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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
JF
2001
Joule Financial
Kentucky
$675K +$654K +4,962 New
MSF
2002
Mustard Seed Financial
Arkansas
$674K – – –
CAM
2003
Covenant Asset Management
New Jersey
$673K +$85.8K +651 +15%
LWA
2004
Lantern Wealth Advisors
New York
$672K +$652K +4,944 New
MPM
2005
Meritage Portfolio Management
Kansas
$672K +$527 +4 +0.1%
WHCI
2006
W.H. Cornerstone Investments
Massachusetts
$671K +$2.9K +22 +0.4%
MWM
2007
MBE Wealth Management
Wisconsin
$669K +$68.3K +518 +12%
NDSI
2008
Newman Dignan & Sheerar Inc
Rhode Island
$669K +$1.45K +11 +0.2%
PRI
2009
Prepared Retirement Institute
Pennsylvania
$668K – – –
QP
2010
Quartz Partners
New York
$667K +$24K +182 +4%
SMWM
2011
Silvia McColl Wealth Management
California
$667K – – –
AFT
2012
Alpha Family Trust
California
$666K – – –
PWM
2013
Pines Wealth Management
North Carolina
$665K -$15.8K -120 -2%
SP
2014
Stonebrook Private
Michigan
$663K -$527 -4 -0.1%
PSP
2015
Principal Street Partners
Tennessee
$663K +$413K +3,132 +180%
VC
2016
Vicus Capital
Pennsylvania
$663K -$1.19K -9 -0.2%
GEA
2017
Glen Eagle Advisors
New Jersey
$662K -$82.5K -626 -11%
TC
2018
Trilogy Capital
California
$660K +$311K +2,361 +95%
WP
2019
Westmount Partners
California
$659K -$27.4K -208 -4%
WCM
2020
Westend Capital Management
California
$657K -$7.52K -57 -1%
MCM
2021
Magnolia Capital Management
New York
$657K – – –
MMM
2022
Mendel Money Management
Illinois
$656K +$4.48K +34 +0.7%
LSPW
2023
Lake Street Private Wealth
Illinois
$655K +$16.1K +122 +3%
WC
2024
Wynn Capital
Georgia
$654K -$396 -3 -0.1%
CA
2025
Claro Advisors
Massachusetts
$652K -$632K -4,791 -50%
79 80
81
82 83