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AbbVie
ABBV

Name Holding Trade Value Shares
Change 		Change in
Stake
KWA
2826
KCS Wealth Advisory
California
$235K -$14.5K -100 -6%
OA
2827
Operose Advisors
Wisconsin
$235K – – –
LWA
2828
Lenox Wealth Advisors
New York
$235K +$9.88K +68 +5%
CAM
2829
Crestone Asset Management
Colorado
$235K +$210K +1,448 New
RW
2830
REDW Wealth
New Mexico
$235K +$210K +1,449 New
HFS
2831
Howard Financial Services
Texas
$234K -$240K -1,650 -53%
MAP
2832
Milestone Advisory Partners
North Carolina
$234K +$209K +1,442 New
RPA
2833
Rock Point Advisors
Vermont
$234K +$210K +1,444 New
PG
2834
Patten Group
Tennessee
$234K +$210K +1,446 New
RF
2835
Rollins Financial
Georgia
$234K +$210K +1,446 New
FSA
2836
Financial Sense Advisors
California
$233K -$1.64M -11,317 -89%
PCFFS
2837
Pacific Center for Financial Services
California
$233K – – –
SC
2838
Solstein Capital
California
$233K – – –
TA
2839
TrueWealth Advisors
Alabama
$233K – – –
DWA
2840
Dougherty Wealth Advisers
Minnesota
$232K – – –
BONST
2841
Bank of Nova Scotia Trust
Ontario, Canada
$232K +$208K +1,430 New
LAS
2842
LWM Advisory Services
Florida
$232K +$208K +1,431 New
NFP
2843
Narus Financial Partners
Utah
$230K +$206K +1,420 New
TAM
2844
Townsend Asset Management
North Carolina
$230K +$206K +1,419 New
ACM
2845
Armbruster Capital Management
New York
$229K +$205K +1,410 New
1W
2846
1776 Wealth
Georgia
$229K +$206K +1,415 New
MIM
2847
Martin Investment Management
Florida
$228K +$204K +1,407 New
MIM
2848
Meridiem Investment Management
United Kingdom
$227K – – –
WFA
2849
Websterrogers Financial Advisors
South Carolina
$227K +$203K +1,395 New
TI
2850
Truepoint Inc
Ohio
$227K +$203K +1,399 New
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