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AbbVie
ABBV

Name Holding Trade Value Shares
Change 		Change in
Stake
HCP
3501
Holt Capital Partners
Texas
$223K – – –
VP
3502
Verisail Partners
Georgia
$223K +$223K +1,200 New
SHWM
3503
Smith & Howard Wealth Management
Georgia
$222K – – –
PSP
3504
Pacific Sage Partners
Washington
$222K +$7.81K +42 +4%
CCC
3505
Compass Capital Corp
Massachusetts
$221K -$743 -4 -0.3%
RIS
3506
Retirement Income Solutions
Michigan
$221K +$7.62K +41 +4%
BWM
3507
Boyd Wealth Management
California
$220K – – –
BMC
3508
Benin Management Corp
Connecticut
$220K -$4.28K -23 -2%
LSA
3509
Leonteq Securities AG
Switzerland
$220K +$220K +1,186 New
SWA
3510
SOA Wealth Advisors
New York
$220K +$641K +3,447 +24%
HP
3511
Haven Private
Florida
$219K +$220K +1,182 New
GWWM
3512
Great Waters Wealth Management
Minnesota
$219K +$1.11K +6 +0.5%
HIS
3513
Horizon Investment Services
Indiana
$219K -$9.11K -49 -4%
OPOWM
3514
One Plus One Wealth Management
Florida
$219K – – –
GA
3515
GSG Advisors
New Jersey
$219K +$219K +1,178 New
TPF
3516
Tribridge Partners Financial
Maryland
$218K +$219K +1,176 New
BWCS
3517
Beirne Wealth Consulting Services
Connecticut
$218K – – –
GCM
3518
Gladius Capital Management
Illinois
$218K -$798K -4,294 -79%
TCM
3519
Traub Capital Management
Massachusetts
$217K +$217K +1,169 New
SHFA
3520
SC&H Financial Advisors
Maryland
$217K – – –
SN
3521
Sittner & Nelson
Oregon
$216K – – –
FCG
3522
Financial Connections Group
California
$216K +$19.3K +104 +10%
AA
3523
Acorns Advisers
California
$216K +$216K +1,162 New
KFGG
3524
Keystone Financial Group (Georgia)
Georgia
$216K +$558 +3 +0.3%
CFG
3525
Carter Financial Group
Illinois
$216K +$216K +1,162 New
139 140
141
142 143