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Pfizer
PFE

Name Holding Trade Value Shares
Change 		Change in
Stake
SI
2001
Seeds Investor
New York
$425K +$78.6K +2,953 +23%
T
2002
TOBAM
France
$422K -$8.28K -311 -2%
WAAG
2003
Wealth Alliance Advisory Group
Kansas
$422K +$1.62K +61 +0.4%
EC
2004
Estate Counselors
Wisconsin
$421K – – –
JEST
2005
JTC Employer Solutions Trustee
Jersey
$421K – – –
WCM
2006
Wedge Capital Management
North Carolina
$421K -$30M -1,126,178 -99%
RWM
2007
RKL Wealth Management
Pennsylvania
$420K +$7.03K +264 +2%
SAM
2008
Sagewood Asset Management
New York
$420K +$29.2K +1,095 +8%
BST
2009
Bath Savings Trust
Maine
$419K -$26.3K -986 -6%
APW
2010
Aventura Private Wealth
Florida
$419K -$12K -451 -3%
FWI
2011
Facet Wealth Inc
Maryland
$418K +$64.3K +2,416 +19%
MAM
2012
MMA Asset Management
Pennsylvania
$415K +$7.11K +267 +2%
GHC
2013
Great Hill Capital
New York
$415K +$393K +14,772 New
SFG
2014
Sovereign Financial Group
Connecticut
$415K +$8.09K +304 +2%
AHB
2015
Abner Herrman & Brock
New Jersey
$414K -$6.63K -249 -2%
TFG
2016
Taylor Financial Group
Virginia
$414K +$26.6K +1,000 +7%
KCAM
2017
Kagan Cocozza Asset Management
New Jersey
$414K -$29.9K -1,122 -7%
PTFIS
2018
Pekao Towarzystwo Funduszy Inwestycyjnych SA
$413K -$3.87M -145,250 -91%
TFIPS
2019
Towarzystwo Funduszy Inwestycyjnych PZU SA
$411K -$102K -3,830 -21%
ZAM
2020
Zevin Asset Management
Massachusetts
$411K -$65.5K -2,461 -14%
SI
2021
Sava Infond
Slovenia
$410K +$194K +7,300 +100%
BWMG
2022
Barnes Wealth Management Group
California
$410K +$47.5K +1,786 +14%
NG
2023
Novem Group
New York
$410K -$39.2K -1,471 -9%
GS
2024
GTS Securities
Florida
$409K -$1.14M -42,781 -75%
CAL
2025
Capital Analysts LLC
Pennsylvania
$409K -$27.8K -1,046 -7%
79 80
81
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