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AbbVie
ABBV

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
2551
Affiance Financial
Minnesota
$518K – – –
VC
2552
Vicus Capital
Pennsylvania
$517K +$122K +738 +32%
PAS
2553
Professional Advisory Services
Florida
$515K -$20.5K -124 -4%
NCM
2554
New Capital Management
Texas
$515K – – –
RWI
2555
Red Wave Investments
Pennsylvania
$514K -$6.79K -41 -1%
EFG
2556
Ethos Financial Group
Pennsylvania
$513K +$87K +525 +22%
DCM
2557
DGS Capital Management
New Jersey
$513K -$47.9K -289 -9%
AIIMS
2558
Analyst IMS Investment Management Services
Israel
$512K +$495K +2,987 New
MAG
2559
MRA Advisory Group
New Jersey
$510K +$63.4K +383 +15%
SWM
2560
Sugarloaf Wealth Management
Georgia
$509K +$1.49K +9 +0.3%
SWM
2561
Sterling Wealth Management
Illinois
$508K +$18.9K +114 +4%
SWM
2562
Stockman Wealth Management
Montana
$508K +$16.1K +97 +3%
CHA
2563
Cooper/Haims Advisors
New York
$508K -$65.3K -394 -12%
SCM
2564
Sollinda Capital Management
Florida
$508K +$8.78K +53 +2%
S
2565
Sunpointe
Missouri
$505K -$31.8K -192 -6%
BC
2566
Barrett & Company
Rhode Island
$505K -$8.28K -50 -2%
FWP
2567
Falcon Wealth Planning
California
$505K -$26.3K -159 -5%
CSWM
2568
Cassady Schiller Wealth Management
Ohio
$505K -$6.13K -37 -1%
SP
2569
Stonebrook Private
Michigan
$504K +$25.3K +153 +5%
T
2570
TCWP
Ohio
$504K +$52.2K +315 +12%
NPT
2571
National Philanthropic Trust
Pennsylvania
$503K -$159K -960 -25%
MHR
2572
Matthew Hamilton Rosenberg
$503K -$75.4K -455 -13%
TWM
2573
Tanager Wealth Management
United Kingdom
$502K – – –
VWM
2574
Vigilare Wealth Management
Arizona
$502K +$60.5K +365 +14%
TFA
2575
Teamwork Financial Advisors
Texas
$500K -$599K -3,614 -55%
101 102
103
104 105