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AbbVie
ABBV

Name Holding Trade Value Shares
Change 		Change in
Stake
FRM
2001
Fox Run Management
Connecticut
$840K +$914K +6,235 New
AC
2002
Allstate Corporation
Illinois
$838K – – –
SFSG
2003
Sound Financial Strategies Group
Mississippi
$837K -$54K -368 -6%
HFM
2004
Harvest Fund Management
China
$834K -$1.44M -9,798 -61%
LFA
2005
Landmark Financial Advisors
Kentucky
$833K -$36.7K -250 -4%
BG
2006
Bellevue Group
Switzerland
$832K -$1.61M -11,002 -64%
AAP
2007
Arax Advisory Partners
Colorado
$831K +$17.7K +121 +2%
GJIA
2008
Glass Jacobson Investment Advisors
Maryland
$829K +$902K +6,152 New
EFG
2009
Everhart Financial Group
Ohio
$829K -$123K -836 -12%
KS
2010
Karpas Strategies
Connecticut
$828K – – –
LPAM
2011
Lodestar Private Asset Management
California
$825K +$391K +2,667 +77%
BCM
2012
Brown Capital Management
Maryland
$824K -$52.8K -360 -6%
KIC
2013
Keating Investment Counselors
Florida
$823K – – –
ZF
2014
Zhang Financial
Michigan
$820K -$110K -753 -11%
PCM
2015
Perritt Capital Management
Illinois
$819K -$75.8K -517 -8%
LSA
2016
Lion Street Advisors
Texas
$819K -$465K -3,172 -31%
AWM
2017
Angeles Wealth Management
California
$818K -$33.1K -226 -4%
WB
2018
West Bancorporation
Iowa
$817K +$60.4K +412 +7%
CL
2019
COWA LLC
Oklahoma
$816K +$29.3K +200 +3%
HBT
2020
Heartland Bank & Trust
Illinois
$816K +$60.1K +410 +7%
CC
2021
Cipher Capital
New York
$815K +$887K +6,046 New
WP
2022
WealthSource Partners
California
$814K -$65.4K -446 -7%
ERIC
2023
Eagle Rock Investment Company
Georgia
$813K -$137K -936 -13%
CBT
2024
CoreFirst Bank & Trust
Kansas
$813K -$13.2K -90 -1%
CRIG
2025
Charter Research & Investment Group
Connecticut
$813K – – –
79 80
81
82 83