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Pfizer
PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
TT
2001
TI-Trust
Illinois
$480K – – –
WP
2002
Westmount Partners
California
$478K -$21.2K -728 -4%
FIB
2003
First Interstate Bank
Montana
$478K +$50.6K +1,734 +12%
MSCM
2004
McElhenny Sheffield Capital Management
Texas
$478K +$583 +20 +0.1%
ATWA
2005
Arbor Trust Wealth Advisors
Michigan
$478K – – –
RA
2006
Ransom Advisory
Rhode Island
$477K -$17.4K -597 -3%
QL
2007
Quarry LP
New York
$476K +$448K +15,363 +1,398%
EWM
2008
Executive Wealth Management
Michigan
$476K +$480K +16,443 New
WAM
2009
Wakefield Asset Management
Colorado
$475K +$5.75K +197 +1%
HTIM
2010
Harbour Trust & Investment Management
Indiana
$475K -$191K -6,554 -29%
FL
2011
FreeGulliver LLC
Louisiana
$474K +$20.7K +708 +5%
SAMC
2012
Spectrum Asset Management (California)
California
$473K +$44.1K +1,512 +10%
ACM
2013
Armbruster Capital Management
New York
$473K +$477K +16,335 New
CCP
2014
Cassia Capital Partners
North Carolina
$472K -$23.9K -818 -5%
SC
2015
Scholtz & Company
Connecticut
$471K – – –
JCIA
2016
Jackson Creek Investment Advisors
Colorado
$471K +$475K +16,272 New
FWM
2017
Finer Wealth Management
Massachusetts
$470K -$823K -28,203 -63%
NCM
2018
Next Capital Management
New York
$469K -$3.09K -106 -0.6%
WAS
2019
Winch Advisory Services
Wisconsin
$469K -$42.9K -1,469 -8%
PWM
2020
Prentice Wealth Management
New York
$469K +$88.2K +3,022 +23%
VCP
2021
Verus Capital Partners
Arizona
$469K -$34.6K -1,185 -7%
WFI
2022
West Family Investments
California
$469K +$5.66K +194 +1%
ANB
2023
Amarillo National Bank
Texas
$468K -$35.3K -1,209 -7%
CFFP
2024
Center for Financial Planning
Michigan
$466K -$18.4K -630 -4%
CWM
2025
Chemistry Wealth Management
New York
$466K -$307K -10,540 -40%
79 80
81
82 83