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Pfizer
PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
B
2001
Brightworth
Georgia
$422K -$39.6K -989 -9%
BMM
2002
Buffington Mohr McNeal
Idaho
$422K +$14.7K +368 +4%
EAMA
2003
EFG Asset Management (Americas)
Florida
$419K +$130K +3,248 +45%
MAA
2004
Mraz Amerine & Associates
California
$417K -$13.2K -330 -3%
GSWM
2005
Golden State Wealth Management
California
$417K +$414K +10,350 New
GI
2006
Gradient Investments
Minnesota
$414K -$106K -2,644 -20%
BKA
2007
Brick & Kyle Associates
Pennsylvania
$414K +$34.4K +858 +9%
PGA
2008
Premia Global Advisors
Florida
$414K +$412K +10,289 New
SFI
2009
SPC Financial Inc
Maryland
$412K +$4.29K +107 +1%
PIA
2010
Pinion Investment Advisors
Kansas
$412K +$19K +474 +5%
CF
2011
Corrigan Financial
Rhode Island
$411K +$11.8K +295 +3%
CCM
2012
Carlson Capital Management
Minnesota
$409K +$25.8K +643 +7%
LCM
2013
Liberty Capital Management
Michigan
$408K -$14.8K -369 -4%
LWANC
2014
Laurel Wealth Advisors (North Carolina)
North Carolina
$406K – – –
HFA
2015
High Falls Advisors
New York
$405K +$681 +17 +0.2%
MFT
2016
Moisand Fitzgerald Tamayo
Florida
$404K +$21.3K +532 +6%
PCP
2017
Proficio Capital Partners
Massachusetts
$404K +$148K +3,691 +58%
CWM
2018
Circle Wealth Management
New Jersey
$403K – – –
SLF
2019
Sun Life Financial
Ontario, Canada
$401K -$1.56M -38,946 -80%
PGWM
2020
Parisi Gray Wealth Management
New Jersey
$400K +$23K +574 +6%
SP
2021
Successful Portfolios
Florida
$399K -$18.7K -467 -5%
CS
2022
Cannell & Spears
New York
$398K – – –
AWM
2023
Affinity Wealth Management
Delaware
$396K – – –
CIC
2024
Chase Investment Counsel
Virginia
$396K +$71.7K +1,790 +22%
VCM
2025
Virtue Capital Management
Tennessee
$395K -$60.5K -1,511 -13%
79 80
81
82 83