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AbbVie

Name Holding Trade Value Shares
Change
Change in
Stake
CL
3351
CVFG LLC
Indiana
$336K +$6.52K +32 +2%
RA
3352
Rise Advisors
New York
$336K +$9.78K +48 +3%
BWM
3353
BKM Wealth Management
Wisconsin
$335K – – –
BBW
3354
Blue Barn Wealth
Utah
$335K +$4.68K +23 +2%
AIA
3355
Arbor Investment Advisors
North Carolina
$335K -$170K -837 -37%
MWM
3356
Maltin Wealth Management
New Jersey
$335K +$1.02K +5 +0.3%
CWMA
3357
Capstone Wealth Management (Alabama)
Alabama
$335K +$1.63K +8 +0.6%
CCA
3358
Cora Capital Advisors
New Jersey
$334K +$41.5K +204 +16%
WPA
3359
Wealth Preservation Advisors
Tennessee
$333K +$144K +709 +97%
SWM
3360
Shakespeare Wealth Management
Wisconsin
$333K +$4.07K +20 +1%
Betterment LLC
3361
Betterment LLC
New York
$333K -$1.43K -7 -0.5%
KIG
3362
Kessler Investment Group
Indiana
$333K – – –
CFD
3363
Creative Financial Designs
Indiana
$332K -$257K -1,262 -47%
SIA
3364
SeaBridge Investment Advisors
New Jersey
$332K – – –
VPF
3365
Vantage Point Financial
Illinois
$332K +$3.46K +17 +1%
DI
3366
Disciplined Investors
Texas
$332K -$19.5K -96 -6%
HWM
3367
HFR Wealth Management
New York
$332K – – –
FDW
3368
Fourth Dimension Wealth
Ohio
$331K – – –
GSWA
3369
Good Steward Wealth Advisors
Tennessee
$330K -$148K -727 -34%
WAM
3370
Wallington Asset Management
Indiana
$330K -$3.67K -18 -1%
LWP
3371
LeClair Wealth Partners
Ohio
$330K -$204 -1 -0.1%
EW
3372
Enzi Wealth
Texas
$329K +$4.07K +20 +1%
OIS
3373
OneAscent Investment Solutions
Alabama
$329K +$43.2K +212 +18%
RFG
3374
REAP Financial Group
Texas
$329K +$56.2K +276 +24%
COFSG
3375
Carbahal Olsen Financial Services Group
California
$328K – – –