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Pfizer
PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
CWG
2001
Cornerstone Wealth Group
North Carolina
$463K +$30.8K +1,119 +7%
BFA
2002
Beaumont Financial Advisors
Massachusetts
$462K -$72.6K -2,638 -14%
MSCM
2003
McElhenny Sheffield Capital Management
Texas
$462K -$55 -2 -0%
FFS
2004
Founders Financial Securities
Maryland
$459K +$70.4K +2,558 +18%
TAM
2005
Titleist Asset Management
Texas
$459K +$43.1K +1,567 +11%
AL
2006
ACAS LLC
California
$458K – – –
NCM
2007
Next Capital Management
New York
$457K +$8.29K +301 +2%
HBW
2008
Hazlett, Burt & Watson
West Virginia
$456K -$19.3K -702 -4%
SC
2009
Scholtz & Company
Connecticut
$456K -$43.4K -1,575 -9%
FM
2010
Family Management
New York
$455K -$175K -6,368 -28%
MPPW
2011
Mitchell & Pahl Private Wealth
Oklahoma
$454K -$2.59K -94 -0.6%
WAM
2012
Wakefield Asset Management
Colorado
$454K +$447K +16,219 New
OWA
2013
Octavia Wealth Advisors
Ohio
$451K +$23.9K +868 +6%
W
2014
Wealthquest
Ohio
$451K +$1.35K +49 +0.3%
ORC
2015
O'Rourke & Company
Massachusetts
$450K +$149K +5,430 +51%
GTAM
2016
Global Trust Asset Management
Florida
$450K -$50.8K -1,845 -10%
MA
2017
MCF Advisors
Kentucky
$449K -$145K -5,257 -25%
BEI
2018
Benjamin Edwards Inc
Missouri
$448K -$8.64K -314 -2%
WFI
2019
West Family Investments
California
$448K +$4.98K +181 +1%
AIA
2020
AIMZ Investment Advisors
California
$448K -$6.42K -233 -1%
CL
2021
CSS LLC
Illinois
$448K -$110K -4,000 -20%
PFS
2022
Prospect Financial Services
New York
$447K +$771 +28 +0.2%
IAP
2023
Indie Asset Partners
Indiana
$446K -$11.7K -425 -3%
DA
2024
Dover Advisors
Virginia
$446K -$182K -6,617 -29%
AP
2025
Atwood & Palmer
Missouri
$446K -$9.64K -350 -2%
79 80
81
82 83