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PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
MPWS
2026
McCarter Private Wealth Services
Massachusetts
$364K +$16.3K +700 +5%
BRM
2027
Boston Research & Management
Massachusetts
$364K – – –
JEST
2028
JTC Employer Solutions Trustee
Jersey
$364K – – –
PCM
2029
Ping Capital Management
New York
$364K – – –
WFI
2030
West Family Investments
California
$363K +$19.3K +829 +6%
WCM
2031
Winthrop Capital Management
Indiana
$363K -$405K -17,367 -54%
WSCM
2032
Wellington Shields Capital Management
New York
$363K -$151K -6,473 -30%
PFS
2033
Physicians Financial Services
North Carolina
$362K -$156K -6,682 -31%
BIA
2034
Bigelow Investment Advisors
Maine
$361K -$28.4K -1,219 -8%
ATIA
2035
American Trust Investment Advisors
New Hampshire
$361K -$717K -30,755 -67%
BFG
2036
Berger Financial Group
Minnesota
$361K -$41.7K -1,790 -11%
EWA
2037
Encompass Wealth Advisors
Oregon
$360K +$25.5K +1,094 +8%
SPF
2038
South Plains Financial
Texas
$360K – – –
SIA
2039
Soltis Investment Advisors
Utah
$359K -$2.2M -94,309 -86%
KCIC
2040
Kuhn & Co Investment Counsel
Illinois
$359K – – –
EAM
2041
Evanson Asset Management
California
$358K +$91.1K +3,908 +36%
AHB
2042
Abner Herrman & Brock
New Jersey
$358K – – –
CH
2043
Cromwell Holdings
Wyoming
$357K -$88.6K -3,801 -21%
FCMT
2044
Founders Capital Management (Texas)
Texas
$356K -$46.8K -2,008 -12%
LCS
2045
Levin Capital Strategies
New York
$356K -$138K -5,917 -29%
DA
2046
Dover Advisors
Virginia
$356K -$185K -7,943 -35%
MIC
2047
Means Investment Company
Maine
$356K -$522K -22,379 -60%
OL
2048
OneFund LLC
Florida
$356K -$2.59K -111 -0.7%
RWM
2049
RKL Wealth Management
Pennsylvania
$356K -$4.76K -204 -1%
FIC
2050
FCG Investment Company
Tennessee
$356K +$342K +14,681 New
80 81
82
83 84