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Pfizer
PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
HFP
2451
Holistic Financial Partners
Indiana
$267K +$7.29K +250 +3%
VFG
2452
Valley Financial Group
Pennsylvania
$267K +$321 +11 +0.1%
IIM
2453
InTrack Investment Management
Vermont
$267K -$108K -3,700 -29%
KLI
2454
Kelman-Lazarov Inc
Tennessee
$266K – – –
SWM
2455
Sendero Wealth Management
Texas
$265K – – –
TWM
2456
Trueblood Wealth Management
Ohio
$265K -$20.7K -709 -7%
MPCG
2457
Matrix Private Capital Group
New York
$264K -$2.92K -100 -1%
HW
2458
Hamilton Wealth
California
$263K -$93.1K -3,192 -26%
PWA
2459
Physician Wealth Advisors
Utah
$263K -$35K -1,200 -12%
TCWA
2460
Turtle Creek Wealth Advisors
Texas
$262K +$265K +9,068 New
JF
2461
Joule Financial
Kentucky
$262K -$133K -4,570 -34%
CTWM
2462
Cherry Tree Wealth Management
Minnesota
$262K +$496 +17 +0.2%
NCTC
2463
New Covenant Trust Company
Indiana
$262K +$36.8K +1,261 +16%
SI
2464
Saxon Interests
Texas
$261K +$38.1K +1,305 +17%
VC
2465
Vestor Capital
Illinois
$261K -$8.87K -304 -3%
FA
2466
FDx Advisors
Illinois
$261K +$3.12K +107 +1%
PBC
2467
Pavion Blue Capital
California
$260K +$263K +8,999 New
MAM
2468
McLean Asset Management
Virginia
$260K +$3.47K +119 +1%
OWA
2469
Opal Wealth Advisors
New York
$260K +$846 +29 +0.3%
FBB
2470
Fulton Breakefield Broenniman
Maryland
$260K -$3.3K -113 -1%
SW
2471
SlateStone Wealth
Florida
$260K -$117 -4 -0%
WCA
2472
Waypoint Capital Advisors
Minnesota
$260K +$13.7K +468 +5%
PWP
2473
Perfromance Wealth Partners
Illinois
$259K -$64.9K -2,224 -20%
WCFA
2474
Walkner Condon Financial Advisors
Wisconsin
$257K +$259K +8,882 New
ECM
2475
ExodusPoint Capital Management
New York
$257K -$13.6M -467,113 -98%
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99
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