We are live on ! Find out more
ABBV icon

AbbVie
ABBV

Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
2001
Chase Investment Counsel
Virginia
$984K -$3.81M -24,912 -80%
LBWM
2002
Left Brain Wealth Management
Illinois
$981K -$1.33M -8,703 -57%
ARC
2003
Advisor Resource Council
Texas
$980K +$88.7K +580 +11%
CPA
2004
Cardiff Park Advisors
California
$980K +$21.3K +139 +2%
KS
2005
Karpas Strategies
Connecticut
$979K – – –
TPA
2006
Trivium Point Advisory
Connecticut
$979K +$667K +4,363 +245%
CBT
2007
CoreFirst Bank & Trust
Kansas
$976K -$764 -5 -0.1%
LKIM
2008
Lawson Kroeker Investment Management
Nebraska
$975K +$383K +2,504 +69%
KIC
2009
Keating Investment Counselors
Florida
$973K -$390K -2,550 -29%
OWA
2010
Opal Wealth Advisors
New York
$972K +$114K +747 +14%
BCM
2011
Basso Capital Management
Connecticut
$972K – – –
FWM
2012
Focused Wealth Management
New York
$964K +$31.5K +206 +4%
FAM
2013
Formidable Asset Management
Ohio
$964K +$46K +301 +5%
AAP
2014
Arax Advisory Partners
Colorado
$964K +$33.8K +221 +4%
MTIC
2015
Missouri Trust & Investment Company
Missouri
$963K -$59.6K -390 -6%
CRIG
2016
Charter Research & Investment Group
Connecticut
$962K +$30.6K +200 +3%
PCA
2017
Pallas Capital Advisors
Massachusetts
$961K +$352K +2,305 +65%
FTWA
2018
Fifth Third Wealth Advisors
Ohio
$961K +$922K +6,029 New
NB
2019
Nicolet Bankshares
Wisconsin
$958K +$128K +837 +16%
FC
2020
Financial Council
Maryland
$958K – – –
ALAM
2021
Asahi Life Asset Management
Japan
$956K -$19.1K -125 -2%
PWMG
2022
Prestige Wealth Management Group
New Jersey
$954K +$734K +4,798 +403%
VEA
2023
Virtus ETF Advisers
New York
$952K +$110K +721 +14%
WR
2024
WD Rutherford
Oregon
$950K – – –
NERM
2025
New England Research & Management
Illinois
$949K -$15.3K -100 -2%
79 80
81
82 83