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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
WDG
2001
Wealth Dimensions Group
Ohio
$415K -$11.9K -112 -3%
RIM
2002
Redwood Investment Management
Arizona
$414K +$456K +4,281 New
AWAG
2003
ARS Wealth Advisors Group
Florida
$413K +$16.3K +153 +4%
FAFN
2004
First Affirmative Financial Network
Colorado
$413K +$31.8K +298 +8%
HWM
2005
HighMark Wealth Management
Minnesota
$412K – – –
CWM
2006
Centric Wealth Management
Illinois
$411K +$31.5K +296 +7%
CHA
2007
Cooper/Haims Advisors
New York
$410K -$10.6K -99 -2%
PA
2008
Probity Advisors
Texas
$410K -$10.1K -95 -2%
MKA
2009
M. Kulyk & Associates
Georgia
$407K – – –
VW
2010
Vance Wealth
California
$405K -$1.07K -10 -0.2%
VC
2011
Veracity Capital
Georgia
$404K -$33.8K -317 -7%
LKIM
2012
Lawson Kroeker Investment Management
Nebraska
$404K – – –
CPC
2013
Congress Park Capital
New York
$403K – – –
BO
2014
BRR OpCo
Ohio
$403K +$21K +197 +5%
AFP
2015
Ausdal Financial Partners
Iowa
$403K +$52.8K +495 +13%
QC
2016
Quent Capital
New York
$403K +$74.6K +700 +20%
BFA
2017
Buttonwood Financial Advisors
Maryland
$401K – – –
GWM
2018
GDS Wealth Management
Texas
$401K +$13.6K +128 +3%
ML
2019
Mayport LLC
Massachusetts
$401K +$28.2K +265 +7%
ISB
2020
Iowa State Bank
Iowa
$399K +$54.8K +514 +14%
BCCM
2021
Bridge Creek Capital Management
Massachusetts
$398K +$746 +7 +0.2%
EFG
2022
Everhart Financial Group
Ohio
$398K +$4.16K +39 +1%
OWA
2023
Opal Wealth Advisors
New York
$398K +$97.2K +912 +28%
FDCC
2024
Foster Dykema Cabot & Co
Massachusetts
$397K – – –
SWM
2025
Segment Wealth Management
Texas
$396K -$8.53K -80 -2%
79 80
81
82 83