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AbbVie
ABBV

Name Holding Trade Value Shares
Change 		Change in
Stake
SB
1751
Strategic Blueprint
Georgia
$602K +$647K +6,877 New
VC
1752
Vicus Capital
Pennsylvania
$600K +$10.3K +109 +2%
SFWA
1753
Summit Financial Wealth Advisors
Louisiana
$598K -$21.6K -229 -3%
CCB
1754
Cutter & Co Brokerage
Missouri
$598K +$222K +2,363 +53%
AFC
1755
AFT Forsyth & Company
Florida
$597K -$21.2K -225 -3%
PMA
1756
Prudent Man Advisors
Illinois
$597K +$420K +4,462 +190%
SEC
1757
Seven Eight Capital
New York
$597K +$641K +6,813 New
PM
1758
Penbrook Management
New York
$595K – – –
XF
1759
XML Financial
Maryland
$594K +$178K +1,892 +39%
SHGA
1760
Sand Hill Global Advisors
California
$589K +$7.06K +75 +1%
SP
1761
Successful Portfolios
Florida
$585K – – –
HBT
1762
Hills Bank & Trust
Iowa
$579K -$160K -1,702 -20%
MFW
1763
Mosaic Family Wealth
Missouri
$576K +$38.7K +411 +7%
FPB
1764
First PREMIER Bank
South Dakota
$574K – – –
JIC
1765
Joel Isaacson & Co
New York
$574K +$10.2K +108 +2%
OWP
1766
Obermeyer Wealth Partners
Colorado
$573K -$22.5K -239 -4%
DWM
1767
Dorchester Wealth Management
Quebec, Canada
$572K -$9.41K -100 -2%
ARMT
1768
Amica Retiree Medical Trust
Rhode Island
$571K – – –
SWM
1769
Segment Wealth Management
Texas
$569K – – –
PAM
1770
Private Asset Management
California
$568K -$8.29K -88 -1%
TC
1771
Trilogy Capital
California
$567K -$33.9K -360 -5%
CCM
1772
Canal Capital Management
Virginia
$566K -$8.19K -87 -1%
AL
1773
Aspiriant LLC
California
$566K -$471 -5 -0.1%
NJBEST
1774
New Jersey Better Educational Savings Trust
New Jersey
$565K – – –
BOPW
1775
Brandywine Oak Private Wealth
Pennsylvania
$565K +$8.1K +86 +1%
69 70
71
72 73