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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
AFT
2001
Alpha Family Trust
California
$656K – – –
ACM
2002
Aljian Capital Management
Nevada
$656K +$181K +1,377 +39%
SP
2003
Stonebrook Private
Michigan
$654K +$1.71K +13 +0.3%
GXJ
2004
Global X Japan
Japan
$654K +$44.5K +339 +7%
LF
2005
Lantz Financial
Illinois
$654K -$55.1K -420 -8%
WHCI
2006
W.H. Cornerstone Investments
Massachusetts
$653K -$7.35K -56 -1%
HIC
2007
Holderness Investments Company
North Carolina
$652K -$140K -1,064 -18%
WP
2008
Westmount Partners
California
$652K +$4.59K +35 +0.7%
OL
2009
OneFund LLC
Florida
$650K +$24.4K +186 +4%
MCM
2010
Magnolia Capital Management
New York
$647K – – –
IP
2011
Ignite Planners
California
$647K +$15.2K +116 +2%
CASB
2012
Cape Ann Savings Bank
Massachusetts
$646K +$329K +2,510 +109%
WP
2013
WealthPLAN Partners
Nebraska
$646K -$120K -914 -16%
LSPW
2014
Lake Street Private Wealth
Illinois
$645K -$263 -2 -0%
SIM
2015
Studio Investment Management
Illinois
$644K +$22.8K +174 +4%
WC
2016
Wynn Capital
Georgia
$643K -$1.31K -10 -0.2%
GFA
2017
Gallagher Fiduciary Advisors
Illinois
$641K +$5.25K +40 +0.8%
PHAM
2018
Palisades Hudson Asset Management
Florida
$641K – – –
TGAM
2019
TBH Global Asset Management
Tennessee
$641K -$65.6K -500 -9%
FCA
2020
FLC Capital Advisors
California
$639K -$41.6K -317 -6%
RWP
2021
Revolve Wealth Partners
New Jersey
$638K +$265K +2,021 +74%
IWM
2022
Integris Wealth Management
California
$637K +$8.79K +67 +1%
FCIM
2023
Fairview Capital Investment Management
California
$637K – – –
MCM
2024
Marathon Capital Management
Maryland
$637K -$1.31K -10 -0.2%
AWA
2025
A4 Wealth Advisors
North Carolina
$636K +$624K +4,751 New
79 80
81
82 83