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AbbVie
ABBV

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
3401
Alpha Advisors
Virginia
$239K +$248K +1,347 New
HWA
3402
Hilltop Wealth Advisors
North Carolina
$238K +$8.27K +45 +3%
CPA
3403
Capital Performance Advisors
California
$238K +$6.62K +36 +3%
DAS
3404
DMKC Advisory Services
Iowa
$237K +$245K +1,335 New
WFA
3405
Websterrogers Financial Advisors
South Carolina
$237K +$184 +1 +0.1%
GC
3406
Garde Capital
Washington
$237K +$36.8K +200 +18%
LFP
3407
Lakeshore Financial Planning
Michigan
$236K +$184 +1 +0.1%
GCA
3408
Gradient Capital Advisors
California
$236K +$184 +1 +0.1%
CCA
3409
Cora Capital Advisors
New Jersey
$235K -$16.4K -89 -6%
PIFP
3410
Partners in Financial Planning
Virginia
$234K – – –
I
3411
IMPACTfolio
Colorado
$234K – – –
PCMC
3412
Private Capital Management (Colorado)
Colorado
$233K -$70.6K -384 -23%
SIA
3413
Schear Investment Advisers
Ohio
$233K -$7.72K -42 -3%
SH
3414
SLT Holdings
Arizona
$233K +$241K +1,310 New
BFG
3415
Baron Financial Group
New Jersey
$233K +$7.54K +41 +3%
PWP
3416
Pursue Wealth Partners
California
$232K – – –
CCM
3417
Copeland Capital Management
Pennsylvania
$232K -$2.76K -15 -1%
KLCM
3418
KG&L Capital Management
Louisiana
$232K -$119K -647 -33%
TIM
3419
Tortoise Investment Management
New York
$232K -$5.88K -32 -2%
MIS
3420
Morningstar Investment Services
Illinois
$232K -$1.58M -8,569 -87%
HIS
3421
Horizon Investment Services
Indiana
$231K +$49.1K +267 +26%
UC
3422
Unio Capital
New Jersey
$231K – – –
EWA
3423
EQ Wealth Advisors
Texas
$231K +$239K +1,300 New
SICM
3424
Sustainable Insight Capital Management
New York
$231K +$239K +1,298 New
CWMA
3425
Capstone Wealth Management (Alabama)
Alabama
$230K +$238K +1,295 New
135 136
137
138 139