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AbbVie
ABBV

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
2001
Hollencrest Capital Management
California
$1.12M – – –
WFI
2002
West Family Investments
California
$1.12M -$4.31K -26 -0.4%
CCA
2003
Childress Capital Advisors
Texas
$1.12M +$22.9K +138 +2%
MIM
2004
Merrion Investment Management
New Jersey
$1.11M – – –
MFWP
2005
Mosaic Family Wealth Partners
Missouri
$1.11M +$20K +121 +2%
AT
2006
American Trust
Kentucky
$1.11M -$116K -698 -10%
LWMG
2007
Levy Wealth Management Group
Pennsylvania
$1.11M +$2.65K +16 +0.2%
MFG
2008
Menard Financial Group
Texas
$1.11M +$286K +1,724 +36%
SFB
2009
STAR Financial Bank
Indiana
$1.11M -$484K -2,919 -31%
BFPW
2010
BOK Financial Private Wealth
Colorado
$1.11M +$57.6K +348 +6%
SW
2011
SkyOak Wealth
Michigan
$1.1M – – –
JCFM
2012
JBR Co Financial Management
Oklahoma
$1.1M -$22.4K -135 -2%
KWM
2013
Kolinsky Wealth Management
New Jersey
$1.1M +$22.5K +136 +2%
BMCM
2014
Bryn Mawr Capital Management
Pennsylvania
$1.1M -$1.43M -8,651 -57%
MCM
2015
Marathon Capital Management
Maryland
$1.1M +$34K +205 +3%
DWM
2016
Dynasty Wealth Management
Florida
$1.1M +$1.06M +6,417 New
FFWM
2017
Future Financial Wealth Management
Ohio
$1.1M -$48.7K -294 -4%
SHGA
2018
Sand Hill Global Advisors
California
$1.09M -$23.5K -142 -2%
TWM
2019
Trueblood Wealth Management
Ohio
$1.09M -$54.7K -330 -5%
CAM
2020
Chesapeake Asset Management
New York
$1.09M -$33.3K -201 -3%
LF
2021
Lantz Financial
Illinois
$1.08M -$40.9K -247 -4%
ML
2022
Mayport LLC
Massachusetts
$1.08M +$166 +1 +0%
BWP
2023
Baldwin Wealth Partners
Massachusetts
$1.08M -$4.97K -30 -0.5%
HPIA
2024
Hamilton Point Investment Advisors
North Carolina
$1.08M -$33.8K -204 -3%
JIC
2025
Joel Isaacson & Co
New York
$1.08M -$55.8K -337 -5%
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