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AbbVie
ABBV

Name Holding Trade Value Shares
Change 		Change in
Stake
FF
3451
Formulate Financial
Florida
$296K +$260K +1,279 New
SWM
3452
SilverOak Wealth Management
Minnesota
$296K +$23.6K +116 +10%
BAWC
3453
Boyce & Associates Wealth Consulting
Texas
$295K +$2.04K +10 +0.8%
MBI
3454
May Barnhard Investments
Maryland
$295K +$204 +1 +0.1%
GA
3455
GSG Advisors
New Jersey
$294K +$5.09K +25 +2%
BWMG
3456
Barnes Wealth Management Group
California
$294K -$17.9K -88 -6%
CAM
3457
Costello Asset Management
Pennsylvania
$293K +$204 +1 +0.1%
FL
3458
FreeGulliver LLC
Louisiana
$293K +$258K +1,266 New
2WWM
3459
21 West Wealth Management
California
$293K -$5.09K -25 -2%
CCA
3460
Conservest Capital Advisors
Pennsylvania
$292K +$815 +4 +0.3%
MAM
3461
MMA Asset Management
Pennsylvania
$292K +$257K +1,261 New
CFP
3462
Cypress Financial Planning
New Jersey
$291K +$2.24K +11 +0.9%
OPA
3463
Old Port Advisors
Maine
$291K -$407 -2 -0.2%
KMC
3464
Kirr Marbach & Co
Indiana
$291K – – –
MCM
3465
Mainstay Capital Management
Michigan
$290K -$299K -1,468 -54%
NEPPG
3466
New England Professional Planning Group
Rhode Island
$289K – – –
ACM
3467
Aspen Capital Management
Idaho
$289K – – –
CCM
3468
Cullen Capital Management
New York
$289K – – –
HWM
3469
Hobbs Wealth Management
Indiana
$289K +$254K +1,247 New
CWM
3470
Chronos Wealth Management
Florida
$288K – – –
MFS
3471
Miller Financial Services
Michigan
$288K +$204 +1 +0.1%
HHGA
3472
Halbert Hargrove Global Advisors
California
$287K +$243K +1,191 +2,382%
SC
3473
Schubert & Co
Texas
$286K -$23.6K -116 -9%
VIM
3474
Vista Investment Management
Pennsylvania
$286K – – –
PCFFS
3475
Pacific Center for Financial Services
California
$286K – – –
137 138
139
140 141