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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
RGIA
2001
Rainier Group Investment Advisory
Washington
$316K +$294K +2,901 New
PWMG
2002
Prestige Wealth Management Group
New Jersey
$315K +$61K +601 +26%
SIA
2003
SeaBridge Investment Advisors
New Jersey
$313K – – –
GTCM
2004
Gyon Technologies Capital Management
New Jersey
$312K +$291K +2,867 New
PVWM
2005
Point View Wealth Management
New Jersey
$311K – – –
PCM
2006
Palisade Capital Management
New Jersey
$310K – – –
TC
2007
Truvestments Capital
Florida
$305K -$22.6K -223 -7%
SJL
2008
Shayne & Jacobs LLC
Tennessee
$305K – – –
WAAG
2009
Wealth Alliance Advisory Group
Kansas
$305K +$4.36K +43 +2%
CIA
2010
Cascade Investment Advisors
Oregon
$304K -$10.1K -100 -3%
OCM
2011
Orser Capital Management
Texas
$304K – – –
PPP
2012
Private Portfolio Partners
New Jersey
$303K -$21.1K -208 -7%
MAM
2013
Madison Asset Management
Wisconsin
$301K -$71.7K -707 -20%
RHP
2014
Royal Harbor Partners
Texas
$301K – – –
GBBWRPM
2015
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$301K +$5.78K +57 +2%
BB
2016
Bell Bank
North Dakota
$300K -$89.9K -886 -24%
CRCM
2017
Corbett Road Capital Management
Virginia
$298K +$17.9K +176 +7%
PS
2018
Planned Solutions
California
$298K +$278K +2,741 New
HFG
2019
Heron Financial Group
New York
$297K – – –
VWM
2020
Vigilare Wealth Management
Arizona
$296K +$9.13K +90 +3%
SGK
2021
Steigerwald Gordon & Koch
Virginia
$296K +$10.4K +103 +4%
EI
2022
Ellevest Inc
New York
$295K +$58.8K +580 +27%
ACG
2023
Allen Capital Group
Nebraska
$294K – – –
WA
2024
Wambolt & Associates
Colorado
$293K +$274K +2,696 New
1WA
2025
180 Wealth Advisors
Washington
$291K -$5.99K -59 -2%
79 80
81
82 83