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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
GIM
2026
Guardian Investment Management
California
$436K -$103K -3,810 -19%
ACS
2027
Archford Capital Strategies
Illinois
$436K -$15.8K -583 -3%
WFAG
2028
Wescott Financial Advisory Group
Pennsylvania
$435K +$23.4K +864 +6%
AWM
2029
Aprio Wealth Management
Georgia
$434K +$7.62K +281 +2%
SPF
2030
South Plains Financial
Texas
$434K +$444K +16,378 New
TAM
2031
Trillium Asset Management
Massachusetts
$434K -$10.8K -400 -2%
NCM
2032
Noesis Capital Mangement
Florida
$434K +$11.2K +413 +3%
SFP
2033
Shepherd Financial Partners
Massachusetts
$434K -$173K -6,371 -28%
SFG
2034
Sovereign Financial Group
Connecticut
$434K -$33.4K -1,233 -7%
GJIA
2035
Glass Jacobson Investment Advisors
Maryland
$433K -$95K -3,501 -18%
IIC
2036
Ironwood Investment Counsel
Arizona
$433K -$102K -3,750 -19%
SC
2037
Scholtz & Company
Connecticut
$432K – – –
CSA
2038
Cornerstone Select Advisors
Missouri
$432K +$441K +16,275 New
CIA
2039
Cape Investment Advisory
Georgia
$431K +$4.86K +179 +1%
MFS
2040
Miller Financial Services
Michigan
$431K +$440K +16,230 New
FIC
2041
FCG Investment Company
Tennessee
$430K -$63.9K -2,357 -13%
ZAM
2042
Zevin Asset Management
Massachusetts
$429K +$138K +5,095 +46%
ANC
2043
Ames National Corp
Iowa
$429K +$438K +16,162 New
EWM
2044
Executive Wealth Management
Michigan
$428K -$8K -295 -2%
W
2045
Wealthquest
Ohio
$428K +$6.89K +254 +2%
IIM
2046
Ipswich Investment Management
Massachusetts
$428K -$42.1K -1,551 -9%
GWSG
2047
GPS Wealth Strategies Group
Colorado
$427K -$67.1K -2,475 -13%
NSB
2048
Norway Savings Bank
Maine
$426K +$3.36K +124 +0.8%
ITIM
2049
Indiana Trust & Investment Management
Indiana
$425K -$23.5K -868 -5%
CMP
2050
Coston McIsaac & Partners
Maine
$424K -$84.1K -3,099 -16%
80 81
82
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