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AbbVie

Name Holding Trade Value Shares
Change
Change in
Stake
IWMO
3351
Integrated Wealth Management (Ohio)
Ohio
$392K +$391K +1,717 New
JF
3352
Joule Financial
Kentucky
$392K – – –
WF
3353
Whelan Financial
California
$392K -$98.9K -434 -20%
BWM
3354
Brown Wealth Management
Illinois
$392K +$46.2K +203 +13%
BWM
3355
Bulltick Wealth Management
Florida
$392K +$390K +1,714 New
CFG
3356
Carter Financial Group
Illinois
$392K +$144K +630 +58%
CWM
3357
Cabot Wealth Management
Massachusetts
$390K +$54.9K +241 +16%
PP
3358
Pingora Partners
Wyoming
$390K -$11.4K -50 -3%
WG
3359
Wellington Group
Indiana
$390K +$388K +1,705 New
LBC
3360
Leigh Baldwin & Co
New York
$389K -$4.56K -20 -1%
HP
3361
Holistic Planning
Texas
$389K +$83.6K +367 +27%
ITFISA
3362
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$389K +$2.51K +11 +0.7%
KG
3363
Kieckhefer Group
Wisconsin
$388K -$22.8K -100 -6%
WI
3364
Wedgewood Investors
Pennsylvania
$388K – – –
Cohen & Steers
3365
Cohen & Steers
New York
$388K – – –
HB
3366
Horizon Bancorp
Indiana
$388K – – –
GA
3367
GFS Advisors
Texas
$388K +$387K +1,698 New
LAM
3368
Lifestyle Asset Management
Texas
$387K +$35.1K +154 +10%
LWA
3369
Lifelong Wealth Advisors
Minnesota
$387K +$2.05K +9 +0.5%
LI
3370
Lafayette Investments
Maryland
$386K -$57K -250 -13%
BA
3371
Ballew Advisors
Mississippi
$386K +$10.9K +48 +3%
PFA
3372
Perryman Financial Advisory
Texas
$386K +$385K +1,689 New
SRA
3373
Secured Retirement Advisors
Minnesota
$385K +$14.1K +62 +4%
DFP
3374
Donalies Financial Planning
District of Columbia
$384K +$383K +1,683 New
SCA
3375
Sandy Cove Advisors
Massachusetts
$384K +$24.6K +108 +7%