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Pfizer
PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
KLCM
2001
KG&L Capital Management
Louisiana
$998K -$72.3K -1,394 -7%
CCM
2002
Carlson Capital Management
Minnesota
$997K +$14K +270 +1%
EWM
2003
Elmwood Wealth Management
California
$996K – – –
FP
2004
Financial Perspectives
Minnesota
$994K +$675 +13 +0.1%
GI
2005
Gradient Investments
Minnesota
$993K +$17.5K +337 +2%
BRA
2006
Bender Robert & Associates
California
$993K +$299K +5,763 +43%
IC
2007
Inscription Capital
Texas
$992K -$10.4K -200 -1%
TWA
2008
TCI Wealth Advisors
Arizona
$987K +$78.5K +1,513 +9%
PP
2009
PDS Planning
Ohio
$983K +$254K +4,888 +35%
HA
2010
Harbor Advisors
Florida
$982K – – –
OIA
2011
Optimum Investment Advisors
Illinois
$980K -$68.4K -1,319 -7%
LCM
2012
LCM Capital Management
Illinois
$979K +$6.8K +131 +0.7%
SIP
2013
Stoneridge Investment Partners
Pennsylvania
$977K +$979K +18,875 New
RTC
2014
Riverview Trust Company
Washington
$976K +$190K +3,665 +24%
DAM
2015
Derbend Asset Management
Georgia
$974K – – –
MWA
2016
Monograph Wealth Advisors
California
$974K +$62K +1,195 +7%
UIA
2017
Ulland Investment Advisors
Minnesota
$972K -$17.6K -340 -2%
HWMG
2018
Hurlow Wealth Management Group
Indiana
$969K -$32.8K -632 -3%
SBF
2019
Sara-Bay Financial
Florida
$969K +$70.6K +1,360 +8%
CB
2020
Cadence Bank
Mississippi
$968K -$43.1K -830 -4%
OMC
2021
Overbrook Management Corp
New York
$966K – – –
AI
2022
Accredited Investors
Minnesota
$964K +$11.4K +220 +1%
PMFA
2023
Plante Moran Financial Advisors
Michigan
$961K -$37.1K -716 -4%
KWM
2024
Kaydan Wealth Management
Michigan
$956K -$4.1K -79 -0.4%
BCAM
2025
Boston Common Asset Management
Massachusetts
$955K -$109K -2,105 -10%
79 80
81
82 83