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AbbVie
ABBV

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2026
Altavista Wealth Management
North Carolina
$577K – – –
BCA
2027
Bray Capital Advisors
Florida
$576K -$11.5K -102 -2%
RB
2028
Renasant Bank
Mississippi
$576K +$4.5K +40 +0.8%
FA
2029
Fiducient Advisors
Illinois
$575K -$15.8K -140 -3%
CI
2030
Ceera Investments
Texas
$574K +$157K +1,392 +38%
GSEP
2031
Golden State Equity Partners
California
$574K +$574K +5,100 New
BWM
2032
BCS Wealth Management
Tennessee
$573K -$242K -2,151 -30%
NFGCM
2033
Norman Fields Gottscho Capital Management
New York
$573K -$13.5K -120 -2%
RZH
2034
Relyea Zuckerberg Hanson
Connecticut
$568K +$13.7K +122 +2%
MWM
2035
MBE Wealth Management
Wisconsin
$564K +$10.4K +92 +2%
WP
2036
WealthShield Partners
North Carolina
$564K +$50.5K +448 +10%
LAM
2037
L2 Asset Management
Massachusetts
$560K -$137K -1,217 -20%
MFG
2038
Magnus Financial Group
New York
$560K +$31.6K +281 +6%
KA
2039
Klingman & Associates
New York
$558K +$8.67K +77 +2%
RVM
2040
Robinson Value Management
Texas
$557K – – –
PWAG
2041
Polaris Wealth Advisory Group
California
$556K +$85.8K +762 +19%
EL
2042
EMFO LLC
Florida
$555K +$555K +4,930 New
CPWA
2043
Cerro Pacific Wealth Advisors
California
$554K +$554K +4,915 New
FA
2044
Financial Advisors
Massachusetts
$553K -$11.3K -100 -2%
SC
2045
Skylands Capital
Wisconsin
$552K -$191K -1,700 -26%
BWP
2046
Baldwin Wealth Partners
Massachusetts
$552K – – –
CAL
2047
Capital Analysts LLC
Pennsylvania
$549K -$192K -1,702 -26%
DFCM
2048
Dark Forest Capital Management
Puerto Rico
$549K +$549K +4,878 New
GSWM
2049
Golden State Wealth Management
California
$547K -$30.5K -271 -5%
RIG
2050
Renaissance Investment Group
Massachusetts
$546K -$19.7K -175 -3%
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