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AbbVie
ABBV

Name Holding Trade Value Shares
Change 		Change in
Stake
BIP
3026
Blue Investment Partners
California
$242K -$15K -103 -6%
BCM
3027
Bridgeway Capital Management
Texas
$242K -$43.7K -300 -16%
SDWMA
3028
Schneider Downs Wealth Management Advisors
Pennsylvania
$241K -$58.3K -400 -20%
LAM
3029
Lakewood Asset Management
Illinois
$241K -$60.9K -418 -21%
ZF
3030
Zega Financial
Florida
$240K +$225K +1,546 New
HWM
3031
HFR Wealth Management
New York
$238K – – –
GPA
3032
Garrison Point Advisors
California
$238K – – –
CCM
3033
Coerente Capital Management
Ontario, Canada
$238K +$223K +1,533 New
WSWA
3034
Warren Street Wealth Advisors
California
$238K +$223K +1,533 New
HG
3035
Harbor Group
New Hampshire
$237K -$22.2K -152 -9%
SFS
3036
Sharp Financial Services
Pennsylvania
$237K +$223K +1,529 New
SFG
3037
Seamount Financial Group
Colorado
$237K +$223K +1,529 New
RWM
3038
Reston Wealth Management
Virginia
$237K +$223K +1,527 New
EW
3039
Enzi Wealth
Texas
$236K +$146 +1 +0.1%
SLWA
3040
San Luis Wealth Advisors
California
$235K +$8.16K +56 +4%
AWM
3041
Abound Wealth Management
Tennessee
$235K +$17.8K +122 +9%
DWM
3042
Defined Wealth Management
Oregon
$234K -$2.33K -16 -1%
CCIA
3043
Campbell & Co Investment Adviser
Maryland
$234K +$220K +1,512 New
BWM
3044
BKM Wealth Management
Wisconsin
$234K +$220K +1,508 New
VBFG
3045
Vishria Bird Financial Group
Tennessee
$233K – – –
PPW
3046
Pasadena Private Wealth
California
$233K -$2.62K -18 -1%
EC
3047
EdgeRock Capital
Colorado
$232K +$199K +1,365 New
PWG
3048
Private Wealth Group
Florida
$232K – – –
PG
3049
Prostatis Group
Maryland
$232K +$8.89K +61 +4%
AEPWM
3050
Atlantic Edge Private Wealth Management
Florida
$232K +$218K +1,496 New
120 121
122
123 124