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Pfizer
PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
CSPAM
2001
Cary Street Partners Asset Management
Virginia
$799K -$234K -4,816 -21%
CCWA
2002
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$799K -$74.9K -1,542 -8%
MWPCG
2003
Measured Wealth Private Client Group
New Hampshire
$798K -$103K -2,121 -10%
CFFP
2004
Center for Financial Planning
Michigan
$798K – – –
BLC
2005
Brown, Lisle/Cummings
Rhode Island
$797K +$133K +2,730 +18%
MHI
2006
Miller Howard Investments
New York
$796K +$9.48K +195 +1%
SCFS
2007
S.C. Financial Services
Arizona
$791K +$1.31K +27 +0.1%
TCWM
2008
Total Clarity Wealth Management
Illinois
$789K +$58.9K +1,212 +7%
PAWC
2009
P.A.W. Capital
Connecticut
$788K – – –
BIM
2010
Baldwin Investment Management
Pennsylvania
$787K – – –
BFPW
2011
BOK Financial Private Wealth
Colorado
$786K -$22.9K -472 -3%
1IA
2012
1620 Investment Advisors
Massachusetts
$786K +$7K +144 +0.8%
SWA
2013
SFMG Wealth Advisors
Texas
$785K -$10.5K -217 -1%
KWM
2014
Kaydan Wealth Management
Michigan
$785K -$21.6K -444 -2%
W
2015
Wealthquest
Ohio
$784K – – –
CIM
2016
CIM Investment Management
Pennsylvania
$780K – – –
AP
2017
Atwood & Palmer
Missouri
$779K – – –
WI
2018
WrapManager Inc
California
$777K +$95.7K +1,969 +12%
MC
2019
Miramar Capital
Illinois
$774K -$38.3K -789 -5%
FAG
2020
Fortitude Advisory Group
Washington
$772K +$11.2K +231 +1%
KWS
2021
Keystone Wealth Services
California
$772K +$24.9K +512 +3%
FFC
2022
First Financial Corp
Indiana
$772K +$117K +2,400 +16%
T
2023
TCWP
Ohio
$771K -$626K -12,889 -42%
KLWA
2024
Kelly Lawrence W & Associates
California
$771K – – –
MA
2025
MONECO Advisors
Connecticut
$770K +$3.69K +76 +0.4%
79 80
81
82 83