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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
2001
Dorchester Wealth Management
Quebec, Canada
$467K – – –
VC
2002
Vicus Capital
Pennsylvania
$467K +$2.88K +27 +0.6%
AFC
2003
AFT Forsyth & Company
Florida
$466K -$67.7K -635 -13%
HC
2004
Henshaw Capital
Massachusetts
$465K – – –
BIC
2005
Beach Investment Counsel
Pennsylvania
$465K -$74.6K -700 -14%
HWM
2006
HighMark Wealth Management
Minnesota
$464K – – –
1WM
2007
1900 Wealth Management
Texas
$463K +$36.5K +342 +9%
CHA
2008
Cooper/Haims Advisors
New York
$462K +$2.67K +25 +0.6%
GB
2009
Goepper Burkhardt
South Carolina
$462K -$9.17K -86 -2%
FAFN
2010
First Affirmative Financial Network
Colorado
$461K +$76.3K +716 +20%
OPTFSNA
2011
Old Point Trust & Financial Services N A
Virginia
$461K – – –
OCM
2012
Osterweis Capital Management
California
$460K – – –
MKA
2013
M. Kulyk & Associates
Georgia
$458K – – –
UC
2014
Unio Capital
New Jersey
$458K -$69.3K -650 -13%
PWM
2015
Prentice Wealth Management
New York
$456K +$35.8K +336 +9%
CPC
2016
Congress Park Capital
New York
$454K – – –
GC
2017
GFG Capital
Florida
$452K -$58.6K -550 -12%
AWM
2018
Accurate Wealth Management
Florida
$451K -$1.59M -14,950 -78%
3IP
2019
3Chopt Investment Partners
Virginia
$451K -$21.2K -199 -5%
PCA
2020
Pallas Capital Advisors
Massachusetts
$451K -$17.2K -161 -4%
BCCM
2021
Bridge Creek Capital Management
Massachusetts
$451K – – –
RB
2022
Renasant Bank
Mississippi
$450K -$32.1K -301 -7%
IP
2023
Ignite Planners
California
$449K +$29.8K +280 +7%
SGI
2024
Summit Global Investments
Utah
$448K +$175K +1,645 +67%
HI
2025
Humankind Investments
New York
$448K +$37K +347 +9%
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