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AbbVie
ABBV

Name Holding Trade Value Shares
Change 		Change in
Stake
MF
3726
Meridian Financial
Massachusetts
$244K – – –
PFW
3727
Petros Family Wealth
Minnesota
$243K -$203K -914 -45%
CPWM
3728
Cypress Point Wealth Management
Texas
$243K +$247K +1,115 New
RWA
3729
Rooted Wealth Advisors
Illinois
$242K +$49.7K +224 +23%
TIA
3730
Trust Investment Advisors
Indiana
$242K -$176K -792 -42%
SC
3731
Solstein Capital
California
$241K -$77.6K -350 -24%
NAMM
3732
NorthStar Asset Management (Massachusetts)
Massachusetts
$241K – – –
RPA
3733
Rock Point Advisors
Vermont
$241K -$4.44K -20 -2%
HWMT
3734
Heritage Wealth Management (Texas)
Texas
$240K – – –
BWG
3735
Berry Wealth Group
Texas
$240K -$42.8K -193 -15%
WFC
3736
Western Financial Corp
California
$240K +$244K +1,101 New
VEA
3737
Virtus ETF Advisers
New York
$239K -$58.6K -264 -19%
NIA
3738
NBZ Investment Advisors
Tennessee
$239K +$244K +1,100 New
MIM
3739
Meridiem Investment Management
United Kingdom
$239K -$21.1K -95 -8%
WP
3740
WealthSpring Partners
California
$238K – – –
MWA
3741
Martel Wealth Advisors
Washington
$237K – – –
GCM
3742
Gallacher Capital Management
Colorado
$237K -$3.33K -15 -1%
SIA
3743
Schear Investment Advisers
Ohio
$236K – – –
LAM
3744
Lakewood Asset Management
Illinois
$236K +$665 +3 +0.3%
RFW
3745
Redwood Family Wealth
Texas
$236K +$887 +4 +0.4%
SLP
3746
Storen Legacy Partners
Indiana
$236K +$887 +4 +0.4%
BAM
3747
Belleair Asset Management
Florida
$236K – – –
KRW
3748
Kaufman Rossin Wealth
Florida
$235K -$61.7K -278 -20%
TB
3749
Terril Brothers
Missouri
$235K +$22.6K +102 +10%
SF
3750
Seros Financial
Arizona
$235K +$1.11K +5 +0.5%
148 149
150
151 152