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AbbVie
ABBV

Name Holding Trade Value Shares
Change 		Change in
Stake
SDWIA
2701
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$440K -$193K -1,120 -32%
PWA
2702
Phoenix Wealth Advisors
North Carolina
$440K – – –
SCM
2703
Saxony Capital Management
Missouri
$437K -$8.96K -52 -2%
ACA
2704
American Capital Advisory
Idaho
$436K – – –
FPGT
2705
Financial Partners Group (Tennessee)
Tennessee
$436K +$40.7K +236 +11%
EFG
2706
Ethos Financial Group
Pennsylvania
$435K -$51.7K -300 -11%
HWM
2707
Hemington Wealth Management
Virginia
$435K -$14.1K -82 -3%
NI
2708
NDVR Inc
Massachusetts
$434K +$42.2K +245 +11%
CFO
2709
Callan Family Office
Pennsylvania
$434K -$19.6K -114 -5%
SWIM
2710
Smallwood Wealth Investment Management
New Jersey
$434K – – –
KBFS
2711
Kohmann Bosshard Financial Services
Ohio
$434K +$47.2K +274 +13%
SHFP
2712
Second Half Financial Partners
Florida
$434K +$17.6K +102 +4%
EAM
2713
Empirical Asset Management
Massachusetts
$434K +$735K +4,264 +168%
EBT
2714
Enterprise Bank & Trust
Massachusetts
$433K +$862 +5 +0.2%
MHWM
2715
Montz Harcus Wealth Management
Louisiana
$433K +$73.1K +424 +22%
NAMP
2716
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$432K – – –
NCM
2717
Next Capital Management
New York
$432K +$65.5K +380 +19%
EWA
2718
Emergent Wealth Advisors
New York
$430K +$689 +4 +0.2%
KPWG
2719
KFA Private Wealth Group
Virginia
$430K +$35.7K +207 +10%
AWM
2720
AllSquare Wealth Management
New York
$429K – – –
PFWA
2721
Paces Ferry Wealth Advisors
Georgia
$429K -$20K -116 -5%
WRPWM
2722
Werba Rubin Papier Wealth Management
California
$428K +$7.24K +42 +2%
PWM
2723
Partnership Wealth Management
Maryland
$428K – – –
SRC
2724
Sage Rhino Capital
California
$428K +$14.6K +85 +4%
SIM
2725
SSI Investment Management
California
$428K -$5.51K -32 -1%
107 108
109
110 111