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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
MSF
2001
Mustard Seed Financial
Arkansas
$657K – – –
MP
2002
Moment Partners
California
$657K -$3.05K -24 -0.5%
GSEP
2003
Golden State Equity Partners
California
$656K +$8.65K +68 +1%
MPM
2004
Meritage Portfolio Management
Kansas
$655K -$28.8K -226 -4%
CCMG
2005
Clark Capital Management Group
Pennsylvania
$654K -$17.2K -135 -3%
WHCI
2006
W.H. Cornerstone Investments
Massachusetts
$651K +$2.8K +22 +0.4%
PRI
2007
Prepared Retirement Institute
Pennsylvania
$651K – – –
NDSI
2008
Newman Dignan & Sheerar Inc
Rhode Island
$651K +$1.78K +14 +0.3%
SMWM
2009
Silvia McColl Wealth Management
California
$650K +$5.85K +46 +0.9%
DE
2010
Diversified Enterprises
Delaware
$650K +$109K +859 +21%
AFT
2011
Alpha Family Trust
California
$650K +$48.4K +380 +8%
WCM
2012
Westend Capital Management
California
$649K +$356K +2,800 +134%
VC
2013
Vicus Capital
Pennsylvania
$647K -$18.8K -148 -3%
SP
2014
Stonebrook Private
Michigan
$647K +$133K +1,044 +27%
SIM
2015
Studio Investment Management
Illinois
$647K -$302K -2,372 -33%
WB
2016
West Bancorporation
Iowa
$647K -$38.8K -305 -6%
AWP
2017
Abacus Wealth Partners
California
$646K +$620K +4,870 New
RPWA
2018
Regent Peak Wealth Advisors
Georgia
$645K -$891 -7 -0.1%
CAM
2019
Campion Asset Management
Virginia
$644K -$5.73K -45 -0.9%
GXJ
2020
Global X Japan
Japan
$642K +$48.2K +379 +8%
MCM
2021
Magnolia Capital Management
New York
$640K – – –
MCM
2022
Marathon Capital Management
Maryland
$639K -$3.05K -24 -0.5%
WC
2023
Wynn Capital
Georgia
$638K +$167K +1,314 +38%
FCIM
2024
Fairview Capital Investment Management
California
$637K – – –
OFO
2025
OneAscent Family Office
Alabama
$636K +$357K +2,809 +141%
79 80
81
82 83