We are live on ! Find out more
PFE icon

Pfizer
PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
2001
Leisure Capital Management
California
$540K -$29.1K -792 -5%
MWM
2002
Mattern Wealth Management
Kansas
$540K -$15.6K -425 -3%
LCM
2003
Laurion Capital Management
New York
$539K -$9.14M -249,234 -94%
SAM
2004
SignalPoint Asset Management
Missouri
$536K -$13.4K -366 -2%
WCM
2005
Weik Capital Management
Pennsylvania
$536K -$11.4K -311 -2%
SIG
2006
Sargent Investment Group
Maryland
$536K +$22.1K +603 +4%
CWP
2007
Curated Wealth Partners
California
$535K +$534K +14,549 New
CHA
2008
Carmichael Hill & Associates
Maryland
$534K -$23.4K -637 -4%
TAIM
2009
TD Ameritrade Investment Management
Nebraska
$533K -$181K -4,921 -25%
TW
2010
Transform Wealth
Colorado
$531K -$303K -8,267 -36%
CCB
2011
Cutter & Co Brokerage
Missouri
$529K -$31.5K -858 -6%
OAM
2012
Oak Asset Management
California
$528K +$27.7K +754 +6%
GAMC
2013
Garner Asset Management Corp
Texas
$528K +$157K +4,271 +42%
MJP
2014
Michael J. Puzo
$523K -$28.1K -767 -5%
KWMG
2015
King Wealth Management Group
Florida
$523K -$26K -710 -5%
CFA
2016
Capstone Financial Advisors
Illinois
$523K +$16.7K +454 +3%
LWANC
2017
Laurel Wealth Advisors (North Carolina)
North Carolina
$523K +$17.2K +468 +3%
AWP
2018
Ascent Wealth Partners
New York
$522K -$19.5K -531 -4%
SOAMC
2019
Spirit of America Management Corp
New York
$521K -$28K -764 -5%
HFA
2020
Hoover Financial Advisors
Pennsylvania
$521K -$27.4K -747 -5%
RWMH
2021
Riverpoint Wealth Management Holdings
Illinois
$521K +$147 +4 +0%
WAM
2022
Winslow Asset Management
Ohio
$520K -$28K -763 -5%
CPA
2023
Capital Planning Advisors
California
$518K -$140K -3,806 -21%
FG
2024
Foster Group
Iowa
$515K +$513K +13,997 New
FIA
2025
FNY Investment Advisers
New York
$514K +$513K +13,975 New
79 80
81
82 83