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AbbVie
ABBV

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
2001
Moseley Investment Management
Florida
$1.7M -$42.4K -191 -2%
MPWS
2002
McCarter Private Wealth Services
Massachusetts
$1.69M +$166K +750 +11%
SEA
2003
Stegent Equity Advisors
Texas
$1.69M -$705K -3,179 -29%
KWM
2004
Kassira Wealth Management
Tennessee
$1.68M +$78.3K +353 +5%
AWAG
2005
ARS Wealth Advisors Group
Florida
$1.68M +$1.11K +5 +0.1%
FHB
2006
First Hawaiian Bank
Hawaii
$1.68M – – –
CWP
2007
Concord Wealth Partners
Virginia
$1.68M +$77.9K +351 +5%
VSQM
2008
V-Square Quantitative Management
Illinois
$1.68M +$99.2K +447 +6%
PFG
2009
Putney Financial Group
California
$1.68M -$11.1K -50 -0.6%
BWA
2010
Basecamp Wealth Advisors
Washington
$1.68M -$3.55K -16 -0.2%
BCP
2011
Berkeley Capital Partners
Georgia
$1.68M -$27.1K -122 -2%
MS
2012
Monetary Solutions
Ohio
$1.67M – – –
CFC
2013
Coyle Financial Counsel
Illinois
$1.67M -$75.2K -339 -4%
AIFAIM
2014
American Institute for Advanced Investment Management
Arizona
$1.67M – – –
CWP
2015
Core Wealth Partners
California
$1.67M -$19.3K -87 -1%
BLFG
2016
Brian Low Financial Group
Louisiana
$1.66M +$140K +631 +9%
LF
2017
Lantz Financial
Illinois
$1.66M +$19.7K +89 +1%
CAC
2018
Certified Advisory Corp
Florida
$1.66M -$3.99K -18 -0.2%
LWM
2019
LongView Wealth Management
Georgia
$1.66M +$3.99K +18 +0.2%
LRPA
2020
L. Roy Papp & Associates
Arizona
$1.66M +$25.1K +113 +2%
PWM
2021
Pines Wealth Management
North Carolina
$1.65M +$132K +594 +8%
SP
2022
SmartHarvest Portfolios
Washington
$1.65M -$516K -2,324 -23%
BIM
2023
Barton Investment Management
Pennsylvania
$1.65M -$452K -2,036 -21%
OL
2024
Optas LLC
Texas
$1.65M +$128K +576 +8%
FFG
2025
Frisch Financial Group
New York
$1.64M -$33.9K -153 -2%
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