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AbbVie

Name Holding Trade Value Shares
Change
Change in
Stake
PA
2551
PSI Advisors
Florida
$877K -$17.1K -84 -2%
Facet Wealth Inc
2552
Facet Wealth Inc
Maryland
$876K +$44K +216 +6%
BFG
2553
Birch Financial Group
New Hampshire
$873K +$289K +1,419 +60%
PWM
2554
Puff Wealth Management
New Jersey
$872K -$80.4K -395 -9%
SACTSONJ
2555
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$871K -$367K -1,800 -32%
CWA
2556
Clearview Wealth Advisors
Oregon
$869K -$18.9K -93 -2%
AWMS
2557
Advocacy Wealth Management Services
Georgia
$868K +$763K +3,747 New
IEFM
2558
IQ EQ Fund Management
Ireland
$867K -$27.5K -135 -3%
CPA
2559
Capital Performance Advisors
California
$866K +$124K +610 +19%
OCM
2560
Osterweis Capital Management
California
$865K -$368K -1,806 -33%
HWM
2561
Horizon Wealth Management
Illinois
$863K +$18.1K +89 +2%
AWM
2562
Atticus Wealth Management
Florida
$862K +$4.89K +24 +0.6%
QPBE
2563
Quintet Private Bank (Europe)
Luxembourg
$862K -$531K -2,610 -41%
HW
2564
Hedeker Wealth
Illinois
$861K +$10.2K +50 +1%
CSWG
2565
Cardinal Strategic Wealth Guidance
Kentucky
$860K – – –
BFA
2566
Brown Financial Advisory
Alabama
$860K – – –
GSWM
2567
Greenup Street Wealth Management
Michigan
$857K +$418K +2,054 +125%
AWG
2568
Altus Wealth Group
Colorado
$857K -$27.1K -133 -3%
SRC
2569
Stone Run Capital
New York
$857K – – –
JCM
2570
Jacobsen Capital Management
Utah
$856K +$1.43K +7 +0.2%
SWP
2571
Summit Wealth Partners
Florida
$854K +$204 +1 +0%
SFG
2572
Sovereign Financial Group
Connecticut
$853K +$25.3K +124 +3%
EP
2573
EPIQ Partners
Minnesota
$853K – – –
MCM
2574
Magnolia Capital Management
New York
$853K – – –
KAM
2575
Knightsbridge Asset Management
California
$851K +$177K +867 +31%