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Pfizer
PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
CPWA
2001
Cerro Pacific Wealth Advisors
California
$950K -$80.9K -1,687 -8%
WMA
2002
West Michigan Advisors
Michigan
$948K -$3.6K -75 -0.4%
AGP
2003
Autumn Glory Partners
Texas
$946K +$406K +8,471 +85%
SF
2004
SBK Financial
Virginia
$945K – – –
SIM
2005
SSI Investment Management
California
$943K -$575 -12 -0.1%
AIP
2006
Almanack Investment Partners
Pennsylvania
$941K +$880K +18,359 New
AIM
2007
Arcadia Investment Management
Michigan
$940K – – –
W
2008
Wealthquest
Ohio
$933K +$13.9K +290 +2%
FWA
2009
FSC Wealth Advisors
New York
$933K +$143K +2,978 +20%
GWP
2010
Gateway Wealth Partners
Wisconsin
$932K +$872K +18,189 New
MHI
2011
Miller Howard Investments
New York
$932K -$192 -4 -0%
CPIA
2012
Cornell Pochily Investment Advisors
New York
$929K -$16.3K -340 -2%
SWA
2013
Sightline Wealth Advisors
Connecticut
$928K +$209K +4,351 +32%
1IA
2014
1620 Investment Advisors
Massachusetts
$926K +$4.99K +104 +0.6%
CFO
2015
CVA Family Office
Colorado
$924K +$61.9K +1,291 +8%
LWANC
2016
Laurel Wealth Advisors (North Carolina)
North Carolina
$924K +$36K +750 +4%
CSS
2017
Cubist Systematic Strategies
Connecticut
$923K -$9.03M -188,263 -91%
MA
2018
MONECO Advisors
Connecticut
$922K +$19.5K +406 +2%
ASBI
2019
American State Bank (Iowa)
Iowa
$922K -$42.4K -885 -5%
QC
2020
Quent Capital
New York
$921K +$50K +1,042 +6%
CCM
2021
Cribstone Capital Management
Maine
$920K +$35.6K +742 +4%
AC
2022
Apella Capital
Connecticut
$919K +$102K +2,130 +13%
BIM
2023
Baldwin Investment Management
Pennsylvania
$919K -$2.4K -50 -0.3%
CC
2024
Callan Capital
California
$918K +$127K +2,644 +17%
SFG
2025
Sovereign Financial Group
Connecticut
$916K +$72.2K +1,505 +9%
79 80
81
82 83