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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
NRW
2001
Nova R Wealth
Kansas
$475K -$15.2K -147 -3%
FFA
2002
Farther Finance Advisors
California
$474K +$447K +4,320 New
CL
2003
COWA LLC
Oklahoma
$474K – – –
RWM
2004
RKL Wealth Management
Pennsylvania
$473K -$1.35K -13 -0.3%
HS
2005
Horan Securities
United States
$472K -$2.17K -21 -0.5%
ACS
2006
Archford Capital Strategies
Illinois
$469K -$29K -280 -6%
HC
2007
Henshaw Capital
Massachusetts
$468K -$125K -1,204 -22%
GAM
2008
Gemmer Asset Management
California
$468K -$5.28K -51 -1%
HWM
2009
HighMark Wealth Management
Minnesota
$467K -$311 -3 -0.1%
CFP
2010
Catalyst Financial Partners
Massachusetts
$466K +$439K +4,241 New
PWMG
2011
Prestige Wealth Management Group
New Jersey
$465K -$445K -4,300 -50%
APA
2012
Astoria Portfolio Advisors
New York
$464K +$49.4K +477 +13%
CHA
2013
Cooper/Haims Advisors
New York
$463K -$2.59K -25 -0.6%
MGIM
2014
M&G Investment Management
United Kingdom
$460K -$5.07M -48,920 -92%
VW
2015
Vance Wealth
California
$459K – – –
OIA
2016
Optimum Investment Advisors
Illinois
$458K -$49.2K -475 -10%
LKIM
2017
Lawson Kroeker Investment Management
Nebraska
$458K – – –
FWM
2018
Forza Wealth Management
Florida
$458K +$432K +4,169 New
OWA
2019
Opal Wealth Advisors
New York
$457K +$5.28K +51 +1%
CPC
2020
Congress Park Capital
New York
$457K – – –
EA
2021
Ergawealth Advisors
Illinois
$455K +$429K +4,144 New
PA
2022
Probity Advisors
Texas
$455K -$10K -97 -2%
BCCM
2023
Bridge Creek Capital Management
Massachusetts
$454K +$2.59K +25 +0.6%
FSC
2024
Full Sail Capital
Oklahoma
$454K +$193K +1,865 +82%
FAFN
2025
First Affirmative Financial Network
Colorado
$453K -$14.9K -144 -3%
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