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Pfizer
PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
2001
AlphaMark Advisors
Kentucky
$110K +$29.1K +923 +37%
IDBONY
2002
Israel Discount Bank of New York
New York
$109K -$547K -17,354 -84%
RFWA
2003
RPg Family Wealth Advisory
Massachusetts
$106K +$34.4K +1,091 +50%
ACM
2004
AUA Capital Management
Pennsylvania
$103K -$173K -5,481 -63%
CG
2005
Cutler Group
California
$102K -$4.05M -128,330 -98%
APSP
2006
Asset Planning Services (Pennsylvania)
Pennsylvania
$101K +$4.57K +145 +5%
PCM
2007
Prelude Capital Management
New York
$100K -$1.03M -32,549 -91%
TWMP
2008
Taylor Wealth Management Partners
Massachusetts
$99K – – –
WP
2009
WealthPLAN Partners
Nebraska
$96.4K +$93.7K +2,971 New
RPG
2010
Risk Paradigm Group
Texas
$96.1K -$56.3K -1,785 -38%
MIHAS
2011
Maj Invest Holding A/S
Denmark
$95K +$92.1K +2,921 New
BRC
2012
Bell Rock Capital
Delaware
$92K -$44.5K -1,410 -33%
FFW
2013
Fusion Family Wealth
New York
$89K -$24.8K -786 -22%
DSN
2014
D. Scott Neal
Kentucky
$89K – – –
CIA
2015
Cascade Investment Advisors
Oregon
$84.5K +$6.62K +210 +9%
RWM
2016
Raffa Wealth Management
District of Columbia
$84.3K -$4.45K -141 -5%
RAM
2017
Riggs Asset Management
Pennsylvania
$84K -$24K -762 -23%
HCC
2018
Hirtle Callaghan & Co
Pennsylvania
$82K – – –
AIM
2019
Acrospire Investment Management
Illinois
$72K -$33.2K -1,054 -32%
VC
2020
Vestor Capital
Illinois
$72K – – –
FPA
2021
Fieldpoint Private Advisors
New York
$68K -$3.21M -101,969 -98%
TJHA
2022
Thomas J. Herzfeld Advisors
Florida
$68K +$221 +7 +0.3%
LGWM
2023
Litman Gregory Wealth Management
California
$68K +$33.2K +1,054 +100%
ABA
2024
American Beacon Advisors
Texas
$65.5K +$63.6K +2,018 New
DPA
2025
Delphi Private Advisors
California
$65K -$29.1K -924 -32%
79 80
81
82 83