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AbbVie
ABBV

Name Holding Trade Value Shares
Change 		Change in
Stake
CSA
1801
Cottage Street Advisors
Massachusetts
$286K – – –
SFG
1802
Sather Financial Group
Texas
$285K – – –
DI
1803
DFPG Investments
Utah
$285K +$272K +3,093 New
EHWM
1804
Eads & Heald Wealth Management
Georgia
$285K +$272K +3,093 New
PC
1805
Palo Capital
California
$283K – – –
HHGA
1806
Halbert Hargrove Global Advisors
California
$282K +$26.8K +305 +11%
SHGA
1807
Sand Hill Global Advisors
California
$281K +$4.57K +52 +2%
CF
1808
Corrigan Financial
Rhode Island
$281K +$176 +2 +0.1%
RCA
1809
Rowland Carmichael Advisors
Arizona
$280K – – –
WIP
1810
Wellesley Investment Partners
Massachusetts
$279K – – –
CHJWM
1811
Carlton Hofferkamp & Jenks Wealth Management
Texas
$279K +$266K +3,027 New
CSPIA
1812
Cary Street Partners Investment Advisory
Virginia
$279K +$267K +3,033 New
TW
1813
TrinityPoint Wealth
Connecticut
$278K +$266K +3,021 New
AAP
1814
Aristotle Atlantic Partners
Florida
$277K – – –
ACM
1815
AUA Capital Management
Pennsylvania
$277K – – –
PAS
1816
Professional Advisory Services
Florida
$277K – – –
HS
1817
HighVista Strategies
Massachusetts
$277K +$264K +3,000 New
RCC
1818
Red Cedar Capital
Nebraska
$276K – – –
BBI
1819
Baxter Bros Inc
Connecticut
$276K +$70.4K +800 +36%
RA
1820
Rational Advisors
New York
$275K -$275K -3,129 -51%
FWP
1821
FAS Wealth Partners
Kansas
$275K -$13.3K -151 -5%
ZF
1822
Zhang Financial
Michigan
$274K +$261K +2,968 New
PI
1823
Pathlight Investors
Arizona
$273K +$273K +3,108 New
MWM
1824
Meridian Wealth Management
Kentucky
$272K +$70.8K +805 +38%
SRC
1825
Shufro Rose & Co
New York
$270K +$8.79K +100 +4%
71 72
73
74 75