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AbbVie
ABBV

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
3076
Shakespeare Wealth Management
Wisconsin
$347K +$7.17K +39 +2%
DIM
3077
DLK Investment Management
California
$347K – – –
GAMC
3078
Garner Asset Management Corp
Texas
$347K -$19.9K -108 -5%
LKBC
3079
L.K. Benson & Company
Maryland
$347K +$359K +1,952 New
CWG
3080
Crown Wealth Group
North Carolina
$347K +$8.27K +45 +2%
MKW
3081
Mullaney, Keating & Wright
Connecticut
$347K -$5.52K -30 -2%
WA
3082
Wealthstream Advisors
New York
$346K -$735 -4 -0.2%
OPTFSNA
3083
Old Point Trust & Financial Services N A
Virginia
$346K – – –
IR
3084
IAT Reinsurance
New York
$346K – – –
PAG
3085
Private Advisory Group
Washington
$346K +$112K +610 +46%
WRPWM
3086
Werba Rubin Papier Wealth Management
California
$345K -$19.9K -108 -5%
QPW
3087
Quantum Private Wealth
Florida
$345K -$7.54K -41 -2%
EB
3088
Exchange Bank
California
$345K – – –
VCP
3089
Vista Capital Partners
Oregon
$344K +$140K +762 +65%
MIM
3090
Meridiem Investment Management
United Kingdom
$344K – – –
KPWG
3091
KFA Private Wealth Group
Virginia
$344K +$39.9K +217 +13%
PIWA
3092
Prevail Innovative Wealth Advisors
Kansas
$343K +$129K +700 +57%
AFA
3093
American Financial Advisors
Georgia
$343K -$56.8K -309 -14%
MWM
3094
Mosley Wealth Management
California
$343K -$373K -2,031 -51%
WIM
3095
Warwick Investment Management
Texas
$342K +$9.56K +52 +3%
TNAM
3096
Terra Nova Asset Management
New York
$342K +$368 +2 +0.1%
ZCI
3097
Zevenbergen Capital Investments
Washington
$342K – – –
IWA
3098
Invera Wealth Advisors
Oregon
$341K – – –
BFA
3099
Brown Financial Advisory
Alabama
$341K +$28.5K +155 +9%
ES
3100
ETF Store
Kansas
$341K +$2.76K +15 +0.8%
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