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AbbVie
ABBV

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2001
Paulson Wealth Management
Illinois
$1.04M -$5.98K -39 -0.6%
LWMG
2002
Levy Wealth Management Group
Pennsylvania
$1.04M -$19.8K -129 -2%
CAC
2003
Certified Advisory Corp
Florida
$1.04M -$29.9K -195 -3%
AWM
2004
Adams Wealth Management
Utah
$1.04M +$50.6K +330 +5%
WFC
2005
Western Financial Corp
California
$1.04M +$10.3K +67 +1%
AC
2006
Avestar Capital
New York
$1.03M +$105K +684 +12%
WP
2007
WealthSpring Partners
California
$1.03M +$215K +1,400 +28%
RIS
2008
Retirement Income Solutions
Michigan
$1.03M +$978K +6,376 New
MFWP
2009
Mosaic Family Wealth Partners
Missouri
$1.03M +$977K +6,371 New
SRSA
2010
S.R. Schill & Associates
Washington
$1.03M -$22.7K -148 -2%
OAM
2011
Occidental Asset Management
California
$1.03M +$385K +2,508 +65%
SWM
2012
Segment Wealth Management
Texas
$1.03M -$11.5K -75 -1%
MFG
2013
Magnus Financial Group
New York
$1.03M +$26.1K +170 +3%
HCM
2014
Hollencrest Capital Management
California
$1.03M +$37.7K +246 +4%
BCAM
2015
Boston Common Asset Management
Massachusetts
$1.02M +$23.5K +153 +2%
QP
2016
Quilter Plc
United Kingdom
$1.02M -$166K -1,085 -15%
B
2017
Bridgeworth
Alabama
$1.02M – – –
GJIA
2018
Glass Jacobson Investment Advisors
Maryland
$1.01M +$962K +6,277 New
APWM
2019
Argonautica Private Wealth Management
Massachusetts
$1.01M +$962K +6,271 New
STA
2020
Summit Trail Advisors
New York
$1.01M +$61.6K +402 +7%
WA
2021
Waddell & Associates
Tennessee
$1.01M +$95.1K +620 +11%
AHB
2022
Abner Herrman & Brock
New Jersey
$1.01M -$7.67K -50 -0.8%
WB
2023
West Bancorporation
Iowa
$1.01M -$29.1K -190 -3%
WBCM
2024
Wilson & Boucher Capital Management
California
$1.01M -$46K -300 -5%
CFS
2025
Capital Financial Services
New York
$1M -$33K -215 -3%
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