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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
2026
Alera Investment Advisors
Illinois
$652K +$107K +2,754 +18%
CMP
2027
Coston McIsaac & Partners
Maine
$649K +$2.8K +72 +0.4%
FFA
2028
Farther Finance Advisors
California
$648K +$89.6K +2,302 +15%
BIM
2029
Baldwin Investment Management
Pennsylvania
$648K -$15.6K -400 -2%
TAM
2030
Trillium Asset Management
Massachusetts
$648K -$85.2K -2,190 -11%
WAG
2031
Winthrop Advisory Group
Massachusetts
$648K -$4.09K -105 -0.6%
KWS
2032
Keystone Wealth Services
California
$647K -$8.64K -222 -1%
CBNLCF
2033
Cognios Beta Neutral Large Cap Fund
Kansas
$647K -$181K -4,649 -21%
PPP
2034
Private Portfolio Partners
New Jersey
$646K +$27.3K +702 +4%
IIA
2035
Integral Investment Advisors
California
$646K +$3.74K +96 +0.5%
FB
2036
First Bancorp
Maine
$645K -$11.7K -300 -2%
SFFS
2037
Stonehage Fleming Financial Services
Jersey
$643K +$682K +17,532 New
CGA
2038
Crescent Grove Advisors
Illinois
$643K -$13.7K -353 -2%
BTIM
2039
BancFirst Trust & Investment Management
Oklahoma
$643K – – –
EI
2040
Ellevest Inc
New York
$643K +$163K +4,198 +32%
MTIM
2041
Marathon Trading Investment Management
Pennsylvania
$643K +$218K +5,607 +47%
RGF
2042
Retirement Guys Formula
Ohio
$642K +$168K +4,313 +33%
CRIG
2043
Charter Research & Investment Group
Connecticut
$642K – – –
ZIG
2044
Zullo Investment Group
Pennsylvania
$641K -$15.9K -408 -2%
CIP
2045
Convergence Investment Partners
Florida
$641K +$211K +5,414 +45%
PIA
2046
Pinion Investment Advisors
Kansas
$641K +$75K +1,928 +12%
PAIM
2047
Punch & Associates Investment Management
Minnesota
$639K +$70.3K +1,807 +12%
BEI
2048
Benjamin Edwards Inc
Missouri
$639K -$63.4K -1,628 -9%
TT
2049
TI-Trust
Illinois
$639K +$7.59K +195 +1%
PG
2050
Patten Group
Tennessee
$637K -$114K -2,941 -14%
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