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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
MSF
2001
Mustard Seed Financial
Arkansas
$508K – – –
BCM
2002
Buckhead Capital Management
Georgia
$507K -$34.5K -325 -6%
WHCI
2003
W.H. Cornerstone Investments
Massachusetts
$506K +$2.65K +25 +0.5%
NDSI
2004
Newman Dignan & Sheerar Inc
Rhode Island
$504K -$6.36K -60 -1%
NWA
2005
New World Advisors
Massachusetts
$503K -$318 -3 -0.1%
MCM
2006
Marathon Capital Management
Maryland
$503K -$1.27K -12 -0.2%
NCFG
2007
New Century Financial Group
New Jersey
$502K +$309K +2,917 +152%
LA
2008
LM Advisors
California
$502K -$372K -3,505 -42%
MCM
2009
Magnolia Capital Management
New York
$502K – – –
HR
2010
Howe & Rusling
New York
$501K -$21K -198 -4%
WCM
2011
Weaver Capital Management
Georgia
$501K +$511K +4,822 New
SSW
2012
Smith Shellnut Wilson
Mississippi
$500K – – –
PHAM
2013
Palisades Hudson Asset Management
Florida
$498K – – –
GJWM
2014
Gilliland Jeter Wealth Management
Arkansas
$498K +$636 +6 +0.1%
BWM
2015
Brown Wealth Management
Illinois
$497K – – –
HFM
2016
Hartford Funds Management
Pennsylvania
$497K +$19.6K +185 +4%
BFIC
2017
Bedell Frazier Investment Counselling
California
$497K -$80.6K -760 -14%
PWM
2018
Prentice Wealth Management
New York
$494K +$5.09K +48 +1%
IAMOG
2019
Investors Asset Management of Georgia
Georgia
$492K -$15.9K -150 -3%
SWM
2020
Salvus Wealth Management
New Jersey
$489K +$61.1K +576 +14%
KWS
2021
Keystone Wealth Services
California
$489K -$14.4K -136 -3%
RPWA
2022
Regent Peak Wealth Advisors
Georgia
$488K +$1.91K +18 +0.4%
QWP
2023
Quotient Wealth Partners
Texas
$487K -$65.1K -614 -12%
PEA
2024
Park Edge Advisors
Ohio
$487K – – –
LWM
2025
Liberty Wealth Management
California
$486K +$612K +5,768 +191%
79 80
81
82 83