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Pfizer
PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
CPWA
2401
Cerro Pacific Wealth Advisors
California
$446K -$329K -7,617 -41%
BWM
2402
BNC Wealth Management
Oregon
$445K +$864 +20 +0.2%
SAM
2403
Satovsky Asset Management
New York
$444K +$4.71K +109 +1%
LGWM
2404
Litman Gregory Wealth Management
California
$444K +$470K +10,874 New
SFP
2405
Sweet Financial Partners
Minnesota
$443K -$6.82K -158 -1%
PWM
2406
Paulson Wealth Management
Illinois
$443K +$21.7K +502 +5%
MWM
2407
Mattern Wealth Management
Kansas
$442K -$4.32K -100 -0.9%
NC
2408
NovaPoint Capital
Georgia
$441K +$7.21K +167 +2%
BCMLT
2409
Beacon Capital Management LLC (Tennessee)
Tennessee
$440K -$16.8K -389 -3%
3LCM
2410
3D/L Capital Management
Connecticut
$438K +$9.29K +215 +2%
LL
2411
LWMG LLC
Minnesota
$438K -$72K -1,667 -13%
SAM
2412
Secure Asset Management
Michigan
$436K -$222K -5,138 -32%
HTI
2413
Hikari Tsushin Inc
Japan
$435K – – –
WW
2414
Waterfront Wealth
Kansas
$434K -$25.1K -581 -5%
HHGA
2415
Halbert Hargrove Global Advisors
California
$434K -$30.1K -696 -6%
KFA
2416
Kapstone Financial Advisors
Ohio
$433K +$27.9K +647 +7%
CWP
2417
Capital Wealth Planning
Florida
$431K -$7.95K -184 -2%
CB
2418
Centennial Bank
Arkansas
$430K -$49.7K -1,150 -10%
OSNBOA
2419
Old Second National Bank of Aurora
Illinois
$430K -$3.82M -88,393 -89%
BA
2420
Ballast Advisors
Minnesota
$430K +$24.1K +558 +6%
OL
2421
Optas LLC
Texas
$430K +$34.2K +792 +8%
FPCP
2422
Fort Point Capital Partners
California
$429K -$47.8K -1,107 -10%
SMWM
2423
Silvia McColl Wealth Management
California
$429K +$9.03K +209 +2%
CC
2424
Claybrook Capital
Massachusetts
$428K – – –
SF
2425
Summit Financial
New Jersey
$428K -$1.38K -32 -0.3%
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97
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