We are live on ! Find out more
PFE icon

Pfizer
PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
CWG
2001
Cornerstone Wealth Group
North Carolina
$431K +$7.01K +268 +2%
WAG
2002
Wallace Advisory Group
California
$430K +$2.49K +95 +0.6%
MA
2003
MJP Associates
Connecticut
$430K +$56.3K +2,153 +15%
BIA
2004
Beacon Investment Advisors
Maryland
$430K -$11.6K -445 -3%
SFP
2005
Shepherd Financial Partners
Massachusetts
$430K +$16.1K +617 +4%
MM
2006
Meridian Management
Arkansas
$429K -$221K -8,443 -33%
MHI
2007
Miller Howard Investments
New York
$429K +$1.81K +69 +0.4%
CIM
2008
CIM Investment Management
Pennsylvania
$429K -$288 -11 -0.1%
MSFS
2009
Main Street Financial Solutions
Pennsylvania
$429K -$218K -8,346 -33%
FIA
2010
FNY Investment Advisers
New York
$428K +$90.2K +3,446 +26%
HAM
2011
Harmony Asset Management
Arizona
$427K -$2.8K -107 -0.6%
MYIA
2012
Mount Yale Investment Advisors
Colorado
$426K +$60.5K +2,311 +16%
WAM
2013
Weinberger Asset Management
California
$426K -$7.75K -296 -2%
SIM
2014
Stratos Investment Management
Ohio
$425K -$95.5K -3,648 -18%
TC
2015
Truvestments Capital
Florida
$425K +$45.8K +1,751 +12%
FWA
2016
FSM Wealth Advisors
Ohio
$425K +$34.8K +1,330 +9%
PIMG
2017
Patriot Investment Management Group
Tennessee
$425K -$14.8K -566 -3%
FCMT
2018
Founders Capital Management (Texas)
Texas
$423K -$142K -5,444 -25%
LWP
2019
LMG Wealth Partners
Louisiana
$423K -$2.75K -105 -0.6%
OIC
2020
Orion Investment Company
Missouri
$423K – – –
CFSG
2021
Community Financial Services Group
Vermont
$423K -$247K -9,454 -36%
CIA
2022
Cape Investment Advisory
Georgia
$423K +$11.2K +428 +3%
BFG
2023
Berger Financial Group
Minnesota
$423K -$76.5K -2,925 -15%
ICP
2024
Ironvine Capital Partners
Nebraska
$421K – – –
MSCM
2025
McElhenny Sheffield Capital Management
Texas
$421K -$27K -1,032 -6%
79 80
81
82 83