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AbbVie
ABBV

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1951
Traynor Capital Management
Pennsylvania
$454K +$39.5K +449 +11%
GDP
1952
Great Diamond Partners
Maine
$453K +$1.94K +22 +0.5%
LSPW
1953
Lake Street Private Wealth
Illinois
$452K -$50.2K -570 -11%
FA
1954
Financial Advisors
Massachusetts
$452K – – –
ESBC
1955
E.S. Barr & Co
Kentucky
$451K – – –
AIM
1956
Avity Investment Management
Connecticut
$451K +$264 +3 +0.1%
QPWM
1957
Quadrant Private Wealth Management
Pennsylvania
$451K +$77.7K +882 +24%
HWA
1958
Heritage Wealth Advisors
Virginia
$449K -$31.4K -357 -7%
FC
1959
Ferris Capital
Massachusetts
$449K +$403K +4,575 New
BFPW
1960
BOK Financial Private Wealth
Colorado
$448K +$49.3K +560 +14%
LF
1961
LifeSteps Financial
California
$448K +$94.4K +1,072 +31%
ECG
1962
Edge Capital Group
Georgia
$447K -$31.3K -356 -7%
TWI
1963
Thomas White International
Illinois
$446K – – –
GAAM
1964
Guinness Atkinson Asset Management
California
$444K – – –
ORI
1965
Oak Ridge Investments
Illinois
$442K -$7.48K -85 -2%
CCM
1966
Chilton Capital Management
Texas
$441K -$13.1K -149 -3%
RPWA
1967
Regent Peak Wealth Advisors
Georgia
$440K +$16.9K +192 +4%
MA
1968
MONECO Advisors
Connecticut
$440K +$25K +284 +7%
UIA
1969
UBP Investment Advisors
Switzerland
$440K +$88K +1,000 +29%
CPSC
1970
Carl P. Sherr & Co
Massachusetts
$439K – – –
CCB
1971
Cutter & Co Brokerage
Missouri
$438K +$72.5K +824 +23%
RBFC
1972
Roman Butler Fullerton & Co
Missouri
$438K +$88.8K +1,008 +29%
SW
1973
SkyOak Wealth
Michigan
$438K +$99.7K +1,132 +34%
WRM
1974
Weybosset Research & Management
Rhode Island
$437K – – –
DMC
1975
Drexel Morgan & Co
Pennsylvania
$436K – – –
77 78
79
80 81