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AbbVie
ABBV

Name Holding Trade Value Shares
Change 		Change in
Stake
RCA
2001
Roberts Capital Advisors
Colorado
$825K – – –
CBT
2002
CoreFirst Bank & Trust
Kansas
$825K +$8.47K +59 +1%
EVM
2003
Evelyn V. Moreno
$824K -$78.9K -550 -8%
D
2004
Diversified
Delaware
$824K +$465K +3,238 +112%
AWAP
2005
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$822K -$20.4K -142 -2%
RHBC
2006
R.H. Bluestein & Co
Michigan
$822K +$71.7K +500 +9%
BIP
2007
Blueprint Investment Partners
North Carolina
$818K -$311K -2,166 -26%
HCM
2008
Hollencrest Capital Management
California
$818K -$14.3K -100 -2%
AWM
2009
Adams Wealth Management
Utah
$816K -$62K -432 -7%
CL
2010
COWA LLC
Oklahoma
$813K -$57.8K -403 -6%
CRIG
2011
Charter Research & Investment Group
Connecticut
$810K – – –
ARC
2012
Advisor Resource Council
Texas
$809K -$941K -6,557 -52%
MFP
2013
Meridian Financial Partners
Virginia
$809K +$55.8K +389 +7%
TSS
2014
Two Sigma Securities
New York
$809K +$498K +3,470 +135%
EFG
2015
Everhart Financial Group
Ohio
$806K +$62.9K +438 +8%
FC
2016
Financial Council
Maryland
$806K +$168K +1,172 +24%
PFGIA
2017
Patriot Financial Group Insurance Agency
Massachusetts
$803K +$10.6K +74 +1%
RPWA
2018
Regent Peak Wealth Advisors
Georgia
$802K -$43.3K -302 -5%
AC
2019
Applied Capital
Arkansas
$802K – – –
LHC
2020
Little House Capital
Massachusetts
$801K +$24.1K +168 +3%
AWM
2021
Atticus Wealth Management
Florida
$800K – – –
WR
2022
WD Rutherford
Oregon
$800K +$687K +4,785 +408%
TIA
2023
Traphagen Investment Advisors
New Jersey
$799K – – –
LSA
2024
Lansing Street Advisors
Pennsylvania
$798K +$58.5K +408 +7%
RZH
2025
Relyea Zuckerberg Hanson
Connecticut
$797K +$37.2K +259 +5%
79 80
81
82 83