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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
2001
Sweet Financial Partners
Minnesota
$609K +$554K +4,330 New
MKA
2002
M. Kulyk & Associates
Georgia
$608K +$310K +2,423 +128%
EAM
2003
Evanson Asset Management
California
$607K -$90K -703 -14%
WDG
2004
Wealth Dimensions Group
Ohio
$606K -$2.69K -21 -0.5%
PCG
2005
Private Capital Group
Connecticut
$602K -$7.94K -62 -1%
HCC
2006
Hirtle Callaghan & Co
Pennsylvania
$602K +$548K +4,278 New
WF
2007
Wayfinding Financial
Washington
$602K +$640K +5,001 New
RIG
2008
Renaissance Investment Group
Massachusetts
$600K -$112K -877 -17%
HWM
2009
HighMark Wealth Management
Minnesota
$598K +$1.92K +15 +0.4%
GAM
2010
Gemmer Asset Management
California
$598K +$32.6K +255 +6%
HR
2011
Howe & Rusling
New York
$595K -$2.18K -17 -0.4%
AIM
2012
Axiom Investment Management
New York
$595K +$896 +7 +0.2%
BIA
2013
Bigelow Investment Advisors
Maine
$595K +$22.5K +176 +4%
SRC
2014
Shufro Rose & Co
New York
$594K -$12.8K -100 -2%
TCM
2015
Tradewinds Capital Management
Washington
$594K -$10.4K -81 -2%
AF
2016
Affiance Financial
Minnesota
$593K -$5.12K -40 -0.9%
CFN
2017
Cordasco Financial Network
Florida
$591K +$2.56K +20 +0.5%
LKIM
2018
Lawson Kroeker Investment Management
Nebraska
$589K -$384 -3 -0.1%
VW
2019
Vance Wealth
California
$589K +$536K +4,185 New
LIM
2020
Lathrop Investment Management
Arkansas
$588K – – –
FCA
2021
FinTrust Capital Advisors
South Carolina
$588K +$96K +750 +22%
WMA
2022
West Michigan Advisors
Michigan
$588K +$535K +4,176 New
AG
2023
Ascent Group
Virginia
$588K +$598K +4,669 New
WP
2024
WealthShield Partners
North Carolina
$587K +$231K +1,807 +77%
CPC
2025
Congress Park Capital
New York
$586K – – –
79 80
81
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