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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
2001
Integris Wealth Management
California
$441K +$9.13K +100 +2%
QP
2002
Quartz Partners
New York
$440K +$12.1K +133 +3%
BAM
2003
Brave Asset Management
New Jersey
$440K -$33.8K -370 -7%
EL
2004
EWA LLC
Pennsylvania
$440K +$442K +4,847 New
UIM
2005
Unified Investment Management
Georgia
$439K +$199K +2,180 +82%
IAG
2006
Ipsen Advisor Group
Arkansas
$439K +$13.8K +151 +3%
NB
2007
NBH Bank
Colorado
$438K +$441K +4,830 New
PWM
2008
Pines Wealth Management
North Carolina
$438K +$27K +296 +7%
DIM
2009
Delta Investment Management
California
$438K -$90.8K -995 -17%
MCM
2010
Magnolia Capital Management
New York
$438K – – –
WPW
2011
Winthrop Partners - WNY
New York
$437K -$39.4K -432 -8%
PHAM
2012
Palisades Hudson Asset Management
Florida
$435K – – –
GJWM
2013
Gilliland Jeter Wealth Management
Arkansas
$434K -$44.7K -490 -9%
EV
2014
EJMK Ventures
Illinois
$434K -$174K -1,911 -29%
BWA
2015
BCU Wealth Advisors
Illinois
$433K +$2.37K +26 +0.5%
AAB
2016
ABN AMRO Bank
Netherlands
$433K -$255K -2,795 -37%
CIA
2017
Compass Ion Advisors
Pennsylvania
$433K -$9.49K -104 -2%
JIC
2018
Joel Isaacson & Co
New York
$433K -$16.2K -177 -4%
PAP
2019
Persistent Asset Partners
Hong Kong
$433K -$183K -2,009 -30%
WHCI
2020
W.H. Cornerstone Investments
Massachusetts
$431K -$15.3K -168 -3%
TC
2021
Trilogy Capital
California
$431K -$45.8K -502 -10%
NLWP
2022
Next Level Wealth Planning
Idaho
$431K – – –
OL
2023
OneFund LLC
Florida
$431K -$3.19K -35 -0.7%
WF
2024
Wayfinding Financial
Washington
$430K -$13.6K -149 -3%
CFS
2025
Commonwealth Financial Services
West Virginia
$430K +$33.3K +365 +8%
79 80
81
82 83