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AbbVie
ABBV

Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
2001
Creative Financial Designs
Indiana
$960K -$22.1K -152 -3%
FCFS
2002
First Command Financial Services
Texas
$960K +$30.6K +211 +4%
GD
2003
Grandfield & Dodd
New York
$960K +$119K +818 +16%
FCB
2004
First Command Bank
Texas
$960K +$130K +892 +18%
LSA
2005
Lansing Street Advisors
Pennsylvania
$958K +$795K +5,476 New
PIN
2006
Prudent Investors Network
California
$957K -$29.1K -200 -3%
WF
2007
Wayfinding Financial
Washington
$954K +$34.6K +238 +4%
APWM
2008
Atlas Private Wealth Management
New York
$954K +$67.7K +466 +9%
RCG
2009
Resource Consulting Group
Florida
$951K – – –
EAMA
2010
EFG Asset Management (Americas)
Florida
$950K -$3.34K -23 -0.4%
PFGIA
2011
Patriot Financial Group Insurance Agency
Massachusetts
$949K -$133K -914 -14%
BMC
2012
Benin Management Corp
Connecticut
$948K – – –
AI
2013
Accredited Investors
Minnesota
$948K +$27K +186 +3%
TWM
2014
TriaGen Wealth Management
California
$945K -$47.4K -326 -5%
SMA
2015
Sage Mountain Advisors
Georgia
$945K +$14.1K +97 +2%
BBNA
2016
Bremer Bank National Association
Minnesota
$944K -$119K -822 -12%
PAM
2017
Private Asset Management
California
$941K -$139K -956 -14%
6F
2018
626 Financial
Michigan
$940K -$10.7K -74 -1%
GAAM
2019
Guinness Atkinson Asset Management
California
$939K – – –
OTPPB
2020
Ontario Teachers' Pension Plan Board
Ontario, Canada
$935K -$547K -3,764 -40%
FPAS
2021
Focus Partners Advisor Solutions
Missouri
$934K -$176K -1,209 -17%
PMA
2022
Prudent Man Advisors
Illinois
$934K -$14.2K -98 -2%
MCM
2023
Murphy Capital Management
New Jersey
$933K -$872 -6 -0.1%
SFS
2024
Stiles Financial Services
Minnesota
$932K +$26.1K +180 +3%
SBWIC
2025
Schaper Benz & Wise Investment Counsel
Wisconsin
$930K +$218K +1,500 +35%
79 80
81
82 83