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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
PHAM
2001
Palisades Hudson Asset Management
Florida
$545K – – –
BWM
2002
Brown Wealth Management
Illinois
$544K +$1.38K +12 +0.3%
GJWM
2003
Gilliland Jeter Wealth Management
Arkansas
$544K +$573 +5 +0.1%
RCG
2004
Regatta Capital Group
California
$543K +$5.5K +48 +1%
BFA
2005
Buttonwood Financial Advisors
Maryland
$542K -$73.5K -641 -12%
FNBOH
2006
First National Bank of Hutchinson
Kansas
$542K -$293K -2,560 -35%
CGA
2007
Crescent Grove Advisors
Illinois
$542K -$17.1K -149 -3%
DG
2008
DMC Group
Alabama
$541K +$85.2K +743 +18%
SW
2009
Solidarity Wealth
Utah
$537K -$22.9K -200 -4%
HFS
2010
Heritage Financial Services
Massachusetts
$536K +$9.29K +81 +2%
AWM
2011
Accurate Wealth Management
Florida
$536K +$17K +148 +3%
HI
2012
Human Investing
Oregon
$535K -$35.7K -311 -6%
PWM
2013
Prentice Wealth Management
New York
$535K +$36.1K +315 +7%
KWM
2014
Kolinsky Wealth Management
New Jersey
$535K +$43.8K +382 +9%
PEA
2015
Park Edge Advisors
Ohio
$532K -$17.2K -150 -3%
HB
2016
Horizon Bancorp
Indiana
$532K +$12.3K +107 +2%
RPWA
2017
Regent Peak Wealth Advisors
Georgia
$532K -$109K -954 -17%
PP
2018
Patron Partners
Texas
$530K +$67.4K +588 +14%
KPWG
2019
KFA Private Wealth Group
Virginia
$529K +$60.6K +529 +13%
PMG
2020
ProVise Management Group
Florida
$528K -$36.2K -316 -6%
CC
2021
Callan Capital
California
$528K +$89.4K +780 +20%
CSB
2022
City State Bank
Iowa
$525K -$33.9K -296 -6%
TC
2023
Trust Company
Kansas
$525K -$160K -1,395 -23%
RC
2024
Reik & Co
New York
$524K – – –
ACA
2025
Ackerman Capital Advisors
Texas
$523K – – –
79 80
81
82 83