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AbbVie
ABBV

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
3401
Tacita Capital
Ontario, Canada
$68.7K – – –
ETS
3402
ESL Trust Services
New York
$67.5K -$17.9K -96 -22%
AW
3403
Avion Wealth
Texas
$66K +$8.4K +45 +16%
TCG
3404
Transcendent Capital Group
Oklahoma
$65.2K -$747 -4 -1%
PIS
3405
POM Investment Strategies
North Carolina
$63.4K +$21.1K +113 +54%
NMG
3406
New Millennium Group
Utah
$63.3K +$373 +2 +0.6%
MCA
3407
Maryland Capital Advisors
Maryland
$59.2K – – –
MFT
3408
Moisand Fitzgerald Tamayo
Florida
$58.1K – – –
AP
3409
Aspect Partners
Virginia
$56.7K – – –
SHIM
3410
Stone House Investment Management
Pennsylvania
$54.8K – – –
SWM
3411
Sanctuary Wealth Management
Idaho
$54.7K -$1.87K -10 -3%
T
3412
Tidemark
California
$53.8K -$187 -1 -0.4%
TWD
3413
True Wealth Design
Ohio
$52.3K -$26.7K -143 -35%
CIR
3414
Clear Investment Research
Georgia
$50.1K – – –
DWM
3415
Dogwood Wealth Management
Kansas
$49K +$373 +2 +0.8%
CAM
3416
Clarity Asset Management
Iowa
$48.1K – – –
CMA
3417
Cedar Mountain Advisors
Oregon
$47.1K +$373 +2 +0.8%
VF
3418
VitalStone Financial
Texas
$46.6K +$373 +2 +0.9%
KSWA
3419
Kathleen S. Wright Associates
Pennsylvania
$45.8K +$43.3K +232 New
PCMC
3420
Planning Capital Management Corporation
Pennsylvania
$45.7K -$100K -536 -70%
PCWA
3421
Pacific Capital Wealth Advisors
California
$45.4K -$3.17K -17 -7%
MWA
3422
Miller Wealth Advisors
Colorado
$45.3K – – –
PWS
3423
Peterson Wealth Services
Utah
$44.4K +$42K +225 New
W
3424
WealthCollab
Washington
$43.4K -$4.85K -26 -11%
BCM
3425
Blume Capital Management
California
$43.4K +$41.1K +220 New
135 136
137
138 139