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AbbVie
ABBV

Name Holding Trade Value Shares
Change 		Change in
Stake
ORC
2501
O'Rourke & Company
Massachusetts
$360K +$314K +2,658 New
LAS
2502
Lloyd Advisory Services
Georgia
$359K +$1.65K +14 +0.5%
PGWM
2503
Parisi Gray Wealth Management
New Jersey
$359K +$10.9K +92 +4%
RAM
2504
Roanoke Asset Management
New Jersey
$359K +$17.7K +150 +6%
PAI
2505
Pittenger & Anderson Inc
Nebraska
$358K +$150K +1,273 +93%
RFA
2506
Resurgent Financial Advisors
Georgia
$358K +$312K +2,645 New
SFA
2507
Souders Financial Advisors
Ohio
$356K -$3.43K -29 -1%
FWP
2508
Firethorn Wealth Partners
Georgia
$356K +$311K +2,631 New
CWM
2509
Campbell Wealth Management
Virginia
$354K +$17.4K +147 +6%
KWA
2510
Kellett Wealth Advisors
Ohio
$354K +$309K +2,620 New
BWA
2511
Burt Wealth Advisors
Maryland
$353K – – –
FA
2512
Fermata Advisors
California
$353K +$3.19K +27 +1%
CWAG
2513
Compton Wealth Advisory Group
Virginia
$352K -$20.3K -172 -6%
HZ
2514
Hixon Zuercher
Ohio
$352K – – –
NL
2515
Navalign LLC
California
$351K – – –
MAG
2516
MRA Advisory Group
New Jersey
$350K -$436K -3,692 -59%
MPW
2517
Monterey Private Wealth
California
$350K -$63.1K -534 -17%
ACM
2518
Ardent Capital Management
Ohio
$350K +$305K +2,585 New
MA
2519
Mosaic Advisors
Texas
$349K -$363K -3,071 -54%
SFP
2520
Sterling Financial Planning
New Jersey
$349K – – –
SC
2521
Slow Capital
California
$349K +$236 +2 +0.1%
GPFA
2522
Game Plan Financial Advisors
Ohio
$348K – – –
BHWM
2523
Beaird Harris Wealth Management
Texas
$348K +$304K +2,571 New
HHAM
2524
HITE Hedge Asset Management
Massachusetts
$347K – – –
SOAG
2525
Silver Oak Advisory Group
Oregon
$347K +$303K +2,564 New
99 100
101
102 103