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AbbVie
ABBV

Name Holding Trade Value Shares
Change 		Change in
Stake
HBT
2001
Heartland Bank & Trust
Illinois
$913K +$9.84K +67 +1%
TWM
2002
Thrive Wealth Management
Pennsylvania
$912K +$79.9K +544 +10%
TI
2003
Truepoint Inc
Ohio
$911K +$496K +3,382 +124%
WFC
2004
Western Financial Corp
California
$908K -$89.7K -611 -9%
PCM
2005
Perritt Capital Management
Illinois
$906K – – –
CRWM
2006
Castle Rock Wealth Management
California
$905K +$369K +2,511 +70%
MC
2007
Maverick Capital
Texas
$905K +$892K +6,073 New
LAM
2008
L2 Asset Management
Massachusetts
$902K -$1.71M -11,650 -97%
BCM
2009
Brown Capital Management
Maryland
$901K -$11K -75 -1%
CRIG
2010
Charter Research & Investment Group
Connecticut
$899K – – –
ERIC
2011
Eagle Rock Investment Company
Georgia
$899K – – –
OFS
2012
OneAscent Financial Services
Alabama
$899K +$175K +1,191 +25%
CBT
2013
CoreFirst Bank & Trust
Kansas
$897K -$2.2K -15 -0.2%
LBWM
2014
Left Brain Wealth Management
Illinois
$894K -$147 -1 -0%
GAAM
2015
Guinness Atkinson Asset Management
California
$892K +$59.9K +408 +7%
PCP
2016
Proficio Capital Partners
Massachusetts
$891K +$50.6K +345 +6%
CHP
2017
Cable Hill Partners
Oregon
$891K +$20.6K +140 +2%
WP
2018
WealthSource Partners
California
$886K -$14.4K -98 -2%
LPAM
2019
Lodestar Private Asset Management
California
$885K -$27.5K -187 -3%
FWM
2020
Focused Wealth Management
New York
$883K +$12.3K +84 +1%
LKIM
2021
Lawson Kroeker Investment Management
Nebraska
$882K – – –
KWM
2022
Kolinsky Wealth Management
New Jersey
$881K +$881 +6 +0.1%
GD
2023
Grandfield & Dodd
New York
$879K -$2.5K -17 -0.3%
PIN
2024
Prudent Investors Network
California
$878K – – –
FC
2025
Financial Council
Maryland
$877K – – –
79 80
81
82 83