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AbbVie
ABBV

Name Holding Trade Value Shares
Change 		Change in
Stake
SS
1526
Sunbelt Securities
Texas
$208K -$10.7K -175 -5%
FAT
1527
First American Trust
California
$208K +$205K +3,360 New
GVT
1528
Genesee Valley Trust
New York
$207K -$293K -4,802 -59%
JIC
1529
Joel Isaacson & Co
New York
$207K -$63.7K -1,046 -24%
WA
1530
Waverly Advisors
Alabama
$207K +$204K +3,346 New
HPWM
1531
Highland Private Wealth Management
Washington
$207K +$205K +3,362 New
IF
1532
IRON Financial
Illinois
$203K +$200K +3,277 New
SFA
1533
Sequoia Financial Advisors
Ohio
$202K -$16.6K -273 -8%
PG
1534
Patten Group
Tennessee
$201K – – –
UFF
1535
USA Financial Formulas
Michigan
$200K +$197K +3,233 New
CG
1536
Colony Group
Massachusetts
$200K +$197K +3,236 New
HIIFS
1537
Harel Insurance Investments & Financial Services
Israel
$199K +$3.05K +50 +2%
JIM
1538
Jupiter Investment Management
United Kingdom
$194K -$9.33M -153,143 -98%
CCM
1539
Cutler Capital Management
Massachusetts
$192K -$122K -2,000 -39%
RFA
1540
Reilly Financial Advisors
California
$190K +$17.1K +281 +10%
ARMC
1541
American Research & Management Company
Massachusetts
$181K – – –
AF
1542
Allworth Financial
California
$175K – – –
PCP
1543
Proficio Capital Partners
Massachusetts
$173K +$22.9K +376 +16%
AIM
1544
Acrospire Investment Management
Illinois
$167K -$140K -2,300 -46%
CAW
1545
Cornerstone Advisors (Washington)
Washington
$166K -$28.1K -461 -15%
SIA
1546
SeaBridge Investment Advisors
New Jersey
$161K – – –
WP
1547
WealthPLAN Partners
Nebraska
$138K +$242K +3,968 New
FPFS
1548
First Personal Financial Services
North Carolina
$138K +$62.6K +1,028 +85%
JCM
1549
Jacobi Capital Management
Pennsylvania
$138K +$133K +2,178 New
FWM
1550
Focused Wealth Management
New York
$133K -$2.86K -47 -2%
60 61
62
63 64