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Pfizer
PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
CBNLCF
2001
Cognios Beta Neutral Large Cap Fund
Kansas
$575K -$11.2K -317 -2%
CASB
2002
Cape Ann Savings Bank
Massachusetts
$574K -$19.8K -560 -3%
LIA
2003
LBMC Investment Advisors
Tennessee
$573K -$177 -5 -0%
SFI
2004
SPC Financial Inc
Maryland
$572K -$59.5K -1,684 -9%
BTIM
2005
BancFirst Trust & Investment Management
Oklahoma
$571K – – –
OBWG
2006
Onyx Bridge Wealth Group
New York
$571K +$65.5K +1,852 +12%
SF
2007
Summit Financial
New Jersey
$571K +$132K +3,721 +28%
CA
2008
Crumly & Associates
Illinois
$570K +$3.85K +109 +0.6%
FEM
2009
Fulcrum Equity Management
Texas
$570K +$195K +5,503 +47%
BWP
2010
Balboa Wealth Partners
Arizona
$570K -$86.8K -2,454 -12%
CFP
2011
Catalyst Financial Partners
Massachusetts
$570K -$216K -6,121 -26%
AC
2012
Avestar Capital
New York
$569K +$21.4K +606 +4%
MA
2013
MBA Advisors
Pennsylvania
$568K +$17.9K +506 +3%
DBIA
2014
Dumont & Blake Investment Advisors
New Jersey
$565K +$177 +5 +0%
LRPA
2015
L. Roy Papp & Associates
Arizona
$565K -$118K -3,328 -16%
KWM
2016
Kaydan Wealth Management
Michigan
$564K -$11.1K -315 -2%
AIA
2017
AIMZ Investment Advisors
California
$562K +$212 +6 +0%
EFG
2018
Ethos Financial Group
Pennsylvania
$560K +$239K +6,763 +67%
IIA
2019
Integral Investment Advisors
California
$559K -$26.5K -750 -4%
MAG
2020
MRA Advisory Group
New Jersey
$558K -$107K -3,024 -15%
WAG
2021
Winthrop Advisory Group
Massachusetts
$558K -$30.3K -856 -5%
CGA
2022
Crescent Grove Advisors
Illinois
$556K -$26.6K -753 -4%
TAM
2023
Trillium Asset Management
Massachusetts
$556K -$31.6K -893 -5%
TSWM
2024
Tyler-Stone Wealth Management
Ohio
$556K -$17.2K -485 -3%
CGH
2025
CMG Global Holdings
Texas
$554K +$66.2K +1,873 +13%
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