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AbbVie
ABBV

Name Holding Trade Value Shares
Change 		Change in
Stake
BWG
3601
Berry Wealth Group
Texas
$297K -$47.6K -209 -14%
B
3602
Barings
North Carolina
$297K +$76.1K +334 +35%
PCI
3603
Planning Center Inc
Illinois
$295K – – –
MPIA
3604
Milestones Private Investment Advisors
New York
$295K – – –
SFP
3605
Sterling Financial Planning
New Jersey
$295K -$7.52K -33 -2%
CWM
3606
Castle Wealth Management
Florida
$294K – – –
GCM
3607
Goldstream Capital Management
Hong Kong
$294K – – –
FF
3608
Formulate Financial
Florida
$294K +$1.82K +8 +0.6%
RWA
3609
Roberts Wealth Advisors
California
$294K +$293K +1,287 New
Q1WB
3610
Quest 10 Wealth Builders
Virginia
$294K -$5.01K -22 -2%
RC
3611
Rovin Capital
Arizona
$293K +$33.9K +149 +13%
OWA
3612
Outlook Wealth Advisors
Texas
$293K +$22.8K +100 +8%
DWM
3613
Ducere Wealth Management
California
$292K +$292K +1,280 New
CPC
3614
Consolidated Planning Corp
Georgia
$292K -$11.4K -50 -4%
CFO
3615
Custos Family Office
Texas
$292K -$48.3K -212 -14%
SWM
3616
SilverOak Wealth Management
Minnesota
$292K – – –
MG
3617
Marex Group
$292K -$42.1K -185 -13%
CFP
3618
Cypress Financial Planning
New Jersey
$291K +$2.05K +9 +0.7%
MCM
3619
McRae Capital Management
New Jersey
$291K -$5.47K -24 -2%
MBI
3620
May Barnhard Investments
Maryland
$291K -$228 -1 -0.1%
NEPPG
3621
New England Professional Planning Group
Rhode Island
$291K +$5.01K +22 +2%
ORI
3622
Oak Ridge Investments
Illinois
$291K -$50.6K -222 -15%
OPA
3623
Old Port Advisors
Maine
$290K +$2.51K +11 +0.9%
LFP
3624
Leeward Financial Partners
Washington
$290K -$6.38K -28 -2%
CAM
3625
Costello Asset Management
Pennsylvania
$290K – – –
143 144
145
146 147