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AbbVie
ABBV

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
2001
Wealth Architects
California
$344K +$47.3K +502 +15%
DAC
2002
Dividend Assets Capital
South Carolina
$343K -$20.7K -220 -5%
TWP
2003
Tempus Wealth Planning
California
$343K +$1.41K +15 +0.4%
MIM
2004
Miller Investment Management
Pennsylvania
$341K – – –
AF
2005
Affiance Financial
Minnesota
$340K – – –
PAS
2006
Partnervest Advisory Services
California
$340K +$22K +234 +6%
PBF
2007
Petix & Botte Financial
California
$339K -$365K -3,874 -50%
PO
2008
Private Ocean
California
$339K +$15.6K +166 +4%
AIM
2009
Alhambra Investment Management
Florida
$339K +$92.6K +984 +34%
HWMG
2010
Hurlow Wealth Management Group
Indiana
$337K -$4.52K -48 -1%
FNBSF
2011
First National Bank Sioux Falls
South Dakota
$336K – – –
SAM
2012
Summit Asset Management
Tennessee
$336K +$57.3K +609 +19%
LKIM
2013
Lawson Kroeker Investment Management
Nebraska
$335K – – –
DFG
2014
Demars Financial Group
Washington
$335K +$23.9K +254 +7%
PPG
2015
Peak Planning Group
Colorado
$335K +$360K +3,823 New
BWA
2016
BDO Wealth Advisors
Florida
$332K -$18.2K -193 -5%
CYG
2017
Clean Yield Group
Vermont
$332K +$9.41K +100 +3%
SL
2018
Summitry LLC
California
$331K -$27.3K -290 -7%
RHBC
2019
R.H. Bluestein & Co
Michigan
$331K -$3.48K -37 -1%
YMRC
2020
Yorktown Management & Research Company
Virginia
$330K +$20.7K +220 +6%
GL
2021
Graypoint LLC
New York
$330K +$33.3K +354 +10%
CWC
2022
Carolinas Wealth Consulting
North Carolina
$329K +$39.8K +423 +13%
SFSIG
2023
San Francisco Sentry Investment Group
California
$328K +$941 +10 +0.3%
RCA
2024
Rowland Carmichael Advisors
Arizona
$328K +$2.82K +30 +0.8%
HCM
2025
Hilton Capital Management
New York
$328K +$10.4K +110 +3%
79 80
81
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