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AbbVie
ABBV

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
4001
Walsh & Associates
Florida
$203K +$35.5K +165 +26%
AA
4002
Addison Advisors
Vermont
$203K -$863K -4,013 -83%
LWP
4003
Laurel Wealth Planning
Minnesota
$202K +$173K +803 New
FFG
4004
Foundry Financial Group
New Hampshire
$202K +$173K +802 New
CC
4005
Capital Counsel
New York
$202K +$172K +801 New
CC
4006
Constitution Capital
Connecticut
$201K -$43K -200 -20%
BBI
4007
Baxter Bros Inc
Connecticut
$201K +$172K +800 New
CCM
4008
Compass Capital Management
Minnesota
$201K +$172K +800 New
PPWM
4009
Perissos Private Wealth Management
Oklahoma
$201K +$172K +800 New
TPW
4010
Turn8 Private Wealth
$201K +$172K +800 New
CA
4011
CapWealth Advisors
Tennessee
$201K +$172K +799 New
CP
4012
Castleview Partners
Texas
$201K +$172K +799 New
CCM
4013
Chickasaw Capital Management
Tennessee
$201K +$172K +800 New
JWM
4014
Jacksonville Wealth Management
Florida
$201K +$172K +798 New
DWS
4015
Dynamic Wealth Strategies
California
$200K – – –
AMG
4016
Advisors Management Group
Wisconsin
$200K -$51K -237 -23%
BFS
4017
Beacon Financial Strategies
North Carolina
$199K – – –
GTAM
4018
Global Trust Asset Management
Florida
$198K +$215 +1 +0.1%
TCM
4019
TD Capital Management
Tennessee
$197K +$1.29K +6 +0.8%
IGAM
4020
iA Global Asset Management
Quebec, Canada
$197K – – –
SFAM
4021
Sawyer Falduto Asset Management
Illinois
$196K – – –
GSEP
4022
Golden State Equity Partners
California
$196K -$7.75M -36,015 -98%
CIM
4023
Contravisory Investment Management
Massachusetts
$196K -$477K -2,217 -74%
BDL
4024
Banque de Luxembourg
Luxembourg
$196K – – –
CFS
4025
CGC Financial Services
Oregon
$195K -$16.1K -75 -9%
159 160
161
162 163