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AbbVie
ABBV

Name Holding Trade Value Shares
Change 		Change in
Stake
PW
1976
Price Wealth
Texas
$29K -$33.2K -302 -50%
MCM
1977
MV Capital Management
Maryland
$29K – – –
PGWM
1978
Parisi Gray Wealth Management
New Jersey
$29K +$330 +3 +0.9%
RFWA
1979
RPg Family Wealth Advisory
Massachusetts
$28.6K -$37.1K -338 -53%
TVWM
1980
Tower View Wealth Management
Wisconsin
$28K +$110 +1 +0.3%
HI
1981
Harrington Investments
California
$26K +$30.2K +275 New
PA
1982
Perennial Advisors
New York
$24K -$4.61K -42 -14%
TDC
1983
Thompson Davis & Co
Virginia
$24K +$27.5K +250 New
RBC
1984
Roble Belko & Company
Pennsylvania
$23K – – –
TC
1985
Trilogy Capital
California
$21K -$871K -7,933 -97%
LA
1986
Legacy Advisors
Pennsylvania
$21K – – –
IF
1987
Ironwood Financial
Arizona
$20K – – –
MCM
1988
Mainstay Capital Management
Michigan
$19K -$265K -2,410 -92%
FEG
1989
Financial Enhancement Group
Indiana
$18K +$20.5K +187 New
CWM
1990
Catamount Wealth Management
Connecticut
$16K -$33K -300 -64%
RA
1991
Rational Advisors
New York
$16K +$18.1K +165 New
HFM
1992
Hartford Financial Management
Connecticut
$15K – – –
IDBONY
1993
Israel Discount Bank of New York
New York
$15K – – –
WAM
1994
Watermark Asset Management
California
$15K +$110 +1 +0.6%
LFG
1995
LifePlan Financial Group
Ohio
$15K +$17.5K +159 New
RWM
1996
Raffa Wealth Management
District of Columbia
$14.5K +$12.7K +116 +314%
FFW
1997
Fusion Family Wealth
New York
$14K – – –
LWA
1998
Lowe Wealth Advisors
Maryland
$14K – – –
JA
1999
JOYN Advisors
Georgia
$13K +$15.2K +138 New
SFPIA
2000
Stevens First Principles Investment Advisors
California
$9K – – –
78 79
80
81 82