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AbbVie
ABBV

Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
1701
Patriot Financial Group Insurance Agency
Massachusetts
$323K +$53.7K +683 +19%
FEM
1702
Fulcrum Equity Management
Texas
$323K +$106K +1,354 +38%
HPWM
1703
Highland Private Wealth Management
Washington
$321K -$1.02K -13 -0.3%
FA
1704
Financial Advisors
Massachusetts
$321K – – –
TPWA
1705
TRUE Private Wealth Advisors
Oregon
$320K -$2.36K -30 -0.7%
CP
1706
Camelot Portfolios
Ohio
$318K -$24.1K -307 -7%
CHJWM
1707
Carlton Hofferkamp & Jenks Wealth Management
Texas
$318K +$66.1K +841 +22%
PWPS
1708
Pinnacle Wealth Planning Services
Ohio
$317K +$36.5K +464 +12%
AL
1709
AJO LP
Pennsylvania
$317K +$342K +4,354 New
SHGA
1710
Sand Hill Global Advisors
California
$315K +$105K +1,330 +44%
RIG
1711
Renaissance Investment Group
Massachusetts
$314K -$11.8K -150 -3%
WPP
1712
Whalerock Point Partners
Rhode Island
$313K – – –
HIM
1713
Hotaling Investment Management
Pennsylvania
$313K +$393 +5 +0.1%
GWMIA
1714
Global Wealth Management Investment Advisory
Florida
$311K -$931K -11,847 -73%
GLI
1715
Guardian Life Insurance
New York
$311K +$1.49K +19 +0.4%
RBFC
1716
Roman Butler Fullerton & Co
Missouri
$311K +$35.7K +454 +12%
VWM
1717
Venturi Wealth Management
Texas
$308K -$6.96M -88,524 -95%
NAM
1718
NorthCoast Asset Management
Connecticut
$308K +$80.9K +1,029 +32%
ADL
1719
Asset Dedication LLC
California
$306K -$16.3K -208 -5%
BO
1720
BRR OpCo
Ohio
$305K +$1.49K +19 +0.5%
WIM
1721
Westside Investment Management
California
$305K +$331K +4,206 New
FAM
1722
Formidable Asset Management
Ohio
$303K -$2M -25,473 -85%
AWM
1723
Aevitas Wealth Management
Massachusetts
$303K -$107K -1,361 -25%
TFF
1724
The Family Firm
Maryland
$303K +$236 +3 +0.1%
GAAM
1725
Guinness Atkinson Asset Management
California
$300K +$59.6K +758 +22%
67 68
69
70 71