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AbbVie
ABBV

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
2001
Baldwin Wealth Partners
Massachusetts
$526K -$77K -801 -14%
AL
2002
AJO LP
Pennsylvania
$520K -$118M -1,226,560 -100%
TNAM
2003
Terra Nova Asset Management
New York
$520K +$466K +4,850 New
KA
2004
Klingman & Associates
New York
$517K – – –
LF
2005
LifeSteps Financial
California
$515K +$22.8K +237 +5%
C
2006
Certuity
Florida
$514K +$55.3K +575 +14%
SCM
2007
Silvant Capital Management
Georgia
$512K – – –
MA
2008
MJP Associates
Connecticut
$510K +$458K +4,761 New
ECM
2009
Elgethun Capital Management
South Dakota
$509K – – –
WDG
2010
Wealth Dimensions Group
Ohio
$509K +$456K +4,747 New
SFP
2011
Sandbox Financial Partners
Maryland
$509K +$457K +4,755 New
FCFC
2012
First Citizens Financial Corp
Iowa
$507K -$22.1K -230 -5%
FDCC
2013
Foster Dykema Cabot & Co
Massachusetts
$506K -$100K -1,044 -18%
RZH
2014
Relyea Zuckerberg Hanson
Connecticut
$506K -$961 -10 -0.2%
NED
2015
Nancy E. Dempze
$505K – – –
SRC
2016
Stone Run Capital
New York
$504K – – –
BOS
2017
Bank of Stockton
California
$503K – – –
IWP
2018
Innova Wealth Partners
Pennsylvania
$503K +$451K +4,694 New
KPW
2019
Kore Private Wealth
New York
$502K -$11.2K -117 -2%
CCM
2020
Copernicus Capital Management
California
$501K -$13.8M -143,763 -97%
KF
2021
Krilogy Financial
Missouri
$501K -$16K -167 -3%
CFD
2022
Creative Financial Designs
Indiana
$501K +$322K +3,355 +254%
SHWM
2023
Silicon Hills Wealth Management
Texas
$500K -$9.61K -100 -2%
CCT
2024
Chemung Canal Trust
New York
$499K -$91.9K -956 -17%
CCM
2025
Cribstone Capital Management
Maine
$499K +$99K +1,030 +28%
79 80
81
82 83