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AbbVie
ABBV

Name Holding Trade Value Shares
Change 		Change in
Stake
SG
1976
Somerset Group
Minnesota
$1.17M – – –
C
1977
Certuity
Florida
$1.16M +$102K +615 +10%
PWMG
1978
Pinnacle Wealth Management Group
Michigan
$1.16M +$331 +2 +0%
BEAM
1979
Baker Ellis Asset Management
Washington
$1.16M – – –
MFS
1980
Mattson Financial Services
Michigan
$1.16M +$1.12M +6,751 New
DFG
1981
Delta Financial Group
New Jersey
$1.16M +$3.98K +24 +0.4%
QWP
1982
Quotient Wealth Partners
Texas
$1.15M +$115K +697 +12%
CW
1983
CIC Wealth
Maryland
$1.15M -$13.9K -84 -1%
PIM
1984
Profit Investment Management
Maryland
$1.15M – – –
PRI
1985
Prepared Retirement Institute
Pennsylvania
$1.15M -$828 -5 -0.1%
CHA
1986
Carmichael Hill & Associates
Maryland
$1.15M +$2.15K +13 +0.2%
AI
1987
Accredited Investors
Minnesota
$1.15M -$15.9K -96 -1%
PCA
1988
Prosperity Capital Advisors
Ohio
$1.14M -$2.35M -14,160 -68%
WF
1989
Wayfinding Financial
Washington
$1.14M -$5.96K -36 -0.5%
GWAM
1990
Guardian Wealth Advisors (Minnesota)
Minnesota
$1.14M -$26K -157 -2%
PP
1991
Patron Partners
Texas
$1.14M -$179K -1,081 -14%
AT
1992
Arlington Trust
Alabama
$1.14M +$263K +1,588 +31%
CRWM
1993
Castle Rock Wealth Management
California
$1.14M +$34K +205 +3%
BOS
1994
Bank of Stockton
California
$1.13M -$289K -1,745 -21%
VA
1995
Valmark Advisers
Ohio
$1.13M +$66.6K +402 +6%
TP
1996
Tranquility Partners
Tennessee
$1.13M +$5.63K +34 +0.5%
JSL
1997
JT Stratford LLC
Georgia
$1.13M +$45.7K +276 +4%
FW
1998
FullCircle Wealth
Texas
$1.13M +$1.06M +6,394 New
MCM
1999
Monument Capital Management
Virginia
$1.12M +$14.1K +85 +1%
AFC
2000
AFT Forsyth & Company
Florida
$1.12M +$122K +735 +13%
78 79
80
81 82