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AbbVie
ABBV

Name Holding Trade Value Shares
Change 		Change in
Stake
SGWM
4026
Sterling Group Wealth Management
California
$204K +$174K +809 New
WA
4027
Walsh & Associates
Florida
$203K +$35.5K +165 +26%
AA
4028
Addison Advisors
Vermont
$203K -$863K -4,013 -83%
LWP
4029
Laurel Wealth Planning
Minnesota
$202K +$173K +803 New
FFG
4030
Foundry Financial Group
New Hampshire
$202K +$173K +802 New
CC
4031
Capital Counsel
New York
$202K +$172K +801 New
CC
4032
Constitution Capital
Connecticut
$201K -$43K -200 -20%
BBI
4033
Baxter Bros Inc
Connecticut
$201K +$172K +800 New
CCM
4034
Compass Capital Management
Minnesota
$201K +$172K +800 New
PPWM
4035
Perissos Private Wealth Management
Oklahoma
$201K +$172K +800 New
TPW
4036
Turn8 Private Wealth
$201K +$172K +800 New
CA
4037
CapWealth Advisors
Tennessee
$201K +$172K +799 New
CP
4038
Castleview Partners
Texas
$201K +$172K +799 New
CCM
4039
Chickasaw Capital Management
Tennessee
$201K +$172K +800 New
JWM
4040
Jacksonville Wealth Management
Florida
$201K +$172K +798 New
DWS
4041
Dynamic Wealth Strategies
California
$200K – – –
AMG
4042
Advisors Management Group
Wisconsin
$200K -$51K -237 -23%
BFS
4043
Beacon Financial Strategies
North Carolina
$199K – – –
GTAM
4044
Global Trust Asset Management
Florida
$198K +$215 +1 +0.1%
TCM
4045
TD Capital Management
Tennessee
$197K +$1.29K +6 +0.8%
IGAM
4046
iA Global Asset Management
Quebec, Canada
$197K – – –
SFAM
4047
Sawyer Falduto Asset Management
Illinois
$196K – – –
GSEP
4048
Golden State Equity Partners
California
$196K -$7.75M -36,015 -98%
CIM
4049
Contravisory Investment Management
Massachusetts
$196K -$477K -2,217 -74%
BDL
4050
Banque de Luxembourg
Luxembourg
$196K – – –
160 161
162
163 164