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AbbVie
ABBV

Name Holding Trade Value Shares
Change 		Change in
Stake
CCMI
3126
Creative Capital Management Investments
California
$228K – – –
SM
3127
Sensible Money
Arizona
$228K -$21.5K -130 -9%
NC
3128
Napatree Capital
Rhode Island
$228K -$23.4K -141 -10%
LFP
3129
Lakeshore Financial Planning
Michigan
$227K +$166 +1 +0.1%
GCA
3130
Gradient Capital Advisors
California
$227K +$166 +1 +0.1%
CCM
3131
Copeland Capital Management
Pennsylvania
$227K – – –
BWIA
3132
Bryant Woods Investment Advisors
New York
$227K +$3.64K +22 +1%
WWP
3133
Waypoint Wealth Partners
California
$226K -$3.31K -20 -1%
HCM
3134
Hutchinson Capital Management
California
$226K -$4.64K -28 -2%
KFS
3135
Kelly Financial Services
Massachusetts
$226K +$73.9K +446 +51%
I
3136
IMPACTfolio
Colorado
$226K – – –
BBA
3137
Baader Bank Aktiengesellschaft
Germany
$224K +$217K +1,308 New
PWP
3138
Pursue Wealth Partners
California
$224K +$217K +1,308 New
SIAG
3139
Safeguard Investment Advisory Group
California
$224K +$217K +1,307 New
LAM
3140
Lifestyle Asset Management
Texas
$224K -$9.11K -55 -4%
C
3141
Covestor
United Kingdom
$224K -$6.63K -40 -3%
ACM
3142
Arlington Capital Management
Illinois
$224K -$31.8K -192 -13%
HCP
3143
Holt Capital Partners
Texas
$223K -$30.5K -184 -12%
KPWG
3144
KFA Private Wealth Group
Virginia
$223K -$176K -1,060 -45%
BMC
3145
Benin Management Corp
Connecticut
$222K -$29.3K -177 -12%
SCA
3146
Sandy Cove Advisors
Massachusetts
$222K -$7.79K -47 -4%
PCI
3147
Planning Center Inc
Illinois
$222K – – –
MWM
3148
Melfa Wealth Management
Massachusetts
$221K +$8.28K +50 +4%
CFCI
3149
Comprehensive Financial Consultants Institutional
Indiana
$221K – – –
CWA
3150
Canvas Wealth Advisors
Kansas
$220K +$195K +1,176 New
124 125
126
127 128