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Pfizer
PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
2026
Kaydan Wealth Management
Michigan
$916K -$2.59K -54 -0.3%
CPA
2027
Capital Planning Advisors
California
$915K +$89.5K +1,867 +12%
KWS
2028
Keystone Wealth Services
California
$915K +$9.97K +208 +1%
RBC
2029
Roble Belko & Company
Pennsylvania
$914K +$19.7K +411 +2%
IAS
2030
Investment Advisory Services
Texas
$913K -$336 -7 -0%
AP
2031
Atwood & Palmer
Missouri
$912K – – –
AAMC
2032
Asset Allocation & Management Company
Illinois
$912K -$273K -5,700 -24%
CGA
2033
Crescent Grove Advisors
Illinois
$911K -$44.8K -935 -5%
ATWA
2034
Arbor Trust Wealth Advisors
Michigan
$911K +$117K +2,447 +16%
TCWM
2035
Total Clarity Wealth Management
Illinois
$909K -$14K -291 -2%
WDG
2036
Wealth Dimensions Group
Ohio
$909K +$52.2K +1,089 +7%
RWMG
2037
Redwood Wealth Management Group
New Jersey
$908K +$849K +17,713 New
FAG
2038
Fortitude Advisory Group
Washington
$907K +$2.3K +48 +0.3%
KLWA
2039
Kelly Lawrence W & Associates
California
$903K – – –
B
2040
Bellecapital
Switzerland
$903K +$10.8K +225 +1%
ZIG
2041
Zullo Investment Group
Pennsylvania
$902K +$2.16K +45 +0.3%
SPW
2042
Sonoma Private Wealth
California
$900K +$842K +17,558 New
CAGAS
2043
Capital Advisory Group Advisory Services
Minnesota
$899K +$2.25K +47 +0.3%
UIA
2044
Ulland Investment Advisors
Minnesota
$897K +$169K +3,535 +25%
CCMIC
2045
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$897K – – –
CRIG
2046
Charter Research & Investment Group
Connecticut
$896K – – –
LAM
2047
Lakewood Asset Management
Illinois
$896K +$839K +17,491 New
SWA
2048
SFMG Wealth Advisors
Texas
$894K -$58.6K -1,222 -7%
SWM
2049
Salvus Wealth Management
New Jersey
$894K -$50.5K -1,054 -6%
BTIM
2050
BancFirst Trust & Investment Management
Oklahoma
$893K – – –
80 81
82
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