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AbbVie
ABBV

Name Holding Trade Value Shares
Change 		Change in
Stake
DAC
2001
Dividend Assets Capital
South Carolina
$406K +$69.1K +785 +23%
CHA
2002
Carmichael Hill & Associates
Maryland
$404K +$51.1K +580 +16%
FWM
2003
Focused Wealth Management
New York
$400K +$219K +2,487 +157%
SL
2004
Summitry LLC
California
$400K +$358K +4,071 New
CF
2005
Corrigan Financial
Rhode Island
$398K +$176 +2 +0%
LA
2006
LexAurum Advisors
Kansas
$396K +$48.6K +552 +16%
PGA
2007
Portland Global Advisors
Maine
$395K +$354K +4,023 New
PFA
2008
Pathway Financial Advisors
Vermont
$393K -$26.4K -300 -7%
RWM
2009
Ritholtz Wealth Management
New York
$393K +$353K +4,006 New
FEM
2010
Fulcrum Equity Management
Texas
$392K +$64.4K +731 +22%
BWA
2011
BDO Wealth Advisors
Florida
$391K -$15.1K -172 -4%
SMG
2012
Smart Money Group
Texas
$391K +$351K +3,981 New
UTC
2013
Unified Trust Company
Kentucky
$389K – – –
WCM
2014
Wedge Capital Management
North Carolina
$388K +$40.4K +459 +13%
KF
2015
Krilogy Financial
Missouri
$385K +$37.2K +423 +12%
EWM
2016
EPG Wealth Management
Georgia
$385K +$53.3K +605 +18%
IA
2017
Independence Advisors
Pennsylvania
$384K +$3.87K +44 +1%
CFS
2018
Cannon Financial Strategists
Georgia
$384K – – –
TWP
2019
Tempus Wealth Planning
California
$383K +$16.6K +188 +5%
MIM
2020
Miller Investment Management
Pennsylvania
$382K – – –
HWMG
2021
Hurlow Wealth Management Group
Indiana
$382K +$4.23K +48 +1%
AF
2022
Affiance Financial
Minnesota
$381K +$2.2K +25 +0.6%
PBF
2023
Petix & Botte Financial
California
$381K +$341K +3,874 +100%
FIB
2024
First Interstate Bank
Montana
$380K +$12K +136 +4%
FCB
2025
First Command Bank
Texas
$378K -$7.57K -86 -2%
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