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AbbVie
ABBV

Name Holding Trade Value Shares
Change 		Change in
Stake
BRPW
3601
Ballast Rock Private Wealth
South Carolina
$283K -$665 -3 -0.2%
CCA
3602
Conservest Capital Advisors
Pennsylvania
$282K +$11.3K +51 +4%
RWA
3603
Roberts Wealth Advisors
California
$281K +$1.55K +7 +0.5%
SFP
3604
Sterling Financial Planning
New Jersey
$280K – – –
TI
3605
Truepoint Inc
Ohio
$280K +$34.4K +155 +14%
FF
3606
Formulate Financial
Florida
$280K – – –
MCM
3607
Mainstay Capital Management
Michigan
$279K +$5.55K +25 +2%
SWA
3608
Strategies Wealth Advisors
Michigan
$279K -$195K -877 -41%
1CP
3609
17 Capital Partners
Arizona
$278K +$50.4K +227 +22%
MCM
3610
McRae Capital Management
New Jersey
$277K – – –
SWA
3611
SOA Wealth Advisors
New York
$277K +$24.8K +112 +0.6%
SWM
3612
SilverOak Wealth Management
Minnesota
$277K -$665 -3 -0.2%
MBI
3613
May Barnhard Investments
Maryland
$277K – – –
C1AG
3614
Client 1st Advisory Group
Florida
$276K +$1.11K +5 +0.4%
CAM
3615
Costello Asset Management
Pennsylvania
$276K +$222 +1 +0.1%
LFP
3616
Leeward Financial Partners
Washington
$276K – – –
SLC
3617
Second Line Capital
Louisiana
$276K -$39.9K -180 -12%
CHWM
3618
Cauble & Harre Wealth Management
Missouri
$275K -$44.4K -200 -13%
KWM
3619
Kaydan Wealth Management
Michigan
$274K +$20.9K +94 +8%
FF
3620
Friedenthal Financial
New Jersey
$274K – – –
2WWM
3621
21 West Wealth Management
California
$274K -$887 -4 -0.3%
EAP
3622
Elevation Advisory Partners
Florida
$274K +$271K +1,223 New
CL
3623
CPWA LLC
Oregon
$273K +$299K +1,347 New
KMC
3624
Kirr Marbach & Co
Indiana
$273K – – –
WAM
3625
Wernau Asset Management
Massachusetts
$273K +$3.77K +17 +1%
143 144
145
146 147