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AbbVie
ABBV

Name Holding Trade Value Shares
Change 		Change in
Stake
LWMM
3726
Legacy Wealth Management (Mississippi)
Mississippi
$205K +$180K +884 New
PJWM
3727
Philip James Wealth Mangement
Georgia
$205K +$180K +883 New
AFO
3728
Allie Family Office
Florida
$204K +$179K +880 New
ACM
3729
Aurdan Capital Management
Pennsylvania
$203K +$178K +876 New
PCS
3730
Private Client Services
Kentucky
$203K +$178K +875 New
PCM
3731
Peirce Capital Management
Texas
$202K +$178K +873 New
BAM
3732
BOS Asset Management
Illinois
$202K +$178K +872 New
VWA
3733
VERITY Wealth Advisors
United States
$202K +$178K +872 New
TPCM
3734
Templeton & Phillips Capital Management
Tennessee
$202K +$177K +871 New
JGCM
3735
Joseph Group Capital Management
Ohio
$201K +$177K +870 New
LCM
3736
Leisure Capital Management
California
$201K +$177K +870 New
ECML
3737
Eagle Capital Management (Louisiana)
Louisiana
$201K +$177K +870 New
CWM
3738
Cadence Wealth Management
Massachusetts
$201K +$177K +867 New
CPW
3739
Crestmont Private Wealth
Texas
$200K +$176K +864 New
GAG
3740
Goodman Advisory Group
Massachusetts
$194K -$99.4K -488 -37%
AWM
3741
Accredited Wealth Management
Kentucky
$193K +$1.9M +9,337 +1,121%
WPWM
3742
Western Pacific Wealth Management
Illinois
$191K – – –
HIW
3743
Holos Integrated Wealth
Pennsylvania
$191K – – –
RDFA
3744
Ritter Daniher Financial Advisory
Ohio
$191K – – –
WA
3745
Whipplewood Advisors
Colorado
$189K -$57.2K -281 -26%
CSC
3746
Cove Street Capital
California
$185K – – –
T
3747
TOBAM
France
$185K -$485K -2,380 -75%
GJIA
3748
Glass Jacobson Investment Advisors
Maryland
$179K +$407 +2 +0.3%
PCM
3749
Penserra Capital Management
California
$177K -$18.9K -93 -11%
ME
3750
McIlrath & Eck
Washington
$177K -$10.4K -51 -6%
148 149
150
151 152