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AbbVie
ABBV

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1801
Sugarloaf Wealth Management
Georgia
$396K +$371K +4,472 New
WRM
1802
Weybosset Research & Management
Rhode Island
$394K +$369K +4,450 New
ATIA
1803
American Trust Investment Advisors
New Hampshire
$393K – – –
CCT
1804
Chemung Canal Trust
New York
$393K – – –
BFPW
1805
BOK Financial Private Wealth
Colorado
$391K +$96.1K +1,158 +36%
CPSC
1806
Carl P. Sherr & Co
Massachusetts
$389K +$365K +4,393 New
PCG
1807
Private Capital Group
Connecticut
$388K -$213K -2,560 -37%
GLI
1808
Guardian Life Insurance
New York
$386K +$2.33K +28 +0.6%
CIA
1809
CSat Investment Advisory
Michigan
$386K +$101K +1,216 +39%
QSS
1810
Quantitative Systematic Strategies
Florida
$385K +$134K +1,615 +59%
FNBSF
1811
First National Bank Sioux Falls
South Dakota
$384K +$57.3K +690 +19%
TI
1812
Tidal Investments
Wisconsin
$383K +$101K +1,222 +39%
AWM
1813
Aevitas Wealth Management
Massachusetts
$380K +$34K +409 +11%
PFA
1814
Pathway Financial Advisors
Vermont
$379K +$49.8K +600 +16%
HIM
1815
Hotaling Investment Management
Pennsylvania
$378K +$33.6K +405 +10%
NB
1816
Nicolet Bankshares
Wisconsin
$377K +$3.32K +40 +0.9%
CSWG
1817
Cardinal Strategic Wealth Guidance
Kentucky
$377K +$353K +4,258 New
NPA
1818
Nichols & Pratt Advisers
Massachusetts
$376K -$178K -2,150 -34%
BWM
1819
Baystate Wealth Management
Massachusetts
$376K +$73.1K +881 +26%
SCCM
1820
Schafer Cullen Capital Management
New York
$375K – – –
RIG
1821
Roosevelt Investment Group
New York
$372K +$9.13K +110 +3%
EIG
1822
Ellenbecker Investment Group
Wisconsin
$370K -$8.14K -98 -2%
VC
1823
Veracity Capital
Georgia
$370K +$347K +4,176 New
MCIA
1824
Mountain Capital Investment Advisors
Colorado
$369K -$159K -1,918 -32%
CCM
1825
Canal Capital Management
Virginia
$369K -$46.7K -563 -12%
71 72
73
74 75