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AbbVie
ABBV

Name Holding Trade Value Shares
Change 		Change in
Stake
JSAM
3001
J. Safra Asset Management
New York
$47K – – –
CM
3002
Cornerstone Management
Georgia
$45.9K – – –
CMA
3003
Cedar Mountain Advisors
Oregon
$45K +$291 +2 +0.7%
GM
3004
GeoWealth Management
Illinois
$43K -$71.5K -492 -65%
AIL
3005
AGF Investments LLC
Ontario, Canada
$43K -$6.97K -48 -15%
HWMA
3006
Heritage Wealth Management (Arizona)
Arizona
$42K +$37.3K +257 New
CI
3007
Cordant Inc
Oregon
$42K +$37.6K +259 New
MWA
3008
Miller Wealth Advisors
Colorado
$41K – – –
SFG
3009
Steward Financial Group
Texas
$36K – – –
4FG
3010
4Thought Financial Group
New York
$35K – – –
JPLA
3011
Joseph P. Lucia & Associates
New York
$34K +$30.4K +209 New
SL
3012
Savior LLC
Massachusetts
$33K -$10.7K -74 -27%
HWM
3013
Holloway Wealth Management
Florida
$33K – – –
IFS
3014
Intelligent Financial Strategies
Minnesota
$33K +$291 +2 +1%
GA
3015
GoalVest Advisory
New York
$33K +$29.8K +205 New
RA
3016
Rational Advisors
New York
$30K -$1.31M -9,015 -98%
BCM
3017
Blume Capital Management
California
$30K – – –
TAM
3018
Tucker Asset Management
Colorado
$29.4K +$12.9K +89 +97%
LFA
3019
Level Financial Advisors
New York
$28K – – –
BBPWM
3020
Blue Bell Private Wealth Management
Pennsylvania
$25K +$145 +1 +0.6%
SC
3021
Schubert & Co
Texas
$25K +$5.81K +40 +36%
MAM
3022
Marquette Asset Management
Minnesota
$24K – – –
UIA
3023
Ulland Investment Advisors
Minnesota
$24K – – –
RFWA
3024
RPg Family Wealth Advisory
Massachusetts
$21.7K – – –
JAM
3025
JCIC Asset Management
Ontario, Canada
$21K – – –
119 120
121
122 123