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AbbVie
ABBV

Name Holding Trade Value Shares
Change 		Change in
Stake
WFI
2001
West Family Investments
California
$1.19M +$55K +319 +5%
TP
2002
Tranquility Partners
Tennessee
$1.19M -$1.9K -11 -0.2%
HCM
2003
Hollencrest Capital Management
California
$1.19M -$1.72K -10 -0.2%
TFA
2004
Teamwork Financial Advisors
Texas
$1.19M -$193K -1,119 -15%
SHGA
2005
Sand Hill Global Advisors
California
$1.19M +$118K +683 +12%
WMA
2006
Wealth Management Associates
New Jersey
$1.19M -$60.8K -353 -5%
MIM
2007
Merrion Investment Management
New Jersey
$1.18M – – –
RWM
2008
Revisor Wealth Management
Ohio
$1.18M +$803K +4,660 +197%
HPIA
2009
Hamilton Point Investment Advisors
North Carolina
$1.18M -$211K -1,224 -16%
MCM
2010
Monument Capital Management
Virginia
$1.18M -$13.8K -80 -1%
FCM
2011
Fourpath Capital Management
Oklahoma
$1.18M -$384K -2,229 -26%
SW
2012
SkyOak Wealth
Michigan
$1.17M -$760K -4,412 -41%
DWM
2013
Dorchester Wealth Management
Quebec, Canada
$1.17M -$155K -900 -12%
PCP
2014
Proficio Capital Partners
Massachusetts
$1.17M +$101K +587 +10%
STAS
2015
Strong Tower Advisory Services
Minnesota
$1.16M +$135K +783 +14%
CCA
2016
Cravens & Co Advisors
Tennessee
$1.16M -$11.7K -68 -1%
WQ
2017
Wealth Quarterback
New Jersey
$1.16M -$327K -1,899 -23%
MFWP
2018
Mosaic Family Wealth Partners
Missouri
$1.16M -$163K -945 -13%
CCA
2019
Childress Capital Advisors
Texas
$1.16M -$80.3K -466 -7%
TWM
2020
Thrive Wealth Management
Pennsylvania
$1.16M +$99.6K +578 +10%
BMCM
2021
Bryn Mawr Capital Management
Pennsylvania
$1.16M +$1.49M +8,673 +136%
FCFC
2022
First Commonwealth Financial Corp
Pennsylvania
$1.15M -$103K -597 -9%
SFS
2023
Stiles Financial Services
Minnesota
$1.15M -$140K -811 -11%
BWP
2024
Baldwin Wealth Partners
Massachusetts
$1.15M -$76.7K -445 -7%
TAM
2025
Taurus Asset Management
New York
$1.15M -$164K -950 -13%
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