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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
2026
Leisure Capital Management
California
$577K -$4.2K -108 -0.7%
KWMG
2027
King Wealth Management Group
Florida
$575K +$18K +463 +3%
B
2028
Bridgeworth
Alabama
$574K -$37.2K -957 -6%
PSC
2029
Prentiss Smith & Co
Vermont
$573K -$30.3K -779 -5%
CAM
2030
Campion Asset Management
Virginia
$572K -$65.7K -1,689 -10%
CNB
2031
Camden National Bank
Maine
$571K -$38.6K -993 -6%
PPP
2032
Private Portfolio Partners
New Jersey
$571K +$70.9K +1,823 +14%
PP
2033
Professional Planning
California
$570K +$15.9K +408 +3%
HWA
2034
Heritage Wealth Advisors
Virginia
$569K +$52.1K +1,340 +10%
MA
2035
MBA Advisors
Pennsylvania
$569K +$5.33K +137 +1%
MIP
2036
Marietta Investment Partners
Wisconsin
$568K – – –
TC
2037
Truvestments Capital
Florida
$566K -$705K -18,138 -56%
CFO
2038
CVA Family Office
Colorado
$566K +$42.3K +1,088 +8%
LWANC
2039
Laurel Wealth Advisors (North Carolina)
North Carolina
$565K – – –
CHP
2040
Cable Hill Partners
Oregon
$564K +$46.6K +1,198 +9%
SCM
2041
Sterneck Capital Management
Missouri
$563K – – –
AC
2042
Avestar Capital
New York
$562K -$136K -3,498 -20%
CAN
2043
Claraphi Advisory Network
United States
$562K +$5.17K +133 +0.9%
WAG
2044
Winthrop Advisory Group
Massachusetts
$561K -$27.5K -706 -5%
FG
2045
Foster Group
Iowa
$560K +$11.9K +307 +2%
WA
2046
Wealth Architects
California
$560K +$107K +2,752 +24%
CPA
2047
Capital Planning Advisors
California
$559K – – –
MFG
2048
Magnus Financial Group
New York
$559K +$2.76K +71 +0.5%
OFW
2049
Omnia Family Wealth
Florida
$558K +$194 +5 +0%
MJP
2050
Michael J. Puzo
$556K – – –
80 81
82
83 84