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AbbVie
ABBV

Name Holding Trade Value Shares
Change 		Change in
Stake
SFSG
3176
Sound Financial Strategies Group
Mississippi
$212K -$422K -2,546 -67%
SC
3177
Schubert & Co
Texas
$212K – – –
EPW
3178
Evergreen Private Wealth
Colorado
$212K +$2.82K +17 +1%
SHWM
3179
Smith & Howard Wealth Management
Georgia
$212K -$13.3K -80 -6%
CPA
3180
Capital Performance Advisors
California
$211K +$7.29K +44 +4%
PIFP
3181
Partners in Financial Planning
Virginia
$211K – – –
WFP
3182
Wrenne Financial Planning
Kentucky
$210K +$203K +1,226 New
TLP
3183
Trinity Legacy Partners
Texas
$210K – – –
PP
3184
PFS Partners
New Jersey
$209K +$497 +3 +0.2%
KMC
3185
Kirr Marbach & Co
Indiana
$208K – – –
VCP
3186
Vista Capital Partners
Oregon
$208K +$19.1K +115 +10%
WCM
3187
Wallace Capital Management
Texas
$208K +$201K +1,213 New
GJWM
3188
Gilliland Jeter Wealth Management
Arkansas
$207K – – –
HWA
3189
Heartwood Wealth Advisors
Virginia
$206K – – –
JTWM
3190
Jackson Thornton Wealth Management
Alabama
$206K -$4.8K -29 -2%
PA
3191
PFW Advisors
Georgia
$206K -$32.1K -194 -14%
LFASL
3192
Lugano Financial Advisors SA (LFA)
Switzerland
$206K – – –
PW
3193
Peninsula Wealth
California
$206K -$1.82K -11 -0.9%
SICM
3194
Sustainable Insight Capital Management
New York
$205K +$198K +1,198 New
FCG
3195
Financial Connections Group
California
$205K +$17.6K +106 +10%
OWA
3196
Outlook Wealth Advisors
Texas
$205K -$8.28K -50 -4%
IRAG
3197
Investment Research & Advisory Group
Georgia
$205K – – –
CWM
3198
Castle Wealth Management
Florida
$204K +$197K +1,190 New
JAM
3199
Jupiter Asset Management
United Kingdom
$204K +$197K +1,189 New
MPCA
3200
Madison Park Capital Advisors
Washington
$203K +$828 +5 +0.4%
126 127
128
129 130