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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMAG
2001
Pinnacle Wealth Management Advisory Group
New Jersey
$419K – – –
SCM
2002
Stonehearth Capital Management
Massachusetts
$417K – – –
SIM
2003
Sadoff Investment Management
Wisconsin
$416K -$86K -700 -17%
HCM
2004
Hollencrest Capital Management
California
$416K +$123 +1 +0%
BHTS
2005
Bar Harbor Trust Services
Maine
$415K – – –
CS
2006
Cannell & Spears
New York
$415K – – –
CWM
2007
Centric Wealth Management
Illinois
$414K +$9.83K +80 +2%
HCM
2008
HMS Capital Management
Tennessee
$413K -$70.8K -576 -14%
EGA
2009
Eagle Global Advisors
Texas
$413K – – –
FFIC
2010
First Fiduciary Investment Counsel
Ohio
$413K – – –
GSIS
2011
Global Strategic Investment Solutions
Arizona
$412K – – –
LWM
2012
Liberty Wealth Management
California
$411K +$47.2K +384 +13%
AA
2013
Alesco Advisors
New York
$410K – – –
WAAG
2014
Wealth Alliance Advisory Group
Kansas
$408K +$7.49K +61 +2%
AI
2015
ArchPoint Investors
Florida
$406K +$422K +3,433 New
FCA
2016
FinTrust Capital Advisors
South Carolina
$405K -$4.05K -33 -1%
LA
2017
Latitude Advisors
Florida
$405K +$190K +1,549 +82%
AA
2018
Apriem Advisors
California
$404K -$24.6K -200 -6%
KA
2019
Kercheville Advisors
Texas
$402K – – –
SFM
2020
Systematic Financial Management
New Jersey
$402K – – –
FSA
2021
Franklin Street Advisors
North Carolina
$400K -$3.93K -32 -0.9%
IFG
2022
Investors Financial Group
Minnesota
$400K +$47.3K +385 +13%
SAA
2023
Southeast Asset Advisors
Georgia
$398K +$1.84K +15 +0.4%
CAMG
2024
CWA Asset Management Group
Florida
$398K +$54.9K +447 +15%
ACM
2025
Aljian Capital Management
Nevada
$397K -$52.8K -430 -11%
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