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Pfizer
PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
EA
2001
Eclectic Associates
California
$484K -$258K -8,520 -34%
TAM
2002
Trillium Asset Management
Massachusetts
$483K – – –
TWM
2003
Tradition Wealth Management
Minnesota
$483K +$78.1K +2,583 +18%
SPWM
2004
Schrum Private Wealth Management
Florida
$482K -$308K -10,183 -38%
RWM
2005
RKL Wealth Management
Pennsylvania
$482K +$231K +7,652 +84%
BRM
2006
Boston Research & Management
Massachusetts
$482K -$220K -7,278 -30%
KWMG
2007
King Wealth Management Group
Florida
$480K +$11.7K +388 +2%
CFFP
2008
Center for Financial Planning
Michigan
$480K -$41.4K -1,371 -8%
LIA
2009
LBMC Investment Advisors
Tennessee
$480K -$7.13K -236 -1%
ERIM
2010
Eagle Ridge Investment Management
Connecticut
$480K -$87.3K -2,887 -15%
NCM
2011
Noesis Capital Mangement
Florida
$479K +$6.05K +200 +1%
IWA
2012
Icon Wealth Advisors
Texas
$479K +$503K +16,632 New
DBIA
2013
Dumont & Blake Investment Advisors
New Jersey
$478K -$13K -430 -3%
ICP
2014
Ironvine Capital Partners
Nebraska
$478K – – –
MIM
2015
Moseley Investment Management
Florida
$478K -$291K -9,633 -37%
HWA
2016
Heritage Wealth Advisors
Virginia
$477K -$28.7K -950 -5%
LRPA
2017
L. Roy Papp & Associates
Arizona
$477K -$13.6K -450 -3%
ITIM
2018
Indiana Trust & Investment Management
Indiana
$476K -$207K -6,853 -29%
RFG
2019
RFP Financial Group
Georgia
$476K +$16.8K +556 +3%
TWP
2020
Tempus Wealth Planning
California
$475K -$39.2K -1,298 -7%
MSCM
2021
McElhenny Sheffield Capital Management
Texas
$475K – – –
BIG
2022
Brooklyn Investment Group
New York
$475K +$498K +16,485 New
EA
2023
Emerald Advisors
Washington
$474K -$125K -4,140 -20%
CIG
2024
Cascade Investment Group
Colorado
$473K +$111K +3,665 +29%
ADL
2025
Asset Dedication LLC
California
$473K -$457K -15,126 -48%
79 80
81
82 83