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AbbVie
ABBV

Name Holding Trade Value Shares
Change 		Change in
Stake
DFG
2001
Delta Financial Group
New Jersey
$1.03M -$76.2K -523 -7%
TWM
2002
Trueblood Wealth Management
Ohio
$1.03M +$966K +6,627 New
JCFM
2003
JBR Co Financial Management
Oklahoma
$1.03M +$966K +6,625 New
NB
2004
Northwest Bancshares
Pennsylvania
$1.03M -$12.2K -84 -1%
BWP
2005
Balboa Wealth Partners
Arizona
$1.02M -$74.6K -512 -7%
FCA
2006
Fortis Capital Advisors
Kansas
$1.02M -$339K -2,326 -26%
ITFISA
2007
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$1.02M -$4.37K -30 -0.5%
AWM
2008
Adams Wealth Management
Utah
$1.02M -$16.2K -111 -2%
AWA
2009
Aaron Wealth Advisors
Illinois
$1.02M -$2.96M -20,310 -76%
TP
2010
Tranquility Partners
Tennessee
$1.02M -$14.6K -100 -2%
MCM
2011
Monument Capital Management
Virginia
$1.02M -$125K -857 -12%
HCM
2012
Hollencrest Capital Management
California
$1.01M -$1.02K -7 -0.1%
AFC
2013
AFT Forsyth & Company
Florida
$1.01M -$10.9K -75 -1%
WF
2014
Wayfinding Financial
Washington
$1.01M +$2.77K +19 +0.3%
TNA
2015
True North Advisors
Texas
$1.01M -$24.6K -169 -3%
NCM
2016
Novare Capital Management
North Carolina
$1.01M -$38.8K -266 -4%
MIM
2017
Merrion Investment Management
New Jersey
$1.01M – – –
CAM
2018
Cidel Asset Management
Ontario, Canada
$1.01M +$947K +6,497 New
NG
2019
Norden Group
Utah
$1M -$287K -1,968 -23%
CCA
2020
Cravens & Co Advisors
Tennessee
$1M -$14.6K -100 -2%
LWMG
2021
Levy Wealth Management Group
Pennsylvania
$1,000K +$1.46K +10 +0.2%
MLA
2022
My Legacy Advisors
Oregon
$998K +$328K +2,247 +58%
SMG
2023
Smart Money Group
Texas
$997K +$38.9K +267 +4%
OAM
2024
Occidental Asset Management
California
$993K -$12.7K -87 -1%
FA
2025
Fiducient Advisors
Illinois
$992K +$169K +1,160 +22%
79 80
81
82 83