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AbbVie
ABBV

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
3451
FSA Wealth Management
Massachusetts
$221K +$735 +4 +0.3%
VIS
3452
Vega Investment Solutions
France
$221K +$229K +1,245 New
CWM
3453
Chronos Wealth Management
Florida
$221K – – –
KL
3454
KWMG LLC
Kansas
$221K – – –
RFS
3455
Richardson Financial Services
Massachusetts
$221K -$368 -2 -0.2%
AIA
3456
Accelerate Investment Advisors
California
$220K +$23.4K +127 +11%
CPW
3457
Crestmont Private Wealth
Texas
$219K +$12K +65 +6%
SHWM
3458
Smith & Howard Wealth Management
Georgia
$219K – – –
SCA
3459
Southern Capital Advisors
Tennessee
$219K +$7.17K +39 +3%
CWD
3460
Clarity Wealth Development
Oregon
$218K +$218K +1,186 New
RW
3461
REDW Wealth
New Mexico
$218K -$68.9K -375 -23%
TLP
3462
Trinity Legacy Partners
Texas
$218K – – –
BAG
3463
Bridgewealth Advisory Group
California
$217K +$207K +1,124 New
OAJ
3464
Ogorek Anthony Joseph
New York
$217K – – –
KA
3465
Kercheville Advisors
Texas
$217K +$224K +1,221 New
PA
3466
PFW Advisors
Georgia
$217K +$224K +1,221 New
DI
3467
Disciplined Investors
Texas
$217K +$225K +1,226 New
GLR
3468
Great Lakes Retirement
Ohio
$216K +$224K +1,218 New
KMC
3469
Kirr Marbach & Co
Indiana
$216K – – –
LWMM
3470
Legacy Wealth Management (Mississippi)
Mississippi
$216K -$75.2K -409 -25%
SF
3471
Seros Financial
Arizona
$214K +$230K +1,250 New
HWA
3472
Heartwood Wealth Advisors
Virginia
$214K – – –
CFM
3473
Catalyst Funds Management
Australia
$213K -$1.71M -9,300 -89%
PA
3474
Planning Alternatives
Michigan
$213K -$41.4K -225 -16%
HCP
3475
Holt Capital Partners
Texas
$213K -$22.1K -120 -9%
137 138
139
140 141