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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
PBF
2001
Petix & Botte Financial
California
$458K -$479K -4,215 -50%
BS
2002
Bessemer Securities
New York
$458K – – –
MKA
2003
M. Kulyk & Associates
Georgia
$457K -$13.9K -122 -3%
VW
2004
Vance Wealth
California
$456K +$1.14K +10 +0.2%
SWM
2005
Segment Wealth Management
Texas
$454K -$102K -897 -18%
CFN
2006
Cordasco Financial Network
Florida
$454K -$2.27K -20 -0.5%
LKIM
2007
Lawson Kroeker Investment Management
Nebraska
$453K – – –
CPC
2008
Congress Park Capital
New York
$452K – – –
AWAG
2009
ARS Wealth Advisors Group
Florida
$447K -$74.4K -655 -14%
CL
2010
COWA LLC
Oklahoma
$447K – – –
FDCC
2011
Foster Dykema Cabot & Co
Massachusetts
$446K -$11.1K -98 -2%
BCCM
2012
Bridge Creek Capital Management
Massachusetts
$446K – – –
MSA
2013
Marino Stram & Associates
Massachusetts
$445K -$54.4K -479 -10%
FPFS
2014
First Personal Financial Services
North Carolina
$445K -$2.84K -25 -0.6%
GIM
2015
Goelzer Investment Management
Indiana
$445K +$47.2K +416 +11%
EFG
2016
Everhart Financial Group
Ohio
$442K -$15.3K -135 -3%
LHC
2017
Little House Capital
Massachusetts
$442K +$12.6K +111 +3%
RFA
2018
Resurgent Financial Advisors
Georgia
$442K +$149K +1,310 +47%
LIM
2019
Lathrop Investment Management
Arkansas
$441K – – –
PFP
2020
Paragon Financial Partners
California
$440K – – –
SSWM
2021
Sheets Smith Wealth Management
North Carolina
$439K -$44.6K -393 -9%
PCG
2022
Private Capital Group
Connecticut
$438K -$20.8K -183 -4%
FWSM
2023
First Wilshire Securities Management
California
$438K – – –
OPOWM
2024
One Plus One Wealth Management
Florida
$437K – – –
GWM
2025
GDS Wealth Management
Texas
$436K – – –
79 80
81
82 83