We are live on ! Find out more
ABT icon

Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
VC
2001
Vicus Capital
Pennsylvania
$467K +$2.88K +27 +0.6%
AFC
2002
AFT Forsyth & Company
Florida
$466K -$67.7K -635 -13%
HC
2003
Henshaw Capital
Massachusetts
$465K – – –
BIC
2004
Beach Investment Counsel
Pennsylvania
$465K -$74.6K -700 -14%
HWM
2005
HighMark Wealth Management
Minnesota
$464K – – –
1WM
2006
1900 Wealth Management
Texas
$463K +$36.5K +342 +9%
CHA
2007
Cooper/Haims Advisors
New York
$462K +$2.67K +25 +0.6%
GB
2008
Goepper Burkhardt
South Carolina
$462K -$9.17K -86 -2%
FAFN
2009
First Affirmative Financial Network
Colorado
$461K +$76.3K +716 +20%
OPTFSNA
2010
Old Point Trust & Financial Services N A
Virginia
$461K – – –
OCM
2011
Osterweis Capital Management
California
$460K – – –
MKA
2012
M. Kulyk & Associates
Georgia
$458K – – –
UC
2013
Unio Capital
New Jersey
$458K -$69.3K -650 -13%
PWM
2014
Prentice Wealth Management
New York
$456K +$35.8K +336 +9%
CPC
2015
Congress Park Capital
New York
$454K – – –
GC
2016
GFG Capital
Florida
$452K -$58.6K -550 -12%
AWM
2017
Accurate Wealth Management
Florida
$451K -$1.59M -14,950 -78%
3IP
2018
3Chopt Investment Partners
Virginia
$451K -$21.2K -199 -5%
PCA
2019
Pallas Capital Advisors
Massachusetts
$451K -$17.2K -161 -4%
BCCM
2020
Bridge Creek Capital Management
Massachusetts
$451K – – –
RB
2021
Renasant Bank
Mississippi
$450K -$32.1K -301 -7%
IP
2022
Ignite Planners
California
$449K +$29.8K +280 +7%
SGI
2023
Summit Global Investments
Utah
$448K +$175K +1,645 +67%
HI
2024
Humankind Investments
New York
$448K +$37K +347 +9%
LF
2025
Lantz Financial
Illinois
$448K +$8.31K +78 +2%
79 80
81
82 83