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AbbVie
ABBV

Name Holding Trade Value Shares
Change 		Change in
Stake
TBC
3226
Ted Buchan & Co
California
$333K – – –
WTFG
3227
Wood Tarver Financial Group
Idaho
$332K – – –
CWM
3228
Cherrydale Wealth Management
New Jersey
$332K – – –
EFL
3229
ERn Financial LLC
Wisconsin
$332K -$27K -139 -8%
NCTC
3230
New Covenant Trust Company
Indiana
$331K -$23.7K -122 -7%
OIS
3231
OneAscent Investment Solutions
Alabama
$330K +$306K +1,575 New
FFM
3232
Fullerton Fund Management
Singapore
$330K +$306K +1,573 New
RWM
3233
Reston Wealth Management
Virginia
$330K +$34.8K +179 +13%
CB
3234
Centennial Bank
Arkansas
$329K -$14.6K -75 -5%
GJWM
3235
Gilliland Jeter Wealth Management
Arkansas
$329K – – –
OAJ
3236
Ogorek Anthony Joseph
New York
$329K +$68.2K +351 +29%
NCM
3237
Next Capital Management
New York
$329K -$171K -879 -36%
KA
3238
Kozak & Associates
Colorado
$328K +$22K +113 +7%
DFA
3239
DHJJ Financial Advisors
Illinois
$327K +$16.7K +86 +6%
MFP
3240
Meridian Financial Partners
Virginia
$327K -$31.1K -160 -9%
HPM
3241
Hudson Portfolio Management
New York
$327K -$112K -575 -27%
CIA
3242
Cladis Investment Advisory
Montana
$326K – – –
RAM
3243
RWC Asset Management
United Kingdom
$326K +$4.47K +23 +1%
ACGA
3244
Atlanta Consulting Group Advisors
Georgia
$326K +$73.9K +380 +32%
PRP
3245
Peak Retirement Planning
Ohio
$326K +$2.92K +15 +1%
SAM
3246
Strategy Asset Managers
California
$326K +$3.5K +18 +1%
TFG
3247
Taylor Financial Group
Virginia
$325K +$29.5K +152 +11%
PWA
3248
Provenance Wealth Advisors
Florida
$325K -$125K -642 -29%
YWM
3249
Yukon Wealth Management
Kansas
$324K +$301K +1,546 New
LFG
3250
Lockerman Financial Group
California
$324K +$26.6K +137 +10%
128 129
130
131 132