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AbbVie
ABBV

Name Holding Trade Value Shares
Change 		Change in
Stake
PCI
3426
Planning Center Inc
Illinois
$230K – – –
GAM
3427
Gould Asset Management
California
$230K +$238K +1,293 New
PCM
3428
Permanent Capital Management
Illinois
$230K +$238K +1,293 New
CFCI
3429
Comprehensive Financial Consultants Institutional
Indiana
$229K +$368 +2 +0.2%
MWM
3430
Melfa Wealth Management
Massachusetts
$229K – – –
MCM
3431
M1 Capital Management
Michigan
$229K +$237K +1,289 New
RA
3432
Rise Advisors
New York
$229K +$3.86K +21 +2%
GCM
3433
Goldstream Capital Management
Hong Kong
$229K -$197K -1,071 -45%
BFA
3434
Bright Financial Advisors
Michigan
$229K +$45.4K +247 +24%
CA
3435
Cannon Advisors
North Carolina
$229K -$3.68K -20 -2%
TCOO
3436
Trust Company of Oklahoma
Oklahoma
$228K +$24.3K +132 +11%
CFP
3437
Cypress Financial Planning
New Jersey
$228K +$236K +1,282 New
BBW
3438
Blue Barn Wealth
Utah
$226K +$18.9K +103 +9%
ORI
3439
Oak Ridge Investments
Illinois
$225K – – –
FIM
3440
FWL Investment Management
Texas
$224K +$27.6K +150 +13%
BWMG
3441
Barnes Wealth Management Group
California
$224K +$232K +1,261 New
PCMK
3442
Paragon Capital Management (Kansas)
Kansas
$224K +$38.8K +211 +20%
Q1WB
3443
Quest 10 Wealth Builders
Virginia
$223K +$231K +1,255 New
PFM
3444
Peak Financial Management
Massachusetts
$223K +$16.5K +90 +8%
BAWC
3445
Boyce & Associates Wealth Consulting
Texas
$222K +$184 +1 +0.1%
PF
3446
Penney Financial
Texas
$222K – – –
EPW
3447
Evergreen Private Wealth
Colorado
$222K +$1.1K +6 +0.5%
NEPPG
3448
New England Professional Planning Group
Rhode Island
$222K – – –
SFG
3449
Snider Financial Group
Washington
$222K +$229K +1,248 New
PWMG
3450
Private Wealth Management Group
New Jersey
$221K +$25K +136 +12%
136 137
138
139 140