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AbbVie
ABBV

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
3126
Copeland Capital Management
Pennsylvania
$241K -$20K -116 -8%
GCA
3127
Gradient Capital Advisors
California
$241K +$5K +29 +2%
WWP
3128
Walden Wealth Partners
Ohio
$240K – – –
AWM
3129
Abound Wealth Management
Tennessee
$240K -$34K -197 -13%
I
3130
IMPACTfolio
Colorado
$240K – – –
SHWM
3131
Smith & Howard Wealth Management
Georgia
$239K – – –
MC
3132
Mathes Company
New York
$239K – – –
NC
3133
Napatree Capital
Rhode Island
$239K +$253K +1,468 New
BWA
3134
Bordeaux Wealth Advisors
California
$239K -$62K -360 -22%
RFS
3135
Richardson Financial Services
Massachusetts
$238K +$7.75K +45 +4%
PCI
3136
Planning Center Inc
Illinois
$235K +$223K +1,293 New
AFP
3137
Advus Financial Partners
Florida
$235K – – –
SF
3138
Safeguard Financial
Wisconsin
$235K +$223K +1,292 New
CFCI
3139
Comprehensive Financial Consultants Institutional
Indiana
$234K +$222K +1,287 New
HIM
3140
Hillsdale Investment Management
Ontario, Canada
$233K +$8.62K +50 +4%
SRA
3141
Secured Retirement Advisors
Minnesota
$233K +$220K +1,277 New
PFM
3142
Peak Financial Management
Massachusetts
$232K +$220K +1,274 New
HWM
3143
Hohimer Wealth Management
Washington
$232K +$219K +1,273 New
SPA
3144
Shore Point Advisors
New Jersey
$230K +$218K +1,263 New
AA
3145
Alesco Advisors
New York
$230K +$217K +1,262 New
CICI
3146
Capital Investment Counsel Inc
North Carolina
$229K +$217K +1,260 New
SPA
3147
Sentinel Pension Advisors
Massachusetts
$229K +$217K +1,259 New
AWM
3148
Allen Wealth Management
North Carolina
$229K +$216K +1,255 New
NEPPG
3149
New England Professional Planning Group
Rhode Island
$228K +$216K +1,254 New
PSP
3150
Pacific Sage Partners
Washington
$228K +$216K +1,253 New
124 125
126
127 128