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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
BBI
2001
Baxter Bros Inc
Connecticut
$445K – – –
CHA
2002
Cooper/Haims Advisors
New York
$445K – – –
CPA
2003
Clear Perspective Advisors
Illinois
$445K +$109K +918 +33%
AIM
2004
Acropolis Investment Management
Missouri
$443K +$2.96K +25 +0.7%
SAM
2005
Summit Asset Management
Tennessee
$443K +$11.3K +95 +3%
TCA
2006
Transcend Capital Advisors
New Jersey
$442K -$23.1K -195 -5%
EIA
2007
Edgemoor Investment Advisors
Maryland
$442K +$4.26K +36 +1%
FBT
2008
First Bank & Trust
South Dakota
$442K +$9.24K +78 +2%
AIFAIM
2009
American Institute for Advanced Investment Management
Arizona
$440K +$3.55K +30 +0.8%
BHTS
2010
Bar Harbor Trust Services
Maine
$439K -$11.1K -94 -3%
AP
2011
Atwood & Palmer
Missouri
$439K – – –
T
2012
TOBAM
France
$438K +$139K +1,172 +47%
CHA
2013
Carmichael Hill & Associates
Maryland
$437K – – –
TFF
2014
The Family Firm
Maryland
$435K +$1.19K +10 +0.3%
IF
2015
IRON Financial
Illinois
$433K -$33.9K -286 -7%
BFG
2016
Barber Financial Group
Kansas
$430K -$66.5K -561 -14%
RSWM
2017
Robertson Stephens Wealth Management
California
$429K +$109K +919 +35%
TSS
2018
Two Sigma Securities
New York
$428K -$54.1K -457 -11%
AA
2019
Apriem Advisors
California
$428K +$22.3K +188 +6%
PWMAG
2020
Pinnacle Wealth Management Advisory Group
New Jersey
$427K -$25.5K -215 -6%
CWA
2021
Clarus Wealth Advisors
Arizona
$427K +$2.37K +20 +0.6%
SCM
2022
Stevens Capital Management
Pennsylvania
$426K -$2.17M -18,298 -84%
AIA
2023
Alera Investment Advisors
Illinois
$426K – – –
CBB
2024
Citizens Business Bank
California
$424K -$11.8K -100 -3%
CAMG
2025
CWA Asset Management Group
Florida
$424K +$118 +1 +0%
79 80
81
82 83