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AbbVie
ABBV

Name Holding Trade Value Shares
Change 		Change in
Stake
SWRP
3151
Summit Wealth & Retirement Planning
California
$228K +$215K +1,250 New
M
3152
Mirova
France
$227K – – –
BAWC
3153
Boyce & Associates Wealth Consulting
Texas
$227K +$215K +1,248 New
FIM
3154
FWL Investment Management
Texas
$227K +$93.1K +540 +76%
KL
3155
KWMG LLC
Kansas
$227K +$214K +1,244 New
VFPI
3156
Vantage Financial Partners (Illinois)
Illinois
$227K +$214K +1,244 New
OWA
3157
Outlook Wealth Advisors
Texas
$226K -$70.3K -408 -25%
AMG
3158
Advisors Management Group
Wisconsin
$226K +$214K +1,242 New
MWM
3159
Melfa Wealth Management
Massachusetts
$226K +$214K +1,240 New
CM
3160
Capital Management
Virginia
$225K +$213K +1,235 New
CAM
3161
Crestone Asset Management
Colorado
$225K +$213K +1,235 New
RA
3162
Rise Advisors
New York
$225K +$161K +933 +311%
JTWM
3163
Jackson Thornton Wealth Management
Alabama
$224K +$212K +1,231 New
PIFP
3164
Partners in Financial Planning
Virginia
$224K +$212K +1,228 New
TLP
3165
Trinity Legacy Partners
Texas
$223K -$161K -935 -43%
DCM
3166
Dimension Capital Management
Florida
$223K +$211K +1,224 New
BCMO
3167
Buckingham Capital Management (Ohio)
Ohio
$222K -$16.2K -94 -7%
JGUA
3168
John G. Ullman & Associates
New York
$222K +$210K +1,220 New
TWP
3169
Tower Wealth Partners
Pennsylvania
$222K +$210K +1,220 New
PW
3170
Peninsula Wealth
California
$222K +$210K +1,219 New
EPW
3171
Evergreen Private Wealth
Colorado
$222K +$9.13K +53 +5%
BWCS
3172
Beirne Wealth Consulting Services
Connecticut
$222K -$250K -1,451 -54%
PP
3173
PFS Partners
New Jersey
$222K +$17.8K +103 +9%
KMC
3174
Kirr Marbach & Co
Indiana
$221K +$209K +1,215 New
CASC
3175
Coppell Advisory Solutions Corp
Texas
$221K +$209K +1,212 New
125 126
127
128 129