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AbbVie
ABBV

Name Holding Trade Value Shares
Change 		Change in
Stake
EWP
2901
Elevation Wealth Partners
California
$221K – – –
MWA
2902
Motive Wealth Advisors
Michigan
$221K -$18.2K -124 -8%
DFA
2903
DHJJ Financial Advisors
Illinois
$220K +$217K +1,477 New
WCF
2904
West Coast Financial
California
$220K -$42.9K -292 -17%
CH
2905
Canton Hathaway
Rhode Island
$220K – – –
KWA
2906
KCS Wealth Advisory
California
$220K -$13.5K -92 -6%
SM
2907
Sensible Money
Arizona
$218K -$11.5K -78 -5%
RW
2908
REDW Wealth
New Mexico
$218K +$215K +1,464 New
SLWA
2909
San Luis Wealth Advisors
California
$218K +$215K +1,462 New
AC
2910
Avenir Corporation
Virginia
$218K +$215K +1,462 New
TA
2911
TrueWealth Advisors
Alabama
$217K +$214K +1,457 New
GIM
2912
Greenwich Investment Management
Connecticut
$217K +$214K +1,457 New
LFP
2913
Lakeshore Financial Planning
Michigan
$217K +$214K +1,455 New
ZIMP
2914
Zimmermann Investment Management & Planning
Pennsylvania
$216K -$64.9K -442 -23%
HCP
2915
Holt Capital Partners
Texas
$216K +$213K +1,450 New
EWP
2916
Engrave Wealth Partners
Texas
$216K +$212K +1,447 New
RPA
2917
Rock Point Advisors
Vermont
$215K +$212K +1,444 New
KCM
2918
Kennedy Capital Management
Missouri
$215K +$212K +1,443 New
BDF
2919
Black Diamond Financial
Maryland
$214K -$7.05K -48 -3%
EWM
2920
Elevatus Welath Management
New York
$214K +$211K +1,437 New
JCIA
2921
Jackson Creek Investment Advisors
Colorado
$214K +$211K +1,435 New
PG
2922
Prostatis Group
Maryland
$214K -$9.11M -62,081 -98%
VSQM
2923
V-Square Quantitative Management
Illinois
$214K +$190K +1,296 +939%
ILI
2924
Invesco LLC (Illinois)
Illinois
$214K +$211K +1,434 New
FMI
2925
F/M Investments
District of Columbia
$213K +$210K +1,431 New
115 116
117
118 119