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Pfizer
PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
DC
2001
Defender Capital
North Carolina
$449K -$27.1K -1,000 -6%
BIA
2002
Bigelow Investment Advisors
Maine
$449K -$361K -13,305 -44%
WIS
2003
Wright Investors Service
Connecticut
$448K +$458K +16,885 New
CC
2004
Centiva Capital
New York
$448K +$386K +14,244 +541%
SDAM
2005
Shulman DeMeo Asset Management
New York
$448K -$139K -5,130 -23%
MHI
2006
Miller Howard Investments
New York
$448K -$98.4K -3,629 -18%
BWM
2007
Benchmark Wealth Management
Connecticut
$447K -$9.33K -344 -2%
LWP
2008
LMG Wealth Partners
Louisiana
$446K +$5.26K +194 +1%
SAMC
2009
Spectrum Asset Management (California)
California
$446K +$12.4K +459 +3%
WG
2010
Wealth Group
North Carolina
$444K -$60.8K -2,242 -12%
CWG
2011
Cornerstone Wealth Group
North Carolina
$444K -$2.71K -100 -0.6%
CBT
2012
Central Bank & Trust
Kentucky
$444K -$13.6K -500 -3%
GLA
2013
Great Lakes Advisors
Illinois
$443K -$24K -886 -5%
OIC
2014
Orion Investment Company
Missouri
$443K – – –
CWS
2015
Cypress Wealth Services
California
$442K -$146K -5,391 -24%
SWP
2016
Strategic Wealth Partners
Ohio
$442K +$84.8K +3,125 +22%
ICP
2017
Ironvine Capital Partners
Nebraska
$440K – – –
CFG
2018
Cooper Financial Group
California
$440K -$56.8K -2,094 -11%
RL
2019
Rogco LP
Oklahoma
$440K -$60.8K -2,241 -12%
TT
2020
TI-Trust
Illinois
$440K – – –
SIA
2021
Soltis Investment Advisors
Utah
$440K -$241K -8,897 -35%
SAM
2022
Strive Asset Management
Ohio
$439K +$449K +16,560 New
BI
2023
Beckerman Institutional
New Jersey
$439K +$96K +3,540 +27%
AIA
2024
Angeles Investment Advisors
California
$438K -$9.22K -340 -2%
ABLA
2025
Alan B. Lancz & Associates
Ohio
$437K -$42.6K -1,570 -9%
79 80
81
82 83