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AbbVie
ABBV

Name Holding Trade Value Shares
Change 		Change in
Stake
JGGDR
2026
JGP Global Gestao de Recursos
Brazil
$497K -$6.92K -72 -2%
SWRP
2027
Summit Wealth & Retirement Planning
California
$496K – – –
AFM
2028
Andesa Financial Management
Pennsylvania
$496K +$15.8K +164 +4%
FC
2029
Fulcrum Capital
Washington
$494K +$443K +4,608 New
ESBC
2030
E.S. Barr & Co
Kentucky
$493K – – –
CWC
2031
Carolinas Wealth Consulting
North Carolina
$493K +$80.5K +838 +22%
GDP
2032
Great Diamond Partners
Maine
$492K -$4.8K -50 -1%
HWA
2033
Heritage Wealth Advisors
Virginia
$492K +$1.25K +13 +0.3%
UIA
2034
UBP Investment Advisors
Switzerland
$492K +$8.36K +87 +2%
AA
2035
Argent Advisors
Louisiana
$491K +$33.6K +350 +8%
LFA
2036
Legacy Financial Advisors
Kentucky
$491K +$39.9K +415 +10%
ED
2037
Exane Derivatives
France
$489K -$608K -6,329 -58%
AAP
2038
Arax Advisory Partners
Colorado
$489K +$11K +114 +3%
RCG
2039
Rock Creek Group
District of Columbia
$488K -$429K -4,463 -50%
EPM
2040
Equitec Proprietary Markets
Illinois
$487K +$42.5K +442 +11%
M
2041
Mirova
France
$487K +$309K +3,219 +242%
EDRH
2042
Edmond de Rothschild Holding
Switzerland
$486K -$83.2K -866 -16%
TWI
2043
Thomas White International
Illinois
$486K – – –
TFF
2044
The Family Firm
Maryland
$484K +$20K +208 +5%
KLWA
2045
Kelly Lawrence W & Associates
California
$481K -$1.12M -11,660 -72%
CPSC
2046
Carl P. Sherr & Co
Massachusetts
$481K +$2.02K +21 +0.5%
AIM
2047
Axiom Investment Management
New York
$480K -$871K -9,065 -94%
FA
2048
Financial Advisors
Massachusetts
$480K -$12K -125 -3%
GL
2049
Graypoint LLC
New York
$480K +$68.2K +710 +19%
ORI
2050
Oak Ridge Investments
Illinois
$479K – – –
80 81
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