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Pfizer
PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
JF
2001
JSF Financial
California
$705K +$71.9K +1,622 +11%
TC
2002
TwinBeech Capital
New York
$704K +$12.6K +284 +2%
MA
2003
MJP Associates
Connecticut
$704K +$13.7K +309 +2%
DA
2004
Doliver Advisors
Texas
$703K +$52.5K +1,186 +8%
LWANC
2005
Laurel Wealth Advisors (North Carolina)
North Carolina
$703K +$84.2K +1,900 +13%
SCM
2006
Stevens Capital Management
Pennsylvania
$701K -$643K -14,522 -47%
HC
2007
HNP Capital
New York
$700K -$50.9K -1,150 -7%
VRM
2008
Vectors Research Management
New York
$700K -$50.9K -1,150 -7%
B
2009
Bellecapital
Switzerland
$700K – – –
APW
2010
Acima Private Wealth
Virginia
$699K – – –
SWA
2011
Sightline Wealth Advisors
Connecticut
$699K +$1.82K +41 +0.3%
WPA
2012
Winning Points Advisors
Florida
$697K +$90.8K +2,050 +14%
FB
2013
First Bancorp
Maine
$694K +$714K +16,119 New
CSWG
2014
Cardinal Strategic Wealth Guidance
Kentucky
$692K -$26.1K -590 -4%
SSCA
2015
South Shore Capital Advisors
Massachusetts
$690K +$121K +2,735 +21%
PAM
2016
Pegasus Asset Management
New York
$686K – – –
MCM
2017
Marathon Capital Management
Maryland
$684K +$181K +4,083 +35%
WGAM
2018
Wilkinson Global Asset Management
New York
$683K +$95.7K +2,161 +16%
III
2019
Independent Investors Inc
New York
$680K – – –
SAS
2020
Sanford Advisory Services
Michigan
$676K +$18.7K +421 +3%
CWM
2021
Circle Wealth Management
New Jersey
$676K +$76.4K +1,725 +12%
RI
2022
Ridgewood Investments
New Jersey
$675K -$494K -11,142 -42%
TAIM
2023
TD Ameritrade Investment Management
Nebraska
$675K +$108K +2,439 +15%
PSC
2024
Prentiss Smith & Co
Vermont
$673K +$45.3K +1,022 +7%
HPWM
2025
Highland Private Wealth Management
Washington
$671K +$306K +6,903 +79%
79 80
81
82 83