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AbbVie
ABBV

Name Holding Trade Value Shares
Change 		Change in
Stake
FWMP
3901
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$233K +$199K +925 New
VWMG
3902
Virginia Wealth Management Group
Virginia
$232K – – –
GC
3903
Gibson Capital
Pennsylvania
$231K +$197K +917 New
TSS
3904
Two Sigma Securities
New York
$230K +$197K +915 New
HIW
3905
Holos Integrated Wealth
Pennsylvania
$230K – – –
FEG
3906
Financial Enhancement Group
Indiana
$229K +$196K +911 New
LW
3907
Livet Wealth
Utah
$229K +$196K +911 New
MCFP
3908
Mallini Complete Financial Planning
Florida
$229K – – –
BBES
3909
Buffalo Business & Estate Services
New York
$229K – – –
FA
3910
Fermata Advisors
California
$229K +$196K +909 New
KFP
3911
Kerr Financial Planning
California
$228K +$430 +2 +0.2%
JCM
3912
Jag Capital Management
Missouri
$228K +$195K +907 New
SJL
3913
Shayne & Jacobs LLC
Tennessee
$228K +$195K +907 New
AI
3914
Auour Investments
Massachusetts
$228K +$195K +906 New
TF
3915
Tenzing Financial
Virginia
$227K +$192K +893 New
LFG
3916
Lockerman Financial Group
California
$226K +$194K +900 New
BPWM
3917
BCS Private Wealth Management
New Jersey
$226K +$194K +900 New
JESC
3918
J.E. Simmons & Co
Texas
$226K +$193K +899 New
RFS
3919
RM Financial Services
Maine
$226K +$193K +899 New
BC
3920
BDFS Capital
Delaware
$226K +$193K +899 New
HIIFS
3921
Harel Insurance Investments & Financial Services
Israel
$226K +$21.5K +100 +13%
ACM
3922
Adalta Capital Management
New York
$226K – – –
BHC
3923
Bull Harbor Capital
Maryland
$226K +$193K +897 New
CC
3924
Climber Capital
Switzerland
$225K -$399K -1,855 -67%
WCM
3925
Warburton Capital Management
Oklahoma
$225K +$193K +897 New
155 156
157
158 159