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AbbVie
ABBV

Name Holding Trade Value Shares
Change 		Change in
Stake
BFPW
2001
BOK Financial Private Wealth
Colorado
$1.31M +$35.1K +188 +3%
PWP
2002
Phillips Wealth Planners
Mississippi
$1.31M -$74.5K -399 -5%
RIA
2003
Realta Investment Advisors
Delaware
$1.31M -$525K -2,814 -30%
CCA
2004
Childress Capital Advisors
Texas
$1.31M +$22.6K +121 +2%
MFWP
2005
Mosaic Family Wealth Partners
Missouri
$1.3M +$20.3K +109 +2%
PP
2006
Patron Partners
Texas
$1.3M -$9.71K -52 -0.8%
CFO
2007
Collective Family Office
Pennsylvania
$1.3M -$45.4K -243 -4%
TP
2008
Tranquility Partners
Tennessee
$1.3M – – –
PCM
2009
Perkins Capital Management
Minnesota
$1.3M -$266K -1,425 -18%
CM
2010
Crestline Management
Texas
$1.3M +$1.22M +6,558 New
MCM
2011
Monument Capital Management
Virginia
$1.29M -$187 -1 -0%
DWM
2012
Dorchester Wealth Management
Quebec, Canada
$1.29M +$243K +1,300 +25%
MWM
2013
Mattern Wealth Management
Kansas
$1.29M -$264K -1,415 -18%
FCM
2014
Fourpath Capital Management
Oklahoma
$1.29M +$75.8K +406 +7%
APC
2015
Aspire Private Capital
North Carolina
$1.29M +$56.7K +304 +5%
C
2016
Certuity
Florida
$1.29M -$42.7K -229 -3%
SWM
2017
Sendero Wealth Management
Texas
$1.29M -$349K -1,872 -22%
TCBWMS
2018
Texas Capital Bank Wealth Management Services
Texas
$1.28M +$633K +3,391 +109%
CC
2019
Callan Capital
California
$1.28M +$78.4K +420 +7%
PIM
2020
Profit Investment Management
Maryland
$1.28M -$42.4K -227 -3%
CAM
2021
Chesapeake Asset Management
New York
$1.28M +$18.3K +98 +2%
AF
2022
Advisornet Financial
Minnesota
$1.28M +$317K +1,701 +36%
LF
2023
Lantz Financial
Illinois
$1.27M +$27.6K +148 +2%
JCFM
2024
JBR Co Financial Management
Oklahoma
$1.27M – – –
FFWM
2025
Future Financial Wealth Management
Ohio
$1.27M +$933 +5 +0.1%
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