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Pfizer
PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
CFSG
2001
Community Financial Services Group
Vermont
$359K -$16K -611 -4%
WAM
2002
Walker Asset Management
Missouri
$358K +$15.5K +591 +4%
BFWA
2003
Benchmark Financial Wealth Advisors
Florida
$358K -$60.1K -2,299 -13%
CFA
2004
CWS Financial Advisors
Michigan
$358K -$27.2K -1,038 -7%
CFD
2005
Creative Financial Designs
Indiana
$357K +$8.74K +334 +2%
CCM
2006
Capstone Capital Management
$357K -$388K -14,829 -50%
BWA
2007
Basecamp Wealth Advisors
Washington
$357K +$26.4K +1,010 +7%
LC
2008
Lawood & Co
Pennsylvania
$357K -$19.2K -733 -5%
MSCM
2009
McElhenny Sheffield Capital Management
Texas
$357K +$29K +1,108 +8%
SWA
2010
Sax Wealth Advisors
New Jersey
$356K -$196K -7,503 -37%
TC
2011
Tannin Capital
North Carolina
$356K -$26.4K -1,011 -6%
DWM
2012
Denver Wealth Management
Colorado
$355K +$14.5K +555 +4%
AHB
2013
Abner Herrman & Brock
New Jersey
$355K – – –
FFG
2014
Forum Finance Group
$355K +$785 +30 +0.2%
TFG
2015
Taylor Financial Group
Virginia
$355K – – –
MCCP
2016
Mission Creek Capital Partners
California
$355K +$176K +6,746 +44%
WFC
2017
Western Financial Corp
California
$353K +$3.64K +139 +1%
NDBT
2018
North Dallas Bank & Trust
Texas
$353K -$15.7K -600 -4%
ZAM
2019
Zevin Asset Management
Massachusetts
$353K – – –
CFG
2020
Cooper Financial Group
California
$352K +$49.3K +1,883 +15%
CFO
2021
CVA Family Office
Colorado
$352K -$26.8K -1,024 -7%
SSWM
2022
Sheets Smith Wealth Management
North Carolina
$352K +$2.04K +78 +0.5%
CAL
2023
Capital Analysts LLC
Pennsylvania
$351K -$366 -14 -0.1%
ZF
2024
Zhang Financial
Michigan
$350K -$55.7K -2,130 -13%
RPGK
2025
Retirement Planning Group (Kansas)
Kansas
$350K +$16.7K +640 +5%
79 80
81
82 83