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AbbVie
ABBV

Name Holding Trade Value Shares
Change 		Change in
Stake
VBFG
3251
Vishria Bird Financial Group
Tennessee
$323K – – –
CMAI
3252
Capital Management Associates Inc
Minnesota
$323K +$299K +1,540 New
OFS
3253
Oldfather Financial Services
Nebraska
$322K -$58.1K -299 -16%
PHWM
3254
Pine Harbor Wealth Management
Maryland
$322K +$2.14K +11 +0.7%
HIP
3255
Harrell Investment Partners
Texas
$322K – – –
LWM
3256
Luminvest Wealth Management
Arizona
$321K – – –
GSWM
3257
Greenup Street Wealth Management
Michigan
$320K +$7.19K +37 +2%
BWM
3258
Bullock Wealth Management
Indiana
$320K -$11.7K -60 -4%
AWM
3259
Abound Wealth Management
Tennessee
$320K +$26.4K +136 +10%
DI
3260
Disciplined Investors
Texas
$319K +$58.1K +299 +24%
WPIC
3261
White Pine Investment Company
Michigan
$319K – – –
TRIA
3262
Trail Ridge Investment Advisors
Colorado
$319K -$75K -386 -20%
KIG
3263
Kessler Investment Group
Indiana
$319K -$23.5K -121 -7%
RFS
3264
Richardson Financial Services
Massachusetts
$318K +$51.3K +264 +21%
HG
3265
Harbor Group
New Hampshire
$317K -$9.72K -50 -3%
DWM
3266
Darwin Wealth Management
Florida
$316K – – –
FI
3267
Financial Insights
Washington
$316K +$1.94K +10 +0.7%
GSCM
3268
Greenfield Seitz Capital Management
Texas
$316K +$293K +1,508 New
PCMF
3269
Private Capital Management (Florida)
Florida
$316K – – –
SIA
3270
SGL Investment Advisors
Montana
$316K +$85.5K +440 +35%
ACM
3271
Arlington Capital Management
Illinois
$316K – – –
MSWM
3272
Mowery & Schoenfeld Wealth Management
Illinois
$315K +$195K +1,003 +200%
TT
3273
TI-Trust
Illinois
$315K – – –
CNTOF
3274
Canandaigua National Trust of Florida
New York
$315K -$23.5K -121 -7%
MPM
3275
MBB Public Markets
Illinois
$314K +$292K +1,501 New
129 130
131
132 133