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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
WHCI
2001
W.H. Cornerstone Investments
Massachusetts
$506K +$2.65K +25 +0.5%
NDSI
2002
Newman Dignan & Sheerar Inc
Rhode Island
$504K -$6.36K -60 -1%
NWA
2003
New World Advisors
Massachusetts
$503K -$318 -3 -0.1%
MCM
2004
Marathon Capital Management
Maryland
$503K -$1.27K -12 -0.2%
NCFG
2005
New Century Financial Group
New Jersey
$502K +$309K +2,917 +152%
LA
2006
LM Advisors
California
$502K -$372K -3,505 -42%
MCM
2007
Magnolia Capital Management
New York
$502K – – –
HR
2008
Howe & Rusling
New York
$501K -$21K -198 -4%
WCM
2009
Weaver Capital Management
Georgia
$501K +$511K +4,822 New
SSW
2010
Smith Shellnut Wilson
Mississippi
$500K – – –
PHAM
2011
Palisades Hudson Asset Management
Florida
$498K – – –
GJWM
2012
Gilliland Jeter Wealth Management
Arkansas
$498K +$636 +6 +0.1%
BWM
2013
Brown Wealth Management
Illinois
$497K – – –
HFM
2014
Hartford Funds Management
Pennsylvania
$497K +$19.6K +185 +4%
BFIC
2015
Bedell Frazier Investment Counselling
California
$497K -$80.6K -760 -14%
PWM
2016
Prentice Wealth Management
New York
$494K +$5.09K +48 +1%
IAMOG
2017
Investors Asset Management of Georgia
Georgia
$492K -$15.9K -150 -3%
SWM
2018
Salvus Wealth Management
New Jersey
$489K +$61.1K +576 +14%
KWS
2019
Keystone Wealth Services
California
$489K -$14.4K -136 -3%
RPWA
2020
Regent Peak Wealth Advisors
Georgia
$488K +$1.91K +18 +0.4%
QWP
2021
Quotient Wealth Partners
Texas
$487K -$65.1K -614 -12%
PEA
2022
Park Edge Advisors
Ohio
$487K – – –
LWM
2023
Liberty Wealth Management
California
$486K +$612K +5,768 +191%
HFS
2024
Heritage Financial Services
Massachusetts
$486K -$4.45K -42 -0.9%
CCFM
2025
Clear Creek Financial Management
Washington
$485K +$49.4K +466 +11%
79 80
81
82 83