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Pfizer
PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
2001
Kaydan Wealth Management
Michigan
$963K -$4.38K -86 -0.5%
AA
2002
Advisory Alpha
Michigan
$963K +$29.3K +574 +3%
CCM
2003
Carlson Capital Management
Minnesota
$962K -$46.1K -905 -5%
SIM
2004
SSI Investment Management
California
$962K -$5.25K -103 -0.6%
FG
2005
Foster Group
Iowa
$962K +$240K +4,719 +35%
AI
2006
Accredited Investors
Minnesota
$961K -$15K -295 -2%
FL
2007
Fort LP
Maryland
$960K -$674K -13,228 -42%
WA
2008
Waverly Advisors
Alabama
$960K +$47.8K +938 +5%
LSA
2009
Lansing Street Advisors
Pennsylvania
$958K +$6.83K +134 +0.7%
CFFP
2010
Center for Financial Planning
Michigan
$956K -$127K -2,483 -12%
CPM
2011
Connective Portfolio Management
New York
$954K +$81.5K +1,600 +10%
SIA
2012
SkyView Investment Advisors
New Jersey
$950K +$286K +5,605 +45%
FCG
2013
Financial Connections Group
California
$948K -$145K -2,846 -14%
MA
2014
MCF Advisors
Kentucky
$948K +$16.4K +321 +2%
SCFS
2015
S.C. Financial Services
Arizona
$946K +$59.5K +1,167 +7%
MWA
2016
Monograph Wealth Advisors
California
$945K -$39.7K -780 -4%
PAWC
2017
P.A.W. Capital
Connecticut
$944K – – –
BIM
2018
Baldwin Investment Management
Pennsylvania
$943K – – –
BC
2019
Burleson & Co
California
$943K +$2.4K +47 +0.3%
MHI
2020
Miller Howard Investments
New York
$943K +$185K +3,634 +25%
CCMIC
2021
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$941K – – –
IP
2022
Ignite Planners
California
$941K +$9.58K +188 +1%
W
2023
Wealthquest
Ohio
$939K -$236K -4,629 -21%
HFS
2024
Heritage Financial Services
Massachusetts
$937K -$242K -4,758 -21%
1IA
2025
1620 Investment Advisors
Massachusetts
$935K +$26.8K +525 +3%
79 80
81
82 83