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AbbVie
ABBV

Name Holding Trade Value Shares
Change 		Change in
Stake
PG
3001
Patten Group
Tennessee
$209K +$198K +1,291 New
MCM
3002
Maple Capital Management
Vermont
$208K -$11.8K -77 -6%
BWCS
3003
Beirne Wealth Consulting Services
Connecticut
$208K +$197K +1,284 New
AIM
3004
Aigen Investment Management
New York
$207K -$2.65M -17,293 -93%
AIA
3005
Allied Investment Advisors
Montana
$206K +$195K +1,275 New
FMI
3006
F/M Investments
District of Columbia
$206K +$195K +1,275 New
JSAM
3007
J. Safra Asset Management
New York
$206K +$196K +1,278 New
FW
3008
FirstPurpose Wealth
Utah
$206K +$195K +1,272 New
RWA
3009
Rooted Wealth Advisors
Illinois
$205K +$195K +1,271 New
KL
3010
KWMG LLC
Kansas
$205K +$194K +1,268 New
MFG
3011
Monte Financial Group
Connecticut
$205K +$194K +1,268 New
MA
3012
Momentum Advisors
New York
$204K +$193K +1,261 New
PAG
3013
Private Advisory Group
Washington
$204K +$193K +1,260 New
BWM
3014
BNC Wealth Management
Oregon
$203K +$193K +1,256 New
HCM
3015
Hutchinson Capital Management
California
$203K +$192K +1,255 New
WA
3016
Wealthstream Advisors
New York
$202K +$192K +1,252 New
AA
3017
Alesco Advisors
New York
$202K +$192K +1,252 New
BWM
3018
BlackDiamond Wealth Management
New York
$202K +$194K +1,267 New
CWA
3019
Clarus Wealth Advisors
Arizona
$202K -$40.5K -264 -17%
WCG
3020
Weaver Consulting Group
California
$201K +$191K +1,244 New
BAWC
3021
Boyce & Associates Wealth Consulting
Texas
$200K +$190K +1,240 New
TIM
3022
Tortoise Investment Management
New York
$198K +$13.3K +87 +8%
IRAG
3023
Investment Research & Advisory Group
Georgia
$193K – – –
PG
3024
Proffitt & Goodson
Tennessee
$192K – – –
PWMG
3025
Prestige Wealth Management Group
New Jersey
$192K -$646K -4,211 -78%
119 120
121
122 123