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Pfizer
PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
PRTG
2026
Post Resch Tallon Group
New York
$421K -$52.4K -2,003 -10%
BIC
2027
Beach Investment Counsel
Pennsylvania
$420K -$36.6K -1,400 -8%
WDC
2028
Woodward Diversified Capital
California
$420K +$28.3K +1,082 +7%
SWMP
2029
Signature Wealth Management Partners
New Jersey
$419K +$230K +8,800 +114%
CWP
2030
Core Wealth Partners
California
$418K -$52.2K -1,996 -11%
AAA
2031
American Alpha Advisors
New York
$418K +$432K +16,504 New
ABLA
2032
Alan B. Lancz & Associates
Ohio
$418K – – –
HPBT
2033
Hickory Point Bank & Trust
Illinois
$418K -$21K -802 -5%
WIM
2034
Westside Investment Management
California
$418K +$69.3K +2,647 +19%
SFS
2035
Sharp Financial Services
Pennsylvania
$417K +$83.1K +3,175 +24%
RWP
2036
Revolve Wealth Partners
New Jersey
$417K -$60.3K -2,306 -12%
BWM
2037
BankPlus Wealth Management
Mississippi
$417K +$38.3K +1,464 +10%
JC
2038
JBGlobal.com
New York
$417K +$73.7K +2,816 +21%
SFS
2039
Symphony Financial Services
Ohio
$417K +$75.5K +2,886 +21%
RTC
2040
Riverview Trust Company
Washington
$416K -$139K -5,326 -24%
GFG
2041
Goldstone Financial Group
Illinois
$416K +$429K +16,409 New
GWMR
2042
GC Wealth Management RIA
Massachusetts
$416K -$77.3K -2,955 -15%
TAM
2043
Trillium Asset Management
Massachusetts
$415K – – –
SIM
2044
Sentry Investment Management
Wisconsin
$413K +$348K +13,290 +268%
ITIM
2045
Indiana Trust & Investment Management
Indiana
$412K +$6.72K +257 +2%
DC
2046
Defender Capital
North Carolina
$411K -$14.7K -560 -3%
TBNY
2047
Trustco Bank (New York)
New York
$410K -$56.3K -2,150 -12%
ANC
2048
Ames National Corp
Iowa
$410K – – –
MA
2049
MKT Advisors
California
$409K -$12.2K -465 -3%
ZAM
2050
Zevin Asset Management
Massachusetts
$409K -$1.57K -60 -0.4%
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