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Pfizer
PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
RC
2001
Reik & Co
New York
$1.15M – – –
GSEP
2002
Golden State Equity Partners
California
$1.15M +$22.6K +456 +2%
RDFA
2003
Ritter Daniher Financial Advisory
Ohio
$1.15M +$62.7K +1,265 +7%
ORC
2004
O'Rourke & Company
Massachusetts
$1.15M +$960K +19,384 New
PPP
2005
Private Portfolio Partners
New Jersey
$1.14M +$8.77K +177 +0.9%
IC
2006
Inscription Capital
Texas
$1.14M +$392K +7,910 +69%
TLCM
2007
Twin Lakes Capital Management
California
$1.14M +$3.87K +78 +0.4%
PMFA
2008
Plante Moran Financial Advisors
Michigan
$1.14M -$139K -2,810 -13%
MFC
2009
Mechanics Financial Corp
Ohio
$1.14M +$955K +19,269 New
CWM
2010
Centric Wealth Management
Illinois
$1.14M +$2.87K +58 +0.3%
EWM
2011
Elmwood Wealth Management
California
$1.14M +$954K +19,247 New
FDCC
2012
Foster Dykema Cabot & Co
Massachusetts
$1.14M -$2.43K -49 -0.3%
CFA
2013
Camarda Financial Advisors
Florida
$1.14M +$286K +5,781 +43%
MAG
2014
MRA Advisory Group
New Jersey
$1.14M -$12K -242 -1%
RIG
2015
Renaissance Investment Group
Massachusetts
$1.13M -$144K -2,914 -13%
FP
2016
Financial Perspectives
Minnesota
$1.13M -$45.6K -921 -5%
CPA
2017
Clear Perspective Advisors
Illinois
$1.13M -$169K -3,404 -15%
TF
2018
Tompkins Financial
New York
$1.13M -$17.5K -353 -2%
CASB
2019
Cape Ann Savings Bank
Massachusetts
$1.13M -$46.5K -939 -5%
HAS
2020
HBW Advisory Services
California
$1.13M +$31.7K +640 +3%
UIA
2021
Ulland Investment Advisors
Minnesota
$1.13M +$947K +19,110 New
JSW
2022
Journey Strategic Wealth
New Jersey
$1.13M +$944K +19,057 New
CPC
2023
Congress Park Capital
New York
$1.12M +$12.4K +250 +1%
CCM
2024
Carlson Capital Management
Minnesota
$1.12M +$57.3K +1,157 +6%
HA
2025
Harbor Advisors
Florida
$1.12M – – –
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