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AbbVie

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
3351
BKM Wealth Management
Wisconsin
$335K
BBW
3352
Blue Barn Wealth
Utah
$335K +$4.68K +23 +2%
AIA
3353
Arbor Investment Advisors
North Carolina
$335K -$170K -837 -37%
MWM
3354
Maltin Wealth Management
New Jersey
$335K +$1.02K +5 +0.3%
CWMA
3355
Capstone Wealth Management (Alabama)
Alabama
$335K +$1.63K +8 +0.6%
CCA
3356
Cora Capital Advisors
New Jersey
$334K +$41.5K +204 +16%
WPA
3357
Wealth Preservation Advisors
Tennessee
$333K +$144K +709 +97%
SWM
3358
Shakespeare Wealth Management
Wisconsin
$333K +$4.07K +20 +1%
Betterment LLC
3359
Betterment LLC
New York
$333K -$1.43K -7 -0.5%
KIG
3360
Kessler Investment Group
Indiana
$333K
CFD
3361
Creative Financial Designs
Indiana
$332K -$257K -1,262 -47%
SIA
3362
SeaBridge Investment Advisors
New Jersey
$332K
VPF
3363
Vantage Point Financial
Illinois
$332K +$3.46K +17 +1%
DI
3364
Disciplined Investors
Texas
$332K -$19.5K -96 -6%
HWM
3365
HFR Wealth Management
New York
$332K
FDW
3366
Fourth Dimension Wealth
Ohio
$331K
GSWA
3367
Good Steward Wealth Advisors
Tennessee
$330K -$148K -727 -34%
WAM
3368
Wallington Asset Management
Indiana
$330K -$3.67K -18 -1%
LWP
3369
LeClair Wealth Partners
Ohio
$330K -$204 -1 -0.1%
EW
3370
Enzi Wealth
Texas
$329K +$4.07K +20 +1%
OIS
3371
OneAscent Investment Solutions
Alabama
$329K +$43.2K +212 +18%
RFG
3372
REAP Financial Group
Texas
$329K +$56.2K +276 +24%
COFSG
3373
Carbahal Olsen Financial Services Group
California
$328K
IGGA
3374
Iron Gate Global Advisors
Utah
$328K +$288K +1,413 New
VRM
3375
Vectors Research Management
New York
$327K