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AbbVie
ABBV

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
1401
Alpha Windward
Massachusetts
$337K -$412K -6,812 -54%
HWA
1402
Heritage Wealth Advisors
Virginia
$335K – – –
BPC
1403
Banque Pictet & Cie
Switzerland
$331K -$75.5K -1,250 -18%
KJHP
1404
K.J. Harrison & Partners
Ontario, Canada
$330K – – –
CWM
1405
Calamos Wealth Management
Illinois
$328K -$42K -695 -11%
CRIG
1406
Charter Research & Investment Group
Connecticut
$325K – – –
11A
1407
10-15 Associates
New York
$324K +$335K +5,550 New
DMC
1408
Drexel Morgan & Co
Pennsylvania
$323K – – –
LFA
1409
Landmark Financial Advisors
Kentucky
$323K +$10.2K +169 +3%
FIB
1410
First Interstate Bank
Montana
$318K -$10.9K -180 -3%
DIA
1411
Davidson Investment Advisors
Montana
$318K +$30.2K +500 +10%
DAM
1412
Doheny Asset Management
California
$316K – – –
SHWM
1413
Smith & Howard Wealth Management
Georgia
$311K +$321K +5,310 New
TFF
1414
The Family Firm
Maryland
$309K -$604 -10 -0.2%
AFG
1415
Albion Financial Group
Utah
$309K – – –
GIA
1416
GHP Investment Advisors
Colorado
$308K – – –
MBT
1417
Monroe Bank & Trust
Michigan
$307K -$9.54K -158 -3%
BSB
1418
Bangor Savings Bank
Maine
$307K +$36.7K +607 +13%
AF
1419
Affiance Financial
Minnesota
$306K -$2.96K -49 -0.9%
BCM
1420
Brown Capital Management
Maryland
$306K – – –
TCB
1421
Texas Capital Bancshares
Texas
$304K +$111K +1,836 +55%
AWM
1422
Altavista Wealth Management
North Carolina
$299K -$30.2K -500 -9%
KFP
1423
Keystone Financial Planning
Ohio
$297K – – –
OCM
1424
Osterweis Capital Management
California
$297K – – –
SCG
1425
Sonata Capital Group
Washington
$296K +$305K +5,050 New
55 56
57
58 59