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AbbVie
ABBV

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
3501
Custos Family Office
Texas
$239K +$222K +1,142 New
WIC
3502
Willis Investment Counsel
Georgia
$239K -$2.53K -13 -1%
SCA
3503
Stuart Chaussee & Associates
California
$239K +$33.8K +174 +18%
SW
3504
SMART Wealth
Nebraska
$238K -$1.75K -9 -0.8%
MF
3505
Meridian Financial
Massachusetts
$238K – – –
FA
3506
Fermata Advisors
California
$238K -$4.86K -25 -2%
PSF
3507
Pacific Sun Financial
California
$238K – – –
PWMG
3508
Private Wealth Management Group
New Jersey
$238K -$21.4K -110 -9%
CFS
3509
Compass Financial Services
Iowa
$238K +$7.97K +41 +4%
JTWM
3510
Jackson Thornton Wealth Management
Alabama
$238K +$33.6K +173 +14%
ACM
3511
Ascent Capital Management
Oregon
$237K +$220K +1,132 New
RC
3512
Rovin Capital
Arizona
$237K +$220K +1,133 New
AAA
3513
AG Asset Advisory
California
$237K – – –
LRWA
3514
Long Run Wealth Advisors
New York
$236K +$219K +1,128 New
LWP
3515
Laurel Wealth Planning
Minnesota
$236K – – –
DHC
3516
Drum Hill Capital
Connecticut
$236K +$219K +1,127 New
CCM
3517
Colorado Capital Management
Colorado
$236K – – –
RWM
3518
Raffa Wealth Management
District of Columbia
$236K -$8.36K -43 -4%
KNFPWM
3519
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$235K +$194 +1 +0.1%
DWM
3520
David Wealth Management
Virginia
$235K +$218K +1,123 New
PWM
3521
Partners Wealth Management
California
$235K +$218K +1,122 New
DBRC
3522
D.B. Root & Company
Pennsylvania
$234K +$218K +1,119 New
FM
3523
Family Management
New York
$234K +$217K +1,118 New
JA
3524
JVL Associates
Michigan
$234K -$9.33K -48 -4%
CWMK
3525
Caliber Wealth Management (Kansas)
Kansas
$234K +$217K +1,115 New
139 140
141
142 143