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AbbVie
ABBV

Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
2551
Birch Financial Group
New Hampshire
$873K +$289K +1,419 +60%
PWM
2552
Puff Wealth Management
New Jersey
$872K -$80.4K -395 -9%
SACTSONJ
2553
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$871K -$367K -1,800 -32%
CWA
2554
Clearview Wealth Advisors
Oregon
$869K -$18.9K -93 -2%
AWMS
2555
Advocacy Wealth Management Services
Georgia
$868K +$763K +3,747 New
IEFM
2556
IQ EQ Fund Management
Ireland
$867K -$27.5K -135 -3%
CPA
2557
Capital Performance Advisors
California
$866K +$124K +610 +19%
OCM
2558
Osterweis Capital Management
California
$865K -$368K -1,806 -33%
HWM
2559
Horizon Wealth Management
Illinois
$863K +$18.1K +89 +2%
AWM
2560
Atticus Wealth Management
Florida
$862K +$4.89K +24 +0.6%
QPBE
2561
Quintet Private Bank (Europe)
Luxembourg
$862K -$531K -2,610 -41%
HW
2562
Hedeker Wealth
Illinois
$861K +$10.2K +50 +1%
CSWG
2563
Cardinal Strategic Wealth Guidance
Kentucky
$860K – – –
BFA
2564
Brown Financial Advisory
Alabama
$860K – – –
GSWM
2565
Greenup Street Wealth Management
Michigan
$857K +$418K +2,054 +125%
AWG
2566
Altus Wealth Group
Colorado
$857K -$27.1K -133 -3%
SRC
2567
Stone Run Capital
New York
$857K – – –
JCM
2568
Jacobsen Capital Management
Utah
$856K +$1.43K +7 +0.2%
SWP
2569
Summit Wealth Partners
Florida
$854K +$204 +1 +0%
SFG
2570
Sovereign Financial Group
Connecticut
$853K +$25.3K +124 +3%
EP
2571
EPIQ Partners
Minnesota
$853K – – –
MCM
2572
Magnolia Capital Management
New York
$853K – – –
KAM
2573
Knightsbridge Asset Management
California
$851K +$177K +867 +31%
EE
2574
EWG Elevate
California
$850K -$29.9K -147 -4%
FOA
2575
Five Oceans Advisors
California
$849K -$21.8K -107 -3%
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103
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