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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
TCWM
2001
Total Clarity Wealth Management
Illinois
$439K -$209K -1,980 -31%
GB
2002
Goepper Burkhardt
South Carolina
$437K -$6.76K -64 -1%
SIM
2003
SSI Investment Management
California
$436K -$77.4K -733 -15%
GSC
2004
Grey Street Capital
Illinois
$436K +$455K +4,305 New
KW
2005
KWB Wealth
California
$436K – – –
DWM
2006
Dorchester Wealth Management
Quebec, Canada
$434K +$453K +4,287 New
VCM
2007
Virtue Capital Management
Tennessee
$434K -$69.4K -657 -14%
AG
2008
Ascent Group
Virginia
$433K -$73.8K -699 -14%
GAM
2009
Gemmer Asset Management
California
$432K +$950 +9 +0.2%
VC
2010
Veracity Capital
Georgia
$432K +$15.1K +143 +3%
HC
2011
Henshaw Capital
Massachusetts
$432K – – –
MAG
2012
MRA Advisory Group
New Jersey
$431K -$69.3K -656 -13%
FPAS
2013
Focus Partners Advisor Solutions
Missouri
$431K +$161K +1,521 +56%
HWM
2014
HighMark Wealth Management
Minnesota
$431K – – –
VC
2015
Vicus Capital
Pennsylvania
$431K -$27.9K -264 -6%
EFM
2016
E Fund Management
China
$429K -$13.1K -124 -3%
OPTFSNA
2017
Old Point Trust & Financial Services N A
Virginia
$428K +$165K +1,567 +59%
PBF
2018
Petix & Botte Financial
California
$427K +$446K +4,222 New
WDG
2019
Wealth Dimensions Group
Ohio
$427K -$15.4K -146 -3%
NRW
2020
Nova R Wealth
Kansas
$427K -$11.7K -111 -3%
CHA
2021
Cooper/Haims Advisors
New York
$427K – – –
OCM
2022
Osterweis Capital Management
California
$427K -$34.8K -330 -7%
1WM
2023
1900 Wealth Management
Texas
$426K – – –
MKA
2024
M. Kulyk & Associates
Georgia
$426K -$31.7K -300 -7%
OWA
2025
Opal Wealth Advisors
New York
$425K +$2.96K +28 +0.7%
79 80
81
82 83