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AbbVie
ABBV

Name Holding Trade Value Shares
Change 		Change in
Stake
XWM
2601
Xcel Wealth Management
Florida
$480K -$9.11K -55 -2%
UWS
2602
Unique Wealth Strategies
Illinois
$480K – – –
TC
2603
TradeLink Capital
Illinois
$480K +$464K +2,800 New
EAM
2604
EdenTree Asset Management
United Kingdom
$480K – – –
VP
2605
Verum Partners
North Carolina
$477K -$331 -2 -0.1%
FFA
2606
Fi3 Financial Advisors
Indiana
$476K -$9.61K -58 -2%
WHC
2607
Wulff, Hansen & Co
California
$475K -$56.3K -340 -11%
WFA
2608
WestHill Financial Advisors
California
$475K – – –
AM
2609
Atwater Malick
Pennsylvania
$474K – – –
TAM
2610
Trillium Asset Management
Massachusetts
$474K – – –
MW
2611
Maia Wealth
Colorado
$474K +$467K +2,819 New
PO
2612
Private Ocean
California
$472K – – –
CG
2613
Clarus Group
Texas
$472K -$123K -742 -21%
CPW
2614
Cove Private Wealth
New York
$472K – – –
CUAMC
2615
China Universal Asset Management Company
China
$470K -$133K -803 -23%
HP
2616
HT Partners
Connecticut
$470K – – –
BAM
2617
Brave Asset Management
New Jersey
$470K +$44.4K +268 +11%
ACM
2618
Advance Capital Management
Michigan
$470K -$27K -163 -6%
PMG
2619
Private Management Group
California
$470K – – –
CFSG
2620
Clark Financial Services Group
Missouri
$468K -$263K -1,585 -37%
WWP
2621
WR Wealth Planners
Missouri
$468K -$10.1K -61 -2%
CTA
2622
Colonial Trust Advisors
South Carolina
$468K -$31.8K -192 -7%
GWM
2623
GDS Wealth Management
Texas
$467K – – –
EL
2624
Essex LLC
Illinois
$467K +$331 +2 +0.1%
GWM
2625
Gitterman Wealth Management
New Jersey
$467K +$450K +2,719 New
103 104
105
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