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Pfizer
PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
2001
RKL Wealth Management
Pennsylvania
$374K – – –
BFG
2002
Berger Financial Group
Minnesota
$374K -$5.5K -223 -1%
SFG
2003
Sovereign Financial Group
Connecticut
$373K +$11.2K +453 +3%
CS
2004
Capital Square
Tennessee
$373K +$8.19K +332 +2%
MA
2005
MCF Advisors
Kentucky
$372K +$5.41K +219 +2%
APW
2006
Aventura Private Wealth
Florida
$371K +$57.7K +2,338 +19%
BST
2007
Bath Savings Trust
Maine
$371K -$12.8K -520 -3%
APW
2008
Acima Private Wealth
Virginia
$371K – – –
WSCM
2009
Wellington Shields Capital Management
New York
$370K -$10.4K -423 -3%
LA
2010
LexAurum Advisors
Kansas
$370K -$23.1K -935 -6%
ML
2011
McAdam LLC
Pennsylvania
$370K +$20.9K +846 +6%
SC
2012
Saybrook Capital
North Carolina
$369K – – –
AA
2013
Acorns Advisers
California
$369K +$49.1K +1,989 +16%
BC
2014
Barrett & Company
Rhode Island
$369K +$321 +13 +0.1%
KCIC
2015
Kuhn & Co Investment Counsel
Illinois
$369K -$8.14K -330 -2%
FMTC
2016
Farmers & Merchants Trust Company
California
$368K -$504K -20,432 -59%
RF
2017
Rossby Financial
Florida
$368K +$44.5K +1,801 +15%
CMP
2018
Coston McIsaac & Partners
Maine
$368K +$4.25K +172 +1%
JWWM
2019
Johnson & White Wealth Management
Pennsylvania
$367K +$356K +14,421 New
SFG
2020
SNS Financial Group
Minnesota
$367K -$4.84K -196 -1%
MIM
2021
MTM Investment Management
South Carolina
$367K +$765 +31 +0.2%
SWM
2022
SFG Wealth Management
Maryland
$367K +$6.34K +257 +2%
FWP
2023
FAS Wealth Partners
Kansas
$366K +$8.07K +327 +2%
TCOTS
2024
Trust Company of the South
North Carolina
$366K -$371K -15,018 -51%
MW
2025
MBL Wealth
North Carolina
$366K -$34.5K -1,399 -9%
79 80
81
82 83