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AbbVie
ABBV

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
2001
Liberty Wealth Management
California
$1.68M -$9.57K -47 -0.6%
SFG
2002
SNS Financial Group
Minnesota
$1.68M +$3.87K +19 +0.3%
PWM
2003
PMG Wealth Management
Illinois
$1.67M -$32K -157 -2%
CAL
2004
Capital Analysts LLC
Pennsylvania
$1.67M -$139K -684 -9%
LRPA
2005
L. Roy Papp & Associates
Arizona
$1.67M +$17.7K +87 +1%
HAS
2006
HBW Advisory Services
California
$1.67M +$21.6K +106 +1%
JIC
2007
Joel Isaacson & Co
New York
$1.67M +$89.6K +440 +6%
SI
2008
Saxon Interests
Texas
$1.66M +$901K +4,423 +127%
KCM
2009
Kerusso Capital Management
North Carolina
$1.66M -$79.4K -390 -5%
BOJHT
2010
Bank of Jackson Hole Trust
Wyoming
$1.66M +$81.5K +400 +6%
PCM
2011
Princeton Capital Management
New Jersey
$1.66M – – –
AA
2012
Advisory Alpha
Michigan
$1.66M +$261K +1,280 +22%
MWM
2013
Mindset Wealth Management
Indiana
$1.66M +$55.4K +272 +4%
KFS
2014
Kurt F. Somerville
$1.66M -$30.5K -150 -2%
FCAS
2015
First Command Advisory Services
Texas
$1.65M +$58K +285 +4%
SQA
2016
Simon Quick Advisors
New Jersey
$1.65M +$121K +594 +9%
RWPA
2017
Richard W. Paul & Associates
Michigan
$1.65M -$49.9K -245 -3%
MTIC
2018
Missouri Trust & Investment Company
Missouri
$1.65M +$4.07K +20 +0.3%
AI
2019
Arvest Investments
Arkansas
$1.65M -$649K -3,188 -31%
DA
2020
Dillon & Associates
Michigan
$1.64M +$6.11K +30 +0.4%
CSPIA
2021
Cary Street Partners Investment Advisory
Virginia
$1.64M +$51.5K +253 +4%
CA
2022
Calton & Associates
Florida
$1.63M +$243K +1,194 +20%
PWP
2023
Phillips Wealth Planners
Mississippi
$1.63M -$10.6K -52 -0.7%
CWM
2024
Connecticut Wealth Management
Connecticut
$1.63M +$618K +3,033 +76%
LT
2025
Legacy Trust
Michigan
$1.63M +$933K +4,583 +186%
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