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AbbVie
ABBV

Name Holding Trade Value Shares
Change 		Change in
Stake
CISOA
3176
Capital Investment Services of America
Wisconsin
$529K – – –
DWS
3177
Discipline Wealth Solutions
South Carolina
$529K +$215 +1 +0%
SFGP
3178
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$528K +$22.4K +104 +5%
RA
3179
Riverstone Advisors
Texas
$527K +$69.3K +322 +18%
SWA
3180
Shah Wealth Advisors
California
$527K +$451K +2,094 New
QPW
3181
Quantum Private Wealth
Florida
$526K -$31.4K -146 -7%
JHP
3182
James Hambro & Partners
United Kingdom
$526K +$215 +1 +0%
TRIA
3183
Trail Ridge Investment Advisors
Colorado
$525K -$13.6K -63 -3%
FI
3184
Financial Insights
Washington
$524K +$9.68K +45 +2%
OWM
3185
OneAscent Wealth Management
Alabama
$523K +$23.9K +111 +6%
CW
3186
Cedarwood Wealth
Colorado
$523K -$14.6K -68 -3%
CKAIS
3187
Christensen King & Associates Investment Services
Washington
$522K – – –
BFA
3188
Brown Financial Advisors
Ohio
$521K -$645 -3 -0.1%
PP
3189
Pacifica Partners
Canada
$519K – – –
TWP
3190
Tenet Wealth Partners
Illinois
$519K +$434K +2,019 New
MWA
3191
MN Wealth Advisors
Kansas
$518K -$49.3K -229 -10%
CG
3192
Clarus Group
Texas
$518K +$1.29K +6 +0.3%
CPWM
3193
Cypress Point Wealth Management
Texas
$517K +$202K +940 +84%
NWM
3194
Nolet Wealth Management
Texas
$516K -$861 -4 -0.2%
HWM
3195
Hohimer Wealth Management
Washington
$516K +$1.72K +8 +0.4%
BCM
3196
Bannerstone Capital Management
Minnesota
$515K -$2.15K -10 -0.5%
AWA
3197
Argos Wealth Advisors
California
$515K +$58.3K +271 +15%
GPI
3198
General Partner Inc
Pennsylvania
$514K – – –
IWP
3199
Insight Wealth Partners
Texas
$513K -$97K -451 -18%
WWM
3200
Walser Wealth Management
Florida
$512K +$105K +487 +32%
126 127
128
129 130