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AbbVie
ABBV

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
2726
New Capital Management
Texas
$533K – – –
MAP
2727
Moody Aldrich Partners
Massachusetts
$533K +$16.9K +92 +3%
EWM
2728
Executive Wealth Management
Michigan
$530K +$14.9K +81 +3%
RWI
2729
Red Wave Investments
Pennsylvania
$530K – – –
GCM
2730
GKV Capital Management
California
$530K +$548K +2,980 New
PAS
2731
Professional Advisory Services
Florida
$529K – – –
SWM
2732
Sugarloaf Wealth Management
Georgia
$528K -$368 -2 -0.1%
EPIMS
2733
Evelyn Partners Investment Management Services
$528K +$546K +2,972 New
FFA
2734
Florida Financial Advisors
Florida
$528K +$179K +971 +49%
AFG
2735
ABLE Financial Group
Arizona
$527K – – –
SWM
2736
Sterling Wealth Management
Illinois
$527K +$184 +1 +0%
AF
2737
Affiance Financial
Minnesota
$527K -$9.74K -53 -2%
BF
2738
Brogan Financial
Tennessee
$527K +$5.15K +28 +1%
CHA
2739
Cooper/Haims Advisors
New York
$526K – – –
BC
2740
Barrett & Company
Rhode Island
$526K +$2.21K +12 +0.4%
PW
2741
PUREfi Wealth
Massachusetts
$525K +$543K +2,956 New
BGAI
2742
Bruce G. Allen Investments
Colorado
$524K +$368 +2 +0.1%
EFA
2743
Edge Financial Advisors
Illinois
$523K +$735 +4 +0.1%
WFA
2744
WestHill Financial Advisors
California
$523K +$32.4K +176 +6%
JCM
2745
Jag Capital Management
Missouri
$523K +$321K +1,744 +146%
MWP
2746
Meriwether Wealth & Planning
Louisiana
$522K +$541K +2,940 New
GF
2747
Gimbal Financial
Indiana
$522K -$552 -3 -0.1%
CL
2748
CLG LLC
California
$520K +$538K +2,927 New
SMWM
2749
Silvia McColl Wealth Management
California
$518K -$38.1K -207 -7%
CAM
2750
Concorde Asset Management
Michigan
$517K -$35.7K -194 -6%
108 109
110
111 112