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AbbVie
ABBV

Name Holding Trade Value Shares
Change 		Change in
Stake
NEPPG
3476
New England Professional Planning Group
Rhode Island
$232K – – –
ACM
3477
Aspen Capital Management
Idaho
$232K – – –
CFP
3478
Cypress Financial Planning
New Jersey
$232K +$2.97K +16 +1%
CCM
3479
Cullen Capital Management
New York
$231K -$204K -1,095 -47%
PWM
3480
Partners Wealth Management
California
$231K – – –
CWM
3481
Chronos Wealth Management
Florida
$231K – – –
HC
3482
Hoese & Co
Minnesota
$231K +$149K +800 +180%
BEW
3483
Burton Enright Welch
California
$231K +$7.43K +40 +3%
MFS
3484
Miller Financial Services
Michigan
$230K +$11.9K +64 +5%
CCA
3485
Cora Capital Advisors
New Jersey
$230K -$8.55K -46 -4%
OWA
3486
Outlook Wealth Advisors
Texas
$230K +$10.4K +56 +5%
VIM
3487
Vista Investment Management
Pennsylvania
$230K – – –
PWMG
3488
Private Wealth Management Group
New Jersey
$229K +$18.4K +99 +9%
PCFFS
3489
Pacific Center for Financial Services
California
$229K – – –
RRWA
3490
Rainey & Randall Wealth Advisors
Florida
$228K +$372 +2 +0.2%
LFASL
3491
Lugano Financial Advisors SA (LFA)
Switzerland
$228K – – –
SCA
3492
Southern Capital Advisors
Tennessee
$226K +$372 +2 +0.2%
KOCAA
3493
Knights of Columbus Asset Advisors
Connecticut
$226K -$5.02K -27 -2%
MPM
3494
MBB Public Markets
Illinois
$225K -$53.5K -288 -19%
OIS
3495
OneAscent Investment Solutions
Alabama
$225K -$67.8K -365 -23%
WAM
3496
Wernau Asset Management
Massachusetts
$225K -$48.5K -261 -18%
SWGC
3497
Summit Wealth Group (Colorado)
Colorado
$225K +$225K +1,211 New
CFS
3498
Compass Financial Services
Iowa
$225K +$13.9K +75 +7%
HWA
3499
Heartwood Wealth Advisors
Virginia
$223K – – –
HCP
3500
Holt Capital Partners
Texas
$223K – – –
138 139
140
141 142