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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
MW
2001
Members Wealth
Pennsylvania
$573K +$507K +4,390 New
SWM
2002
Salvus Wealth Management
New Jersey
$571K +$15.5K +134 +3%
ACG
2003
Allen Capital Group
Nebraska
$569K +$38.4K +332 +7%
VC
2004
Vicus Capital
Pennsylvania
$569K +$1.04K +9 +0.2%
WP
2005
Westmount Partners
California
$569K -$3.7K -32 -0.6%
RHJA
2006
Rice Hall James & Associates
California
$566K – – –
ACM
2007
Alta Capital Management
Utah
$566K – – –
FC
2008
Forte Capital
New York
$564K +$35.8K +310 +7%
CAM
2009
Covenant Asset Management
New Jersey
$564K – – –
DOA
2010
D'Orazio & Associates
Virginia
$563K +$78.9K +683 +16%
MP
2011
Moment Partners
California
$563K +$575K +4,978 New
MSF
2012
Mustard Seed Financial
Arkansas
$561K – – –
LWA
2013
Lantern Wealth Advisors
New York
$558K +$3K +26 +0.5%
CCFM
2014
Clear Creek Financial Management
Washington
$558K +$22.6K +196 +4%
TPWM
2015
Twelve Points Wealth Management
Massachusetts
$558K -$43.6K -377 -7%
SIM
2016
Stratos Investment Management
Ohio
$556K +$270K +2,335 +91%
PRI
2017
Prepared Retirement Institute
Pennsylvania
$555K – – –
CAM
2018
Campion Asset Management
Virginia
$554K -$7.4K -64 -1%
JSW
2019
Journey Strategic Wealth
New Jersey
$554K +$3K +26 +0.5%
NDSI
2020
Newman Dignan & Sheerar Inc
Rhode Island
$553K – – –
WHCI
2021
W.H. Cornerstone Investments
Massachusetts
$553K +$2.66K +23 +0.5%
HFM
2022
Hartford Funds Management
Pennsylvania
$553K -$11.3K -98 -2%
GSEP
2023
Golden State Equity Partners
California
$552K -$47K -407 -8%
IP
2024
Isthmus Partners
Wisconsin
$552K +$564K +4,880 New
RPWA
2025
Regent Peak Wealth Advisors
Georgia
$551K +$11.2K +97 +2%
79 80
81
82 83