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AbbVie
ABBV

Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
1801
Evanson Asset Management
California
$825K +$5.49K +48 +0.7%
GWCM
1802
Godshalk Welsh Capital Management
Pennsylvania
$823K – – –
IF
1803
IRON Financial
Illinois
$822K +$131K +1,146 +18%
KPW
1804
Kore Private Wealth
New York
$821K -$23.2K -203 -3%
PP
1805
Professional Planning
California
$820K +$53.9K +472 +7%
MIM
1806
Merrion Investment Management
New Jersey
$819K -$503K -4,400 -37%
MA
1807
MCF Advisors
Kentucky
$818K +$36.8K +322 +4%
SJIM
1808
St. Johns Investment Management
Florida
$818K +$37.7K +330 +5%
ERWM
1809
Elk River Wealth Management
Colorado
$815K -$20.3K -178 -2%
MWM
1810
Modera Wealth Management
New Jersey
$815K +$52.2K +457 +6%
AG
1811
AIA Group
Hong Kong
$814K -$769K -6,733 -47%
APW
1812
Acima Private Wealth
Virginia
$810K – – –
WC
1813
Whitney & Co
New York
$806K -$25.7K -225 -3%
MFW
1814
Mosaic Family Wealth
Missouri
$805K +$153K +1,336 +22%
RWMH
1815
Riverpoint Wealth Management Holdings
Illinois
$802K +$6.74K +59 +0.8%
KPCM
1816
Kings Point Capital Management
New York
$802K +$74.8K +655 +10%
EWM
1817
EPG Wealth Management
Georgia
$800K +$115K +1,010 +16%
HBT
1818
Hills Bank & Trust
Iowa
$793K +$67.4K +590 +9%
GIA
1819
GHP Investment Advisors
Colorado
$792K -$30.9K -270 -4%
AL
1820
Aspiriant LLC
California
$791K -$686 -6 -0.1%
RC
1821
Reik & Co
New York
$791K – – –
AF
1822
Allworth Financial
California
$791K +$153K +1,341 +22%
SMG
1823
Spectrum Management Group
Indiana
$785K +$34.6K +303 +4%
TAM
1824
Trillium Asset Management
Massachusetts
$785K +$69.7K +610 +9%
HI
1825
HBK Investments
Texas
$784K +$831K +7,271 New
71 72
73
74 75