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Pfizer
PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
SFI
2001
SPC Financial Inc
Maryland
$419K +$17.5K +422 +4%
LWANC
2002
Laurel Wealth Advisors (North Carolina)
North Carolina
$417K +$418K +10,070 New
BRC
2003
Bell Rock Capital
Delaware
$416K -$325K -7,826 -44%
HFA
2004
High Falls Advisors
New York
$415K -$9.34K -225 -2%
SGK
2005
Steigerwald Gordon & Koch
Virginia
$414K -$5.56K -134 -1%
CWM
2006
Circle Wealth Management
New Jersey
$414K – – –
BIA
2007
BHK Investment Advisors
Alabama
$414K +$50.7K +1,222 +14%
BCM
2008
Breiter Capital Management
Florida
$412K -$79.1K -1,906 -16%
MMA
2009
Miracle Mile Advisors
California
$412K +$27K +650 +7%
PJSIMP
2010
P.J. Schmidt Investment Management (PJS)
Wisconsin
$411K -$14.2K -343 -3%
CF
2011
Corrigan Financial
Rhode Island
$410K +$20.6K +497 +5%
CS
2012
Cannell & Spears
New York
$409K -$7.18K -173 -2%
WA
2013
Wealth Architects
California
$409K +$22.7K +546 +6%
AWM
2014
Affinity Wealth Management
Delaware
$407K +$408K +9,826 New
MC
2015
Machina Capital
France
$405K +$406K +9,774 New
HFA
2016
Huber Financial Advisors
Illinois
$404K – – –
PIA
2017
Pinion Investment Advisors
Kansas
$404K +$20.6K +497 +5%
LC
2018
Landaas & Company
Wisconsin
$403K +$83 +2 +0%
MLFP
2019
MPS Loria Financial Planners
Illinois
$403K +$2.03K +49 +0.5%
CAM
2020
Concorde Asset Management
Michigan
$402K +$124K +2,980 +44%
DI
2021
DFPG Investments
Utah
$402K +$403K +9,718 New
MCM
2022
MV Capital Management
Maryland
$401K +$23.7K +572 +6%
MIP
2023
Marietta Investment Partners
Wisconsin
$400K -$124K -2,990 -24%
RPC
2024
Rossmore Private Capital
Connecticut
$396K +$30.6K +738 +8%
HCA
2025
Harbour Capital Advisors
Virginia
$394K -$42.8K -1,031 -10%
79 80
81
82 83