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AbbVie
ABBV

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
3026
One Wealth Advisors
California
$496K -$129K -634 -23%
SFG
3027
Seamount Financial Group
Colorado
$495K – – –
BIG
3028
Builder Investment Group
Georgia
$494K – – –
TA
3029
TPG Advisors
Illinois
$493K – – –
NC
3030
NewSquare Capital
Pennsylvania
$491K +$80K +393 +23%
NAMP
3031
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$490K – – –
TCOK
3032
Trust Company of Kansas
Kansas
$489K – – –
CLP
3033
Charis Legacy Partners
Texas
$488K +$49.7K +244 +13%
RAM
3034
RWC Asset Management
United Kingdom
$488K +$119K +586 +39%
WA
3035
Wealthstream Advisors
New York
$488K +$14.3K +70 +3%
HSG
3036
Helen Stephens Group
Texas
$488K +$161K +791 +60%
FA
3037
FSA Advisors
Michigan
$488K +$209K +1,027 +95%
DO
3038
denkapparat Operations
Germany
$488K – – –
I
3039
IMPACTfolio
Colorado
$488K +$161K +790 +60%
PP
3040
Pacifica Partners
Canada
$486K +$6.72K +33 +2%
NFP
3041
Narus Financial Partners
Utah
$485K +$15.3K +75 +4%
TRIA
3042
Trail Ridge Investment Advisors
Colorado
$484K +$136K +668 +47%
CWA
3043
Centennial Wealth Advisory
Michigan
$484K +$9.16K +45 +2%
JWM
3044
JFG Wealth Management
Colorado
$481K +$12K +59 +3%
ANB
3045
Amarillo National Bank
Texas
$478K – – –
SWA
3046
Strategies Wealth Advisors
Michigan
$477K – – –
HPM
3047
Hoxton Planning & Management
West Virginia
$477K +$4.48K +22 +1%
LRIA
3048
Leonard Rickey Investment Advisors
Washington
$476K +$407 +2 +0.1%
PAG
3049
Private Advisory Group
Washington
$476K +$101K +494 +32%
SGAM
3050
Smith Group Asset Management
Texas
$475K +$40.7K +200 +11%
120 121
122
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