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Pfizer
PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
ABA
2001
American Beacon Advisors
Texas
$64K – – –
DPA
2002
Delphi Private Advisors
California
$64K – – –
WAP
2003
Wealthcare Advisory Partners
Pennsylvania
$61K +$13.1K +414 +28%
MWM
2004
MinichMacGregor Wealth Management
New York
$59K -$1.14K -36 -2%
FPA
2005
Fieldpoint Private Advisors
New York
$58K -$8.32K -264 -13%
HS
2006
Horan Securities
United States
$52K +$378 +12 +0.7%
KAS
2007
Kemnay Advisory Services
New York
$50K – – –
HIM
2008
Hillsdale Investment Management
Ontario, Canada
$50K +$347 +11 +0.7%
IP
2009
Isthmus Partners
Wisconsin
$49K – – –
CPP
2010
Crow Point Partners
Massachusetts
$48K -$69.4K -2,202 -59%
EMG
2011
ETF Managers Group
New Jersey
$48K +$47.3K +1,501 New
CFN
2012
Cordasco Financial Network
Florida
$43K -$1.48K -47 -3%
SHJ
2013
Sharkey, Howes & Javer
Colorado
$42K -$820 -26 -2%
VC
2014
Vestor Capital
Illinois
$41K -$29.2K -925 -42%
LIM
2015
Lagoda Investment Management
New York
$41K – – –
LWM
2016
Lenox Wealth Management
Ohio
$38K -$15.4K -488 -29%
WAM
2017
Watermark Asset Management
California
$38K +$347 +11 +0.9%
GWA
2018
Guidant Wealth Advisors
Illinois
$38K +$21.4K +677 +128%
LGWM
2019
Litman Gregory Wealth Management
California
$34K -$33.2K -1,054 -50%
BIMC
2020
Benson Investment Management Company
Virginia
$34K – – –
SAC
2021
Smith Affiliated Capital
New York
$33.6K – – –
TJHA
2022
Thomas J. Herzfeld Advisors
Florida
$33K -$33.8K -1,071 -51%
OFS
2023
Orrstown Financial Services
Pennsylvania
$31K -$78.1K -2,477 -72%
CFD
2024
Creative Financial Designs
Indiana
$30K -$2.9K -92 -9%
GI
2025
GS Investments
Minnesota
$27.5K +$27.2K +862 New
79 80
81
82 83