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AbbVie
ABBV

Name Holding Trade Value Shares
Change 		Change in
Stake
HIF
4001
Hill Island Financial
Michigan
$214K -$17.9K -83 -9%
CPW
4002
Catalyst Private Wealth
California
$214K +$183K +849 New
WMS
4003
Wealth Management Strategies
Pennsylvania
$213K +$182K +846 New
WBG
4004
Wharton Business Group
Pennsylvania
$213K +$182K +846 New
BC
4005
Brio Consultants
California
$212K +$182K +844 New
PW
4006
Paladin Wealth
Minnesota
$212K +$182K +844 New
HCM
4007
Hutchinson Capital Management
California
$212K +$181K +842 New
IW
4008
Instrumental Wealth
Florida
$212K +$181K +842 New
STA
4009
Smith Thornton Advisors
Alabama
$211K +$183K +852 New
FC
4010
Fairscale Capital
New Hampshire
$211K – – –
SRCM
4011
Signature Resources Capital Management
California
$211K +$28K +130 +18%
FZCM
4012
Flynn Zito Capital Management
New York
$211K +$180K +837 New
SAM
4013
Sequent Asset Management
Texas
$210K +$180K +835 New
KWM
4014
Koa Wealth Management
California
$210K +$179K +833 New
MWA
4015
MFA Wealth Advisors
Pennsylvania
$210K +$179K +833 New
FAN
4016
Financial Advisors Network
California
$209K +$179K +832 New
BF
4017
Baring Financial
Washington
$209K +$179K +831 New
OPOWM
4018
One Plus One Wealth Management
Florida
$209K +$179K +831 New
WPWM
4019
Western Pacific Wealth Management
Illinois
$208K – – –
CWA
4020
Centerline Wealth Advisors
Kentucky
$207K +$177K +824 New
SI
4021
Stonekeep Investments
New Mexico
$207K +$177K +823 New
CPW
4022
Crestmont Private Wealth
Texas
$206K +$176K +818 New
IQI
4023
Integrated Quantitative Investments
Washington
$206K +$176K +818 New
AW
4024
Atlas Wealth
Ohio
$204K +$175K +812 New
WFAG
4025
Wescott Financial Advisory Group
Pennsylvania
$204K +$174K +811 New
159 160
161
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