
Capital Advisors Ltd
Ohio
$357K +$34 +1 +0%
GC
2043
Grace Capital
Massachusetts
$355K -$323K -9,506 -45%
FUBT
2044
First United Bank & Trust
Maryland
$355K -$30K -882 -7%
CAM
2045
Concorde Asset Management
Michigan
$355K -$8.83K -260 -2%
LG
2046
Leuthold Group
Minnesota
$353K -$15.2K -446 -4%
SWM
2047
Sugarloaf Wealth Management
Georgia
$352K -$136 -4 -0%
LFG
2048
Larson Financial Group
Missouri
$351K +$29.2K +859 +8%
OL
2049
Optas LLC
Texas
$350K -$310K -9,115 -45%
AGA
2050
Arkos Global Advisors
Texas
$350K – – –
80 81
82
83 84