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AbbVie
ABBV

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
3126
Wallington Asset Management
Indiana
$277K +$261K +1,401 New
5SA
3127
5th Street Advisors
Connecticut
$276K +$261K +1,400 New
TFG
3128
Taylor Financial Group
Virginia
$276K – – –
CWM
3129
Centurion Wealth Management
Virginia
$276K +$261K +1,398 New
BWG
3130
Boomfish Wealth Group
Georgia
$276K -$10.1K -54 -4%
LAM
3131
LifePro Asset Management
California
$275K +$10.5K +56 +4%
JSAM
3132
J. Safra Asset Management
New York
$275K +$44.2K +237 +20%
KFS
3133
Kelly Financial Services
Massachusetts
$275K +$14.2K +76 +6%
SFMG
3134
Sage Financial Management Group
Virginia
$275K – – –
YWS
3135
Yarger Wealth Strategies
Ohio
$275K +$5.97K +32 +2%
NPFS
3136
Novak & Powell Financial Services
Florida
$274K – – –
CIA
3137
Cape Investment Advisory
Georgia
$274K -$7.09K -38 -3%
TCM
3138
TruNorth Capital Management
Michigan
$274K – – –
EWM
3139
Elevatus Welath Management
New York
$274K -$1.75M -9,391 -87%
SWA
3140
SOA Wealth Advisors
New York
$272K +$187 +1 +0.1%
SWM
3141
Seed Wealth Management
Illinois
$272K – – –
CCM
3142
Colorado Capital Management
Colorado
$272K -$146K -780 -36%
OAS
3143
Optivise Advisory Services
Tennessee
$271K -$155K -833 -38%
OWA
3144
One Wealth Advisors
California
$271K +$933 +5 +0.4%
TWM
3145
Triton Wealth Management
Arizona
$271K -$11K -59 -4%
JJBC
3146
James J. Burns & Company
New York
$270K -$16.4K -88 -6%
SCM
3147
SOL Capital Management
Maryland
$270K – – –
C
3148
Covestor
United Kingdom
$270K +$11.2K +60 +5%
IGGA
3149
Iron Gate Global Advisors
Utah
$270K – – –
TFCP
3150
Twin Focus Capital Partners
Massachusetts
$270K – – –
124 125
126
127 128