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Pfizer
PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
2001
Sax Wealth Advisors
New Jersey
$356K -$196K -7,503 -37%
TC
2002
Tannin Capital
North Carolina
$356K -$26.4K -1,011 -6%
DWM
2003
Denver Wealth Management
Colorado
$355K +$14.5K +555 +4%
AHB
2004
Abner Herrman & Brock
New Jersey
$355K – – –
FFG
2005
Forum Finance Group
$355K +$785 +30 +0.2%
TFG
2006
Taylor Financial Group
Virginia
$355K – – –
MCCP
2007
Mission Creek Capital Partners
California
$355K +$176K +6,746 +44%
WFC
2008
Western Financial Corp
California
$353K +$3.64K +139 +1%
NDBT
2009
North Dallas Bank & Trust
Texas
$353K -$15.7K -600 -4%
ZAM
2010
Zevin Asset Management
Massachusetts
$353K – – –
CFG
2011
Cooper Financial Group
California
$352K +$49.3K +1,883 +15%
CFO
2012
CVA Family Office
Colorado
$352K -$26.8K -1,024 -7%
SSWM
2013
Sheets Smith Wealth Management
North Carolina
$352K +$2.04K +78 +0.5%
CAL
2014
Capital Analysts LLC
Pennsylvania
$351K -$366 -14 -0.1%
ZF
2015
Zhang Financial
Michigan
$350K -$55.7K -2,130 -13%
RPGK
2016
Retirement Planning Group (Kansas)
Kansas
$350K +$16.7K +640 +5%
APW
2017
Aventura Private Wealth
Florida
$350K -$10.3K -392 -3%
SC
2018
Saybrook Capital
North Carolina
$349K – – –
KP
2019
Keel Point
Alabama
$349K -$54.2K -2,071 -13%
CRWM
2020
Castle Rock Wealth Management
California
$348K -$10.6K -406 -3%
GWA
2021
Gratus Wealth Advisors
Virginia
$348K +$968 +37 +0.3%
LCM
2022
LCM Capital Management
Illinois
$348K +$8.74K +334 +2%
CHJWM
2023
Carlton Hofferkamp & Jenks Wealth Management
Texas
$347K -$6.46K -247 -2%
NG
2024
Novem Group
New York
$347K -$4.89K -187 -1%
SL
2025
Summitry LLC
California
$346K -$267K -10,198 -41%
79 80
81
82 83