Institutional Owners for PFE
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| PHYSICIAN WEALTH ADVISORS INC | COM | 3251 | $256,027 | 9,966 | 0.00 | 0.00 | -605 | -5.72 | 03-31-2024 |
| FORT POINT CAPITAL PARTNERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -554 | -5.27 | 12-31-2023 |
| D'ORAZIO & ASSOCIATES INC | COM | 3253 | $365,037 | 9,952 | 0.00 | 0.13 | 731 | 7.93 | 06-30-2023 |
| PROVIDENCE FIRST TRUST CO | COM | 3254 | $286,115 | 9,938 | 0.00 | 9,938 | +Inf | 12-31-2023 |
