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AbbVie
ABBV

Name Holding Trade Value Shares
Change 		Change in
Stake
CFSG
2026
Community Financial Services Group
Vermont
$327K – – –
CG
2027
Corundum Group
Colorado
$327K +$21.7K +231 +7%
IWA
2028
Intercontinental Wealth Advisors
Texas
$326K +$64.8K +688 +23%
EGA
2029
E&G Advisors
Texas
$325K -$51.4K -546 -13%
WIM
2030
Westside Investment Management
California
$323K +$447K +4,751 +34%
OFW
2031
Omnia Family Wealth
Florida
$323K – – –
PIMG
2032
Patriot Investment Management Group
Tennessee
$323K +$6.21K +66 +2%
AIS
2033
AM Investment Strategies
Tennessee
$322K +$346K +3,676 New
UTC
2034
Unified Trust Company
Kentucky
$321K -$28.2K -300 -8%
ODCM
2035
Old Dominion Capital Management
Virginia
$321K – – –
MWM
2036
Modera Wealth Management
New Jersey
$321K +$1.7K +18 +0.5%
GCA
2037
Greenwood Capital Associates
South Carolina
$320K +$343K +3,648 New
SBWIC
2038
Schaper Benz & Wise Investment Counsel
Wisconsin
$319K -$65.9K -700 -16%
POIA
2039
Pin Oak Investment Advisors
Texas
$319K – – –
CCM
2040
Cribstone Capital Management
Maine
$318K -$282 -3 -0.1%
PFS
2041
Physicians Financial Services
North Carolina
$318K – – –
XS
2042
XR Securities
Illinois
$318K +$342K +3,630 New
AW
2043
Alpha Windward
Massachusetts
$317K +$28.8K +306 +9%
GWM
2044
Gray Wealth Management
Maine
$316K +$106K +1,128 +46%
22CM
2045
20/20 Capital Management
California
$315K -$2.82K -30 -0.8%
DW
2046
Domani Wealth
Pennsylvania
$315K +$34.7K +369 +11%
DCM
2047
Driehaus Capital Management
Illinois
$314K +$89.2K +947 +36%
SIM
2048
SSI Investment Management
California
$313K -$9.41K -100 -3%
CSA
2049
Cottage Street Advisors
Massachusetts
$312K +$39.4K +418 +13%
LIM
2050
Lathrop Investment Management
Arkansas
$311K -$9.41K -100 -3%
80 81
82
83 84