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AbbVie
ABBV

Name Holding Trade Value Shares
Change 		Change in
Stake
NJBEST
1701
New Jersey Better Educational Savings Trust
New Jersey
$487K – – –
CIM
1702
CIM Investment Management
Pennsylvania
$483K -$452K -5,449 -50%
FNBOH
1703
First National Bank of Hutchinson
Kansas
$483K +$19.3K +233 +4%
BW
1704
Bison Wealth
Georgia
$482K -$3.4K -41 -0.7%
AIM
1705
Aspen Investment Management
Michigan
$482K – – –
BCWM
1706
Blue Chip Wealth Management
Florida
$482K +$102K +1,228 +29%
LOAMS
1707
Lombard Odier Asset Management (Switzerland)
Switzerland
$481K -$549K -6,607 -55%
CST
1708
Charles Schwab Trust
Nevada
$481K – – –
OWA
1709
Outlook Wealth Advisors
Texas
$479K -$380K -4,575 -46%
NBG
1710
Nancy B. Gardiner
$478K – – –
LSAG
1711
Lake Street Advisors Group
New Hampshire
$478K +$19.3K +232 +4%
AIM
1712
Avity Investment Management
Connecticut
$477K -$38.6K -465 -8%
JIC
1713
Joel Isaacson & Co
New York
$477K +$41.5K +500 +10%
RPWA
1714
Regent Peak Wealth Advisors
Georgia
$476K +$447K +5,381 New
AL
1715
Aspiriant LLC
California
$475K -$21.9K -264 -5%
SFS
1716
Strategic Financial Services
New York
$474K -$12.5K -150 -3%
CAM
1717
Close Asset Management
United Kingdom
$474K – – –
BHWM
1718
Bay Harbor Wealth Management
Maryland
$472K -$1.08K -13 -0.2%
XS
1719
XR Securities
Illinois
$472K +$442K +5,326 New
CHA
1720
Cooper/Haims Advisors
New York
$471K +$41.5K +500 +10%
BP
1721
Broadleaf Partners
Ohio
$468K – – –
AFG
1722
Albion Financial Group
Utah
$468K +$16K +193 +4%
AWA
1723
ARS Wealth Advisors
Florida
$468K +$18.1K +218 +4%
ECG
1724
Edge Capital Group
Georgia
$467K +$37.8K +455 +9%
TMAM
1725
Tokio Marine Asset Management
Japan
$467K +$41.4K +499 +10%
67 68
69
70 71