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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
2001
Covenant Asset Management
New Jersey
$673K +$85.8K +651 +15%
LWA
2002
Lantern Wealth Advisors
New York
$672K +$652K +4,944 New
MPM
2003
Meritage Portfolio Management
Kansas
$672K +$527 +4 +0.1%
WHCI
2004
W.H. Cornerstone Investments
Massachusetts
$671K +$2.9K +22 +0.4%
MWM
2005
MBE Wealth Management
Wisconsin
$669K +$68.3K +518 +12%
NDSI
2006
Newman Dignan & Sheerar Inc
Rhode Island
$669K +$1.45K +11 +0.2%
PRI
2007
Prepared Retirement Institute
Pennsylvania
$668K – – –
QP
2008
Quartz Partners
New York
$667K +$24K +182 +4%
SMWM
2009
Silvia McColl Wealth Management
California
$667K – – –
AFT
2010
Alpha Family Trust
California
$666K – – –
PWM
2011
Pines Wealth Management
North Carolina
$665K -$15.8K -120 -2%
SP
2012
Stonebrook Private
Michigan
$663K -$527 -4 -0.1%
PSP
2013
Principal Street Partners
Tennessee
$663K +$413K +3,132 +180%
VC
2014
Vicus Capital
Pennsylvania
$663K -$1.19K -9 -0.2%
GEA
2015
Glen Eagle Advisors
New Jersey
$662K -$82.5K -626 -11%
TC
2016
Trilogy Capital
California
$660K +$311K +2,361 +95%
WP
2017
Westmount Partners
California
$659K -$27.4K -208 -4%
WCM
2018
Westend Capital Management
California
$657K -$7.52K -57 -1%
MCM
2019
Magnolia Capital Management
New York
$657K – – –
MMM
2020
Mendel Money Management
Illinois
$656K +$4.48K +34 +0.7%
LSPW
2021
Lake Street Private Wealth
Illinois
$655K +$16.1K +122 +3%
WC
2022
Wynn Capital
Georgia
$654K -$396 -3 -0.1%
AFPL
2023
Advus Financial Partners, LLC
Florida
$653K +$38.5K +292 +6%
CA
2024
Claro Advisors
Massachusetts
$652K -$632K -4,791 -50%
PHAM
2025
Palisades Hudson Asset Management
Florida
$651K – – –
79 80
81
82 83