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AbbVie
ABBV

Name Holding Trade Value Shares
Change 		Change in
Stake
DA
2001
Dover Advisors
Virginia
$1.52M -$55.6K -286 -4%
WIA
2002
Westbourne Investment Advisors
Maryland
$1.52M -$1.94K -10 -0.1%
NA
2003
Nautilus Advisors
California
$1.52M +$389 +2 +0%
AWAG
2004
ARS Wealth Advisors Group
Florida
$1.52M -$4.28K -22 -0.3%
MI
2005
Motiv8 Investments
Florida
$1.52M +$66.5K +342 +5%
NHC
2006
Nicholas Hoffman & Company
Georgia
$1.51M -$126K -650 -8%
SFG
2007
SNS Financial Group
Minnesota
$1.51M -$6.8K -35 -0.5%
LWM
2008
Liberty Wealth Management
California
$1.51M – – –
FCAS
2009
First Command Advisory Services
Texas
$1.5M +$68K +350 +5%
MAM
2010
Morse Asset Management
Connecticut
$1.5M -$32.1K -165 -2%
CGA
2011
Crescent Grove Advisors
Illinois
$1.5M -$108K -553 -7%
JSL
2012
JT Stratford LLC
Georgia
$1.5M +$17.1K +88 +1%
BEAM
2013
Baker Ellis Asset Management
Washington
$1.49M -$11.5K -59 -0.8%
ML
2014
Mayport LLC
Massachusetts
$1.49M +$113K +581 +9%
LRPA
2015
L. Roy Papp & Associates
Arizona
$1.49M -$109K -560 -7%
GWA
2016
GGM Wealth Advisors
Maryland
$1.49M +$25.3K +130 +2%
BCM
2017
BluePath Capital Management
Georgia
$1.49M -$787K -4,050 -36%
ACA
2018
Atlas Capital Advisors
Wyoming
$1.49M – – –
MTIC
2019
Missouri Trust & Investment Company
Missouri
$1.49M -$9.72K -50 -0.7%
WFI
2020
West Family Investments
California
$1.49M +$583 +3 +0%
SWA
2021
Sax Wealth Advisors
New Jersey
$1.48M +$92.5K +476 +7%
CFC
2022
Coyle Financial Counsel
Illinois
$1.48M +$34.8K +179 +3%
AW
2023
Alteri Wealth
California
$1.48M +$40.4K +208 +3%
EWM
2024
Evermay Wealth Management
Virginia
$1.48M -$85.7K -441 -6%
KTC
2025
Kentucky Trust Company
Kentucky
$1.47M -$9.72K -50 -0.7%
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