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AbbVie
ABBV

Name Holding Trade Value Shares
Change 		Change in
Stake
CHA
2001
Cooper/Haims Advisors
New York
$601K – – –
KWMG
2002
King Wealth Management Group
Florida
$601K +$33.8K +300 +6%
CL
2003
CSS LLC
Illinois
$600K -$112K -993 -16%
GD
2004
Grandfield & Dodd
New York
$600K -$24.7K -219 -4%
WFI
2005
West Family Investments
California
$600K +$600K +5,325 New
OIM
2006
Orca Investment Management
Oregon
$599K -$4.17K -37 -0.7%
AGA
2007
Accuvest Global Advisors
Utah
$599K +$62.7K +557 +12%
AMCA
2008
Arthur M. Cohen & Associates
Illinois
$599K +$28.7M +254,422 +4,865%
DTL
2009
Dynamic Technology Lab
Singapore
$597K +$597K +5,299 New
SWA
2010
Sax Wealth Advisors
New Jersey
$596K +$22.8K +202 +4%
RHBC
2011
R.H. Bluestein & Co
Michigan
$594K -$56.3K -500 -9%
HSWM
2012
Hubbell Strickland Wealth Management
Louisiana
$593K +$3.38K +30 +0.6%
WPC
2013
White Pine Capital
Minnesota
$591K – – –
BEC
2014
Blue Edge Capital
Virginia
$588K -$113 -1 -0%
VFA
2015
Voya Financial Advisors
Connecticut
$588K -$4.72M -41,897 -89%
GAM
2016
Geier Asset Management
Maryland
$588K +$11.2K +99 +2%
5L
2017
55I LLC
Massachusetts
$588K +$154K +1,370 +36%
MBI
2018
Montrusco Bolton Investments
Quebec, Canada
$587K -$1.93M -17,098 -77%
WCM
2019
Weld Capital Management
New York
$587K -$158K -1,401 -21%
CIM
2020
CIM Investment Management
Pennsylvania
$587K -$13.5K -120 -2%
ECG
2021
Edge Capital Group
Georgia
$586K -$22.3K -198 -4%
BWA
2022
BDO Wealth Advisors
Florida
$584K +$12.4K +110 +2%
KFP
2023
Keystone Financial Planning
Ohio
$583K +$11.3K +100 +2%
PFA
2024
Peak Financial Advisors
Colorado
$583K +$27.5K +244 +5%
CHA
2025
Carmichael Hill & Associates
Maryland
$578K +$2.37K +21 +0.4%
79 80
81
82 83