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Pfizer
PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
UF
2001
Univest Financial
Pennsylvania
$604K -$62.4K -1,605 -9%
MCA
2002
Magnolia Capital Advisors
Mississippi
$602K +$598K +15,372 New
ESBC
2003
E.S. Barr & Co
Kentucky
$601K +$118K +3,038 +25%
SAS
2004
Sanford Advisory Services
Michigan
$599K -$117K -2,997 -16%
GWSG
2005
GPS Wealth Strategies Group
Colorado
$598K +$51.7K +1,329 +10%
SIG
2006
Sargent Investment Group
Maryland
$596K -$6.42K -165 -1%
GAG
2007
GM Advisory Group
New York
$596K +$350 +9 +0.1%
SPFA
2008
Summit Place Financial Advisors
New Jersey
$595K -$560K -14,391 -49%
DA
2009
Doliver Advisors
Texas
$594K +$166K +4,275 +39%
ZAM
2010
Zevin Asset Management
Massachusetts
$593K +$5.83K +150 +1%
FNC
2011
First National Corp
Massachusetts
$591K -$95.5K -2,455 -12%
NG
2012
Northstar Group
New York
$591K +$41.1K +1,058 +8%
MG
2013
Mather Group
Illinois
$590K +$6.34K +163 +1%
CBFP
2014
Cedar Brook Financial Partners
Ohio
$590K +$106K +2,738 +22%
RPWA
2015
Regent Peak Wealth Advisors
Georgia
$587K +$34.6K +891 +7%
CCWA
2016
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$586K +$10.9K +280 +2%
RTC
2017
Riverview Trust Company
Washington
$585K – – –
CHA
2018
Carmichael Hill & Associates
Maryland
$584K +$6.11K +157 +1%
SAM
2019
SignalPoint Asset Management
Missouri
$583K -$1.79K -46 -0.3%
MC
2020
Machina Capital
France
$583K +$579K +14,890 New
CWM
2021
Chesapeake Wealth Management
Virginia
$580K -$34.1K -877 -6%
SIC
2022
Sigma Investment Counselors
Michigan
$580K -$25.9K -665 -4%
LHC
2023
Little House Capital
Massachusetts
$580K +$576K +14,805 New
CYG
2024
Clean Yield Group
Vermont
$578K +$23.6K +606 +4%
JF
2025
JSF Financial
California
$578K +$24.9K +641 +5%
79 80
81
82 83