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AbbVie
ABBV

Name Holding Trade Value Shares
Change 		Change in
Stake
VDC
3751
Van Diest Capital
Iowa
$251K +$251K +1,101 New
BBES
3752
Buffalo Business & Estate Services
New York
$251K +$251K +1,100 New
RW
3753
Rockport Wealth
Ohio
$251K +$39.9K +175 +19%
WP
3754
WealthSpring Partners
California
$250K +$249K +1,093 New
GRA
3755
Golden Road Advisors
Florida
$250K +$14.4K +63 +6%
MWA
3756
Martel Wealth Advisors
Washington
$250K +$28.5K +125 +13%
BGDI
3757
BW Gestao de Investimentos
Brazil
$250K +$249K +1,092 New
MAM
3758
Mainsail Asset Management
Alabama
$249K -$89.3K -392 -26%
S
3759
Sachetta
Massachusetts
$249K -$917K -4,027 -79%
BWM
3760
BNC Wealth Management
Oregon
$249K – – –
SIA
3761
Schear Investment Advisers
Ohio
$248K -$7.75K -34 -3%
CWM
3762
Collaborative Wealth Management
Florida
$248K +$247K +1,084 New
SWMG
3763
Sard Wealth Management Group
Georgia
$248K +$247K +1,084 New
MFGM
3764
Marshall Financial Group (Maryland)
Maryland
$248K -$28.2K -124 -10%
UFPG
3765
United Financial Planning Group
New York
$247K +$37.8K +166 +18%
LAM
3766
Lakewood Asset Management
Illinois
$247K +$683 +3 +0.3%
BAM
3767
Belleair Asset Management
Florida
$247K +$247K +1,083 New
TFCP
3768
Twin Focus Capital Partners
Massachusetts
$247K +$13K +57 +6%
RFW
3769
Redwood Family Wealth
Texas
$247K +$246K +1,081 New
SLP
3770
Storen Legacy Partners
Indiana
$247K +$246K +1,080 New
YC
3771
Yarbrough Capital
Tennessee
$247K +$246K +1,080 New
CWMGO
3772
Capstone Wealth Management Group (Oregon)
Oregon
$247K +$1.59K +7 +0.7%
IFPG
3773
Intrepid Financial Planning Group
Indiana
$247K – – –
FA
3774
Fortis Advisors
Pennsylvania
$247K +$5.24K +23 +2%
FFG
3775
First Financial Group
North Carolina
$246K -$2.73K -12 -1%
149 150
151
152 153