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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
TPWA
2001
TRUE Private Wealth Advisors
Oregon
$519K -$13.9K -123 -2%
BFG
2002
Beto Financial Group
Idaho
$518K -$63.5K -562 -9%
FA
2003
Forefront Analytics
Pennsylvania
$518K +$145K +1,287 +34%
EA
2004
Everpar Advisors
Oklahoma
$515K +$137K +1,212 +32%
OPW
2005
Osprey Private Wealth
New York
$515K -$169K -1,500 -23%
BPC
2006
Bearing Point Capital
Minnesota
$514K -$21.5K -190 -4%
HC
2007
Hourglass Capital
Texas
$513K -$565K -5,000 -50%
KAM
2008
Krensavage Asset Management
New York
$513K +$565K +5,000 New
BCM
2009
Brooktree Capital Management
Michigan
$512K -$13.1K -116 -2%
CB
2010
CNB Bank
Pennsylvania
$511K +$5.19K +46 +0.9%
GXJ
2011
Global X Japan
Japan
$511K +$52.7K +467 +10%
EIG
2012
Ellenbecker Investment Group
Wisconsin
$511K -$48.6K -430 -8%
RIP
2013
Reliant Investment Partners
North Carolina
$510K -$84.1K -745 -13%
NDSI
2014
Newman Dignan & Sheerar Inc
Rhode Island
$510K -$13.3K -118 -2%
TGAM
2015
TBH Global Asset Management
Tennessee
$509K +$452 +4 +0.1%
JIC
2016
Joel Isaacson & Co
New York
$508K -$17.4K -154 -3%
VFA
2017
Voya Financial Advisors
Connecticut
$507K -$69.8K -618 -11%
HWMG
2018
Harbour Wealth Management Group
South Carolina
$507K +$558K +4,941 New
TPWM
2019
Twelve Points Wealth Management
Massachusetts
$507K -$452 -4 -0.1%
MSF
2020
Mustard Seed Financial
Arkansas
$507K -$2.26K -20 -0.4%
MWM
2021
MBE Wealth Management
Wisconsin
$506K +$339 +3 +0.1%
WHCI
2022
W.H. Cornerstone Investments
Massachusetts
$505K +$3.5K +31 +0.6%
YIA
2023
YHB Investment Advisors
Connecticut
$505K -$7.68K -68 -1%
SIA
2024
SGL Investment Advisors
Montana
$504K +$9.6K +85 +1%
CD
2025
Chapin Davis
Maryland
$504K -$12.6K -112 -2%
79 80
81
82 83