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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
WDG
2001
Wealth Dimensions Group
Ohio
$537K +$28.9K +233 +5%
GLA
2002
Good Life Advisors
Pennsylvania
$535K +$5.7K +46 +1%
CG
2003
Clarus Group
Texas
$534K +$6.08K +49 +1%
NCM
2004
Northwest Capital Management
Oregon
$533K – – –
BFG
2005
Barber Financial Group
Kansas
$532K +$112K +901 +25%
P
2006
&Partners
Tennessee
$532K +$324K +2,614 +139%
NRA
2007
NSI Retail Advisors
Pennsylvania
$530K – – –
SC
2008
Steph & Co
Wisconsin
$529K – – –
TWM
2009
Tradition Wealth Management
Minnesota
$527K -$61.6K -497 -10%
SWA
2010
Sax Wealth Advisors
New Jersey
$527K – – –
EIP
2011
Ellis Investment Partners
Pennsylvania
$526K -$50.8K -410 -8%
SSWM
2012
Sheets Smith Wealth Management
North Carolina
$525K +$1.36K +11 +0.2%
CAMG
2013
CWA Asset Management Group
Florida
$523K +$35.7K +288 +7%
CCM
2014
Crew Capital Management
Ohio
$521K -$11.9K -96 -2%
NAMP
2015
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$521K +$3.1K +25 +0.6%
EFM
2016
E Fund Management
China
$520K -$53.7K -433 -9%
WA
2017
Wealth Architects
California
$518K -$18.7K -151 -3%
MIA
2018
MainStreet Investment Advisors
Illinois
$518K -$18.2K -147 -3%
SRC
2019
Shufro Rose & Co
New York
$516K +$16.9K +136 +3%
PGA
2020
Portland Global Advisors
Maine
$515K -$157K -1,267 -23%
SWM
2021
Salvus Wealth Management
New Jersey
$515K +$81K +653 +18%
BI
2022
Ballast Inc
Kentucky
$512K -$43.4K -350 -7%
MKA
2023
M. Kulyk & Associates
Georgia
$512K +$868 +7 +0.2%
EAM
2024
Evanson Asset Management
California
$511K – – –
ISB
2025
Iowa State Bank
Iowa
$510K -$183K -1,478 -26%
79 80
81
82 83