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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
LF
2001
Lee Financial
Texas
$528K +$183K +1,827 +62%
PHAM
2002
Palisades Hudson Asset Management
Florida
$527K – – –
MWPCG
2003
Measured Wealth Private Client Group
New Hampshire
$527K -$100 -1 -0%
BFPW
2004
BOK Financial Private Wealth
Colorado
$526K +$18.7K +187 +4%
GJWM
2005
Gilliland Jeter Wealth Management
Arkansas
$526K +$477K +4,777 New
BWM
2006
Brown Wealth Management
Illinois
$526K -$6.79K -68 -1%
RCG
2007
Regatta Capital Group
California
$520K +$799 +8 +0.2%
FNWA
2008
Financial Network Wealth Advisors
Utah
$518K +$470K +4,705 New
SGC
2009
Slocum, Gordon & Co
Rhode Island
$517K +$470K +4,700 New
FB
2010
First Bancorp
Maine
$517K -$249K -2,494 -35%
NF
2011
Nvest Financial
New Hampshire
$514K -$36.3K -363 -7%
SIC
2012
Samalin Investment Counsel
New York
$511K +$5.2K +52 +1%
AAG
2013
Armstrong Advisory Group
Massachusetts
$510K +$300 +3 +0.1%
HFS
2014
Heritage Financial Services
Massachusetts
$510K – – –
AFG
2015
ABLE Financial Group
Arizona
$508K -$339K -3,396 -42%
RC
2016
Reik & Co
New York
$508K -$62.9K -630 -12%
GWM
2017
GDS Wealth Management
Texas
$507K +$3.8K +38 +0.8%
ACA
2018
Ackerman Capital Advisors
Texas
$507K – – –
OL
2019
OneFund LLC
Florida
$505K +$458K +4,588 New
HB
2020
Horizon Bancorp
Indiana
$503K +$104K +1,041 +29%
SWA
2021
Sax Wealth Advisors
New Jersey
$502K +$1.3K +13 +0.3%
BAM
2022
Blueshift Asset Management
New Jersey
$502K -$221K -2,208 -33%
RA
2023
Riversedge Advisors
Delaware
$502K +$71.4K +715 +19%
CWM
2024
Campbell Wealth Management
Virginia
$502K +$456K +4,565 New
BB
2025
Bell Bank
North Dakota
$502K +$100 +1 +0%
79 80
81
82 83