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Pfizer
PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
2001
Cynosure Group
Utah
$341K -$129K -3,534 -26%
VFPI
2002
Vantage Financial Partners (Illinois)
Illinois
$340K – – –
LCM
2003
Liberty Capital Management
Michigan
$340K -$5.02K -138 -1%
CIC
2004
Chase Investment Counsel
Virginia
$340K +$5.6K +154 +2%
ML
2005
McAdam LLC
Pennsylvania
$340K +$101K +2,787 +39%
WA
2006
Wealth Architects
California
$339K -$5.89K -162 -2%
CAL
2007
Capital Advisors Ltd
Ohio
$338K -$56.6K -1,556 -14%
HCM
2008
Hudson Capital Management
New Jersey
$338K -$161K -4,434 -31%
MAA
2009
Mraz Amerine & Associates
California
$337K -$6.69K -184 -2%
AC
2010
Alexandria Capital
Virginia
$336K -$145K -3,983 -29%
PCM
2011
Pointe Capital Management
Michigan
$335K – – –
PWA
2012
Physician Wealth Advisors
Utah
$331K +$328K +9,025 New
PIA
2013
Pinion Investment Advisors
Kansas
$330K +$6.91K +190 +2%
LBC
2014
Lawrence B. Cohen
$330K +$103K +2,846 +42%
MLFP
2015
MPS Loria Financial Planners
Illinois
$329K +$4.87K +134 +1%
WPC
2016
White Pine Capital
Minnesota
$328K -$61.1K -1,681 -15%
BCA
2017
Bray Capital Advisors
Florida
$327K +$14K +385 +4%
EHWM
2018
Eads & Heald Wealth Management
Georgia
$327K +$349K +9,598 New
DLCIG
2019
D.L. Carlson Investment Group
New Hampshire
$326K +$1.42K +39 +0.4%
SAM
2020
Seelaus Asset Management
New Jersey
$324K +$37.2K +1,024 +12%
ARM
2021
Adirondack Research & Management
New York
$323K – – –
MFT
2022
Moisand Fitzgerald Tamayo
Florida
$323K – – –
B
2023
Brightworth
Georgia
$321K +$9.6K +264 +3%
NCM
2024
Nelson Capital Management
California
$320K -$4.42M -121,630 -93%
SP
2025
Symmetry Partners
Connecticut
$320K -$2.27M -62,424 -87%
79 80
81
82 83