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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
GJWM
2001
Gilliland Jeter Wealth Management
Arkansas
$434K -$44.7K -490 -9%
EV
2002
EJMK Ventures
Illinois
$434K -$174K -1,911 -29%
BWA
2003
BCU Wealth Advisors
Illinois
$433K +$2.37K +26 +0.5%
AAB
2004
ABN AMRO Bank
Netherlands
$433K -$255K -2,795 -37%
CIA
2005
Compass Ion Advisors
Pennsylvania
$433K -$9.49K -104 -2%
JIC
2006
Joel Isaacson & Co
New York
$433K -$16.2K -177 -4%
PAP
2007
Persistent Asset Partners
Hong Kong
$433K -$183K -2,009 -30%
WHCI
2008
W.H. Cornerstone Investments
Massachusetts
$431K -$15.3K -168 -3%
TC
2009
Trilogy Capital
California
$431K -$45.8K -502 -10%
NLWP
2010
Next Level Wealth Planning
Idaho
$431K – – –
OL
2011
OneFund LLC
Florida
$431K -$3.19K -35 -0.7%
WF
2012
Wayfinding Financial
Washington
$430K -$13.6K -149 -3%
CFS
2013
Commonwealth Financial Services
West Virginia
$430K +$33.3K +365 +8%
TPWM
2014
Twelve Points Wealth Management
Massachusetts
$430K -$18.8K -206 -4%
WP
2015
Westmount Partners
California
$430K +$26.8K +294 +7%
FB
2016
First Bancorp
Maine
$429K +$30.8K +337 +8%
DPI
2017
Diversified Portfolios Inc
Michigan
$429K +$87.3K +957 +25%
MAA
2018
Mraz Amerine & Associates
California
$429K – – –
ITIM
2019
Indiana Trust & Investment Management
Indiana
$429K -$101K -1,103 -19%
KTC
2020
Kentucky Trust Company
Kentucky
$428K -$111K -1,211 -20%
PRI
2021
Prepared Retirement Institute
Pennsylvania
$428K – – –
WB
2022
West Bancorporation
Iowa
$428K -$39.2K -429 -8%
MCM
2023
Marathon Capital Management
Maryland
$427K – – –
HCA
2024
Heck Capital Advisors
Wisconsin
$426K +$2.19K +24 +0.5%
ACA
2025
Ackerman Capital Advisors
Texas
$426K +$8.67K +95 +2%
79 80
81
82 83