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Pfizer
PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
NDBT
2001
North Dallas Bank & Trust
Texas
$390K +$395K +15,648 New
APW
2002
Austin Private Wealth
Texas
$389K +$4.67K +185 +1%
DWAM
2003
Duncan Williams Asset Management
Tennessee
$389K -$3.88K -154 -1%
CAL
2004
Capital Analysts LLC
Pennsylvania
$389K -$184K -7,285 -32%
AWAU
2005
Alliance Wealth Advisors (Utah)
Utah
$388K -$107K -4,246 -21%
AA
2006
Acorns Advisers
California
$388K +$27.9K +1,106 +8%
VCM
2007
Virtue Capital Management
Tennessee
$387K -$1.71M -67,938 -82%
ANB
2008
Amarillo National Bank
Texas
$386K +$7.01K +278 +2%
SIA
2009
SGL Investment Advisors
Montana
$385K +$367K +14,545 New
MSWM
2010
McGlone Suttner Wealth Management
Wisconsin
$385K -$169K -6,703 -30%
MM
2011
MQS Management
New York
$384K +$389K +15,434 New
HHAA
2012
Henry H. Armstrong Associates
Pennsylvania
$383K – – –
APW
2013
Aventura Private Wealth
Florida
$382K +$19.7K +781 +5%
CG
2014
Curat Global
New Hampshire
$382K -$509K -20,195 -57%
T
2015
TOBAM
France
$382K +$387K +15,340 New
PSC
2016
Prentiss Smith & Co
Vermont
$382K – – –
MWA
2017
Midland Wealth Advisors
Illinois
$381K -$71.9K -2,850 -16%
ANC
2018
Ames National Corp
Iowa
$379K -$23.7K -939 -6%
WAG
2019
Winthrop Advisory Group
Massachusetts
$379K +$35.5K +1,406 +10%
CFS
2020
Coordinated Financial Services
Colorado
$379K +$86.2K +3,417 +29%
RB
2021
Renasant Bank
Mississippi
$379K -$773K -30,667 -67%
CFGW
2022
Chancellor Financial Group WB
Pennsylvania
$378K +$90.5K +3,588 +31%
CHJWM
2023
Carlton Hofferkamp & Jenks Wealth Management
Texas
$378K -$113K -4,468 -23%
RZH
2024
Relyea Zuckerberg Hanson
Connecticut
$376K +$65.5K +2,598 +21%
CAC
2025
Certified Advisory Corp
Florida
$376K -$10.8K -427 -3%
79 80
81
82 83