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AbbVie
ABBV

Name Holding Trade Value Shares
Change 		Change in
Stake
3FI
3976
3 Factor Indexing
California
$88.3K +$90.1K +406 New
C
3977
Covestor
United Kingdom
$87K -$116K -525 -57%
W
3978
WealthCollab
Washington
$87K – – –
AW
3979
Avion Wealth
Texas
$86K -$16K -72 -15%
KCM
3980
Key Capital Management
Tennessee
$84.6K +$18K +81 +26%
CMA
3981
Cedar Mountain Advisors
Oregon
$84.1K +$15.1K +68 +21%
PWA
3982
Portus Wealth Advisors
North Carolina
$80.7K -$644K -2,902 -89%
LWM
3983
Lodestone Wealth Management
Washington
$79.2K +$9.98K +45 +14%
NECFA
3984
New England Capital Financial Advisors
Connecticut
$78.9K -$38.8K -175 -33%
CWM
3985
Copia Wealth Management
Oregon
$75.7K – – –
HWP
3986
Highline Wealth Partners
California
$75.4K +$5.55K +25 +8%
CFP
3987
Comprehensive Financial Planning
Pennsylvania
$75.3K -$44.4K -200 -37%
VERPA
3988
Virginia Estate & Retirement Planning Advisors
Virginia
$73.5K +$75K +338 New
FGAM
3989
Financial Gravity Asset Management
Texas
$73.1K +$4.44K +20 +6%
NSG
3990
Nalls Sherbakoff Group
Tennessee
$72.2K – – –
T
3991
Tidemark
California
$71.9K +$5.77K +26 +9%
SWA
3992
Strategic Wealth Advisors
Arizona
$71K -$34.8K -157 -32%
OCM
3993
Osbon Capital Management
Massachusetts
$70.9K +$222 +1 +0.3%
SFO
3994
Standard Family Office
South Dakota
$70.5K – – –
WA
3995
WPG Advisers
Maryland
$69.6K -$1.33K -6 -2%
HAP
3996
Harbor Asset Planning
Massachusetts
$68.1K – – –
AW
3997
Ankerstar Wealth
Texas
$67.1K -$5.1K -23 -7%
AF
3998
Align Financial
Minnesota
$64.8K – – –
MFT
3999
Moisand Fitzgerald Tamayo
Florida
$63.9K -$4.44K -20 -6%
LG
4000
LAM Group
Oregon
$63.6K +$65K +293 New
158 159
160
161 162