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AbbVie
ABBV

Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
1976
LifePlan Financial Group
Ohio
$15K – – –
WAM
1977
Watermark Asset Management
California
$15K +$98 +1 +0.6%
RWM
1978
Raffa Wealth Management
District of Columbia
$14.2K – – –
LWA
1979
Lowe Wealth Advisors
Maryland
$14K – – –
SFPIA
1980
Stevens First Principles Investment Advisors
California
$12K +$3.03K +31 +33%
CFC
1981
Coyle Financial Counsel
Illinois
$12K +$13.1K +134 New
CA
1982
Centerpoint Advisors
Massachusetts
$10K +$3.81K +39 +59%
CIA
1983
Cascade Investment Advisors
Oregon
$9.27K -$32.2K -330 -77%
ACM
1984
Aviance Capital Management
Florida
$9K -$10.2M -104,686 -100%
SQA
1985
Simon Quick Advisors
New Jersey
$8K +$9.08K +93 New
AWM
1986
Avondale Wealth Management
Texas
$7K – – –
BL
1987
Balentine LLC
Georgia
$7K +$7.42K +76 New
HS
1988
Horan Securities
United States
$5K – – –
PCIA
1989
Prime Capital Investment Advisors
Kansas
$5K – – –
RIM
1990
Ranger Investment Management
Texas
$5K – – –
WA
1991
WealthTrust-Arizona
Arizona
$5K – – –
RAM
1992
Riggs Asset Management
Pennsylvania
$4K – – –
MFT
1993
Moisand Fitzgerald Tamayo
Florida
$3K – – –
LWM
1994
Lenox Wealth Management
Ohio
$2K +$1.95K +20 New
CFD
1995
Creative Financial Designs
Indiana
$1K -$41.7K -427 -99%
CIA
1996
CSat Investment Advisory
Michigan
$1K +$1.07K +11 New
JWM
1997
Janiczek Wealth Management
Colorado
$1K +$1.17K +12 New
O
1998
OrbiMed
New York
– -$145M -1,527,500 Closed
VIA
1999
Vantis Investment Advisers
Florida
– -$137M -1,450,000 Closed
SBAM
2000
Santa Barbara Asset Management
California
– -$136M -1,436,940 Closed
78 79
80
81 82