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Pfizer
PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
2001
Teza Capital Management
Illinois
$373K -$1.05M -44,869 -74%
W
2002
Wealthquest
Ohio
$373K +$20.2K +866 +6%
HHAA
2003
Henry H. Armstrong Associates
Pennsylvania
$373K -$11.7K -500 -3%
ANB
2004
Amarillo National Bank
Texas
$372K +$2.33K +100 +0.7%
FWM
2005
Forza Wealth Management
Florida
$371K +$51K +2,188 +17%
EW
2006
Element Wealth
Mississippi
$371K +$52.9K +2,269 +17%
FAIM
2007
Financial Advocates Investment Management
Washington
$370K -$428K -18,358 -55%
PIMG
2008
Patriot Investment Management Group
Tennessee
$369K -$35.5K -1,521 -9%
CCFM
2009
Clear Creek Financial Management
Washington
$369K +$1.12K +48 +0.3%
NG
2010
Northstar Group
New York
$368K -$13.8K -593 -4%
BWFA
2011
Baltimore-Washington Financial Advisors
Maryland
$368K +$354K +15,190 New
GAM
2012
Gould Asset Management
California
$368K -$583 -25 -0.2%
QWP
2013
Quotient Wealth Partners
Texas
$368K +$70.4K +3,018 +25%
KP
2014
Keel Point
Alabama
$368K +$98.8K +4,238 +39%
CS
2015
Capital Square
Tennessee
$367K +$39.5K +1,693 +13%
LCM
2016
LCM Capital Management
Illinois
$367K -$89.8K -3,849 -20%
WAM
2017
Weinberger Asset Management
California
$366K -$39.5K -1,693 -10%
SWM
2018
Sculati Wealth Management
Michigan
$366K -$140K -5,989 -28%
BST
2019
Bath Savings Trust
Maine
$366K -$7K -300 -2%
PVAMC
2020
PPS&V Asset Management Consultants
Michigan
$366K +$4.5K +193 +1%
GPW
2021
Genesis Private Wealth
Virginia
$365K -$770 -33 -0.2%
UAG
2022
United Advisor Group
Ohio
$365K +$65.2K +2,794 +23%
LIA
2023
LBMC Investment Advisors
Tennessee
$365K – – –
MPWS
2024
McCarter Private Wealth Services
Massachusetts
$364K +$16.3K +700 +5%
BRM
2025
Boston Research & Management
Massachusetts
$364K – – –
79 80
81
82 83