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AbbVie
ABBV

Name Holding Trade Value Shares
Change 		Change in
Stake
WIC
3776
Whitegate Investment Counselors
New Hampshire
$231K +$22.4K +101 +11%
BIA
3777
Barry Investment Advisors
Massachusetts
$231K – – –
MW
3778
Members Wealth
Pennsylvania
$230K -$6.88K -31 -3%
AFO
3779
Arrowroot Family Office
California
$230K +$235K +1,059 New
MFGM
3780
Marshall Financial Group (Maryland)
Maryland
$230K -$5.77K -26 -2%
SRM
3781
Shelter Rock Management
New York
$230K – – –
PPA
3782
Pacific Point Advisors
California
$230K +$3.33K +15 +1%
EPW
3783
Evergreen Private Wealth
Colorado
$229K +$24.6K +111 +12%
CC
3784
Citrine Capital
California
$229K +$234K +1,054 New
PCM
3785
Penserra Capital Management
California
$229K +$73.6K +332 +46%
FA
3786
Fortis Advisors
Pennsylvania
$229K -$5.1K -23 -2%
SSA
3787
Shepherd Street Advisors
California
$229K -$24K -108 -9%
NMCM
3788
Nicholson Meyer Capital Management
Missouri
$228K – – –
HHGA
3789
Halbert Hargrove Global Advisors
California
$228K – – –
KIM
3790
Karpus Investment Management
New York
$228K – – –
SPL
3791
Smart Portfolios LLC
Washington
$228K +$22.2K +100 +11%
PHWM
3792
Palatine Hill Wealth Management
Michigan
$228K – – –
TIM
3793
Tortoise Investment Management
New York
$228K +$15.5K +70 +7%
HWA
3794
Heartwood Wealth Advisors
Virginia
$228K -$34.6K -156 -13%
MSWMA
3795
Market Street Wealth Management Advisors
Indiana
$227K +$36.4K +164 +19%
FCG
3796
Financial Connections Group
California
$227K – – –
EW
3797
Evexia Wealth
Wisconsin
$227K +$1.77K +8 +0.7%
EF
3798
Envision Financial
Wisconsin
$227K +$231K +1,043 New
RGF
3799
Retirement Guys Formula
Ohio
$227K -$1.58M -7,106 -87%
FFG
3800
First Financial Group
North Carolina
$227K -$7.76K -35 -3%
150 151
152
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