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AbbVie
ABBV

Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
2651
Phillips Financial Management
Indiana
$767K +$99.4K +488 +17%
FTIA
2652
Four Tree Island Advisory
New Hampshire
$766K – – –
GCM
2653
Gables Capital Management
Florida
$765K -$40.7K -200 -6%
LAM
2654
Lountzis Asset Management
Pennsylvania
$764K – – –
MF
2655
Montis Financial
Massachusetts
$762K +$116K +572 +21%
PHAM
2656
Palisades Hudson Asset Management
Florida
$761K – – –
SIA
2657
SGL Investment Advisors
Montana
$759K +$359K +1,761 +97%
AWA
2658
AGH Wealth Advisors
Kansas
$759K +$2.24K +11 +0.3%
MAM
2659
McLean Asset Management
Virginia
$759K +$2.44K +12 +0.4%
HCP
2660
Hardin Capital Partners
South Carolina
$758K +$407 +2 +0.1%
SIG
2661
Spinnaker Investment Group
California
$758K +$157K +773 +31%
SFB
2662
STAR Financial Bank
Indiana
$755K -$52.1K -256 -7%
AA
2663
Aufman Associates
Pennsylvania
$755K – – –
NLP
2664
Next Level Private
New York
$754K +$10.2K +50 +2%
NCM
2665
New Capital Management
Texas
$753K +$36.7K +180 +6%
ACM
2666
Alta Capital Management
Utah
$753K +$3.26K +16 +0.5%
SGK
2667
Steigerwald Gordon & Koch
Virginia
$752K -$6.92K -34 -1%
4A
2668
4Wealth Advisors
Illinois
$752K +$54K +265 +9%
GMFG
2669
Greater Midwest Financial Group
Minnesota
$751K +$180K +884 +37%
GA
2670
Goldstein Advisors
Wisconsin
$749K -$23.4K -115 -3%
FB
2671
First Bancorp
Maine
$748K +$43.8K +215 +7%
JCIA
2672
Jackson Creek Investment Advisors
Colorado
$748K -$5.29K -26 -0.8%
M1FG
2673
Mach-1 Financial Group
Arkansas
$747K -$1.18M -5,801 -64%
IAS
2674
Integrity Advisory Solutions
Texas
$747K +$657K +3,225 New
KNW
2675
Kesler Norman & Wride
Utah
$746K -$213K -1,044 -20%
105 106
107
108 109