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AbbVie
ABBV

Name Holding Trade Value Shares
Change 		Change in
Stake
VST
2001
Van Strum & Towne
California
$238K +$19.9K +234 +8%
CSM
2002
CAMG Solamere Management
North Carolina
$237K -$6.39K -75 -2%
BL
2003
Balentine LLC
Georgia
$237K +$85.5K +1,004 +48%
CSA
2004
Cottage Street Advisors
Massachusetts
$236K – – –
TNA
2005
True North Advisors
Texas
$236K +$1.53K +18 +0.6%
CWA
2006
Clarus Wealth Advisors
Arizona
$236K +$274K +3,218 New
MMA
2007
Miracle Mile Advisors
California
$235K -$300K -3,517 -53%
HWA
2008
HHM Wealth Advisors
Tennessee
$235K +$51.1K +600 +24%
GL
2009
Graypoint LLC
New York
$235K +$263K +3,086 New
VCM
2010
Versant Capital Management
Arizona
$233K +$12.3K +144 +5%
PFO
2011
Pathstone Family Office
New Jersey
$233K +$19.5K +229 +8%
FIA
2012
Foundations Investment Advisors
Arizona
$233K +$49.4K +580 +22%
IWA
2013
Intercontinental Wealth Advisors
Texas
$231K -$52.4K -615 -17%
ACM
2014
AUA Capital Management
Pennsylvania
$229K – – –
PAS
2015
Professional Advisory Services
Florida
$229K – – –
HS
2016
Haafor (Singapore)
Singapore
$229K +$28.5K +335 +13%
RGIA
2017
Rainier Group Investment Advisory
Washington
$229K +$62.5K +734 +32%
PIA
2018
Perennial Investment Advisors
California
$228K +$14.1K +165 +6%
GSC
2019
G&S Capital
Colorado
$227K +$3.24K +38 +1%
WA
2020
WealthTrust Axiom
Pennsylvania
$225K +$937 +11 +0.4%
SCA
2021
Strategic Capital Advisers
Colorado
$225K +$11.1K +130 +5%
RDWM
2022
Red Door Wealth Management
Tennessee
$224K -$2.73K -32 -1%
CGA
2023
Crescent Grove Advisors
Illinois
$224K +$6.64K +78 +3%
SIC
2024
Samalin Investment Counsel
New York
$223K -$12.4K -145 -5%
EWM
2025
Elmwood Wealth Management
California
$222K +$200K +2,346 New
79 80
81
82 83