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AbbVie
ABBV

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
3426
Glass Wealth Management
Texas
$349K +$356K +1,607 New
AF
3427
Apollon Financial
South Carolina
$349K -$173K -779 -33%
SPA
3428
Sentinel Pension Advisors
Massachusetts
$349K +$1.55K +7 +0.4%
LPP
3429
Life Planning Partners
Florida
$349K – – –
WWC
3430
Waypoint Wealth Counsel
Georgia
$348K -$259K -1,166 -42%
RW
3431
Rockport Wealth
Ohio
$348K +$112K +504 +46%
APW
3432
Aurora Private Wealth
New Jersey
$348K – – –
TWA
3433
Trace Wealth Advisors
California
$348K -$31.9K -144 -8%
TWP
3434
Tower Wealth Partners
Pennsylvania
$346K +$222 +1 +0.1%
GCP
3435
Gill Capital Partners
Colorado
$346K -$5.1K -23 -1%
TI
3436
tru Independence
Oregon
$346K -$3.96M -17,848 -92%
HPC
3437
Hobart Private Capital
North Carolina
$345K -$5.77K -26 -2%
TBC
3438
Ted Buchan & Co
California
$345K – – –
TCM
3439
Teza Capital Management
Illinois
$343K -$253K -1,141 -42%
UIM
3440
Unified Investment Management
Georgia
$342K -$13.3K -60 -4%
OIS
3441
OneAscent Investment Solutions
Alabama
$341K +$1.11K +5 +0.3%
CPG
3442
Cornerstone Planning Group
New Jersey
$341K +$3.55K +16 +1%
KIG
3443
Kessler Investment Group
Indiana
$340K +$41.7K +188 +14%
HPM
3444
Hudson Portfolio Management
New York
$339K – – –
PCG
3445
PFC Capital Group
California
$339K -$22.2K -100 -6%
CIA
3446
Cladis Investment Advisory
Montana
$339K – – –
BA
3447
Bluesphere Advisors
Pennsylvania
$338K +$345K +1,556 New
LI
3448
LifeWealth Investments
Florida
$338K -$100K -452 -23%
BEW
3449
Burton Enright Welch
California
$338K -$46.4K -209 -12%
PHWM
3450
Pine Harbor Wealth Management
Maryland
$338K +$444 +2 +0.1%
136 137
138
139 140