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AbbVie
ABBV

Name Holding Trade Value Shares
Change 		Change in
Stake
GCA
3126
Gradient Capital Advisors
California
$241K +$5K +29 +2%
WWP
3127
Walden Wealth Partners
Ohio
$240K – – –
AWM
3128
Abound Wealth Management
Tennessee
$240K -$34K -197 -13%
I
3129
IMPACTfolio
Colorado
$240K – – –
SHWM
3130
Smith & Howard Wealth Management
Georgia
$239K – – –
MC
3131
Mathes Company
New York
$239K – – –
NC
3132
Napatree Capital
Rhode Island
$239K +$253K +1,468 New
BWA
3133
Bordeaux Wealth Advisors
California
$239K -$62K -360 -22%
RFS
3134
Richardson Financial Services
Massachusetts
$238K +$7.75K +45 +4%
PCI
3135
Planning Center Inc
Illinois
$235K +$223K +1,293 New
SF
3136
Safeguard Financial
Wisconsin
$235K +$223K +1,292 New
CFCI
3137
Comprehensive Financial Consultants Institutional
Indiana
$234K +$222K +1,287 New
HIM
3138
Hillsdale Investment Management
Ontario, Canada
$233K +$8.62K +50 +4%
SRA
3139
Secured Retirement Advisors
Minnesota
$233K +$220K +1,277 New
PFM
3140
Peak Financial Management
Massachusetts
$232K +$220K +1,274 New
HWM
3141
Hohimer Wealth Management
Washington
$232K +$219K +1,273 New
SPA
3142
Shore Point Advisors
New Jersey
$230K +$218K +1,263 New
AA
3143
Alesco Advisors
New York
$230K +$217K +1,262 New
CICI
3144
Capital Investment Counsel Inc
North Carolina
$229K +$217K +1,260 New
SPA
3145
Sentinel Pension Advisors
Massachusetts
$229K +$217K +1,259 New
AWM
3146
Allen Wealth Management
North Carolina
$229K +$216K +1,255 New
NEPPG
3147
New England Professional Planning Group
Rhode Island
$228K +$216K +1,254 New
PSP
3148
Pacific Sage Partners
Washington
$228K +$216K +1,253 New
MM
3149
Meridian Management
Arkansas
$228K +$1.03K +6 +0.5%
PF
3150
Penney Financial
Texas
$228K +$216K +1,252 New
124 125
126
127 128