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AbbVie
ABBV

Name Holding Trade Value Shares
Change 		Change in
Stake
PPG
2026
Peak Planning Group
Colorado
$1,000K +$194K +1,263 +26%
LHC
2027
Little House Capital
Massachusetts
$996K +$30.8K +201 +3%
TPW
2028
Transatlantique Private Wealth
New York
$996K -$9.2K -60 -1%
ABLA
2029
Alan B. Lancz & Associates
Ohio
$994K – – –
MIH
2030
Meitav Investment House
Israel
$993K – – –
KS
2031
Karpas Strategies
Connecticut
$993K – – –
CBT
2032
CoreFirst Bank & Trust
Kansas
$991K -$2.61K -17 -0.3%
ALAM
2033
Asahi Life Asset Management
Japan
$990K -$41.4K -270 -4%
GA
2034
Geller Advisors
New York
$989K -$514K -3,351 -35%
PCP
2035
Proficio Capital Partners
Massachusetts
$987K +$112K +733 +14%
BCM
2036
Basso Capital Management
Connecticut
$986K +$935K +6,100 New
LSA
2037
Lansing Street Advisors
Pennsylvania
$982K +$20.2K +132 +2%
NERM
2038
New England Research & Management
Illinois
$979K -$471K -3,075 -34%
CL
2039
COWA LLC
Oklahoma
$979K – – –
MA
2040
MBA Advisors
Pennsylvania
$978K +$30.4K +198 +3%
SQA
2041
Simon Quick Advisors
New Jersey
$974K +$263K +1,717 +40%
RPWA
2042
Regent Peak Wealth Advisors
Georgia
$974K +$7.21K +47 +0.8%
FC
2043
Financial Council
Maryland
$971K – – –
CPA
2044
Cardiff Park Advisors
California
$971K -$128K -834 -12%
PFGIA
2045
Patriot Financial Group Insurance Agency
Massachusetts
$971K +$3.83K +25 +0.4%
SBWIC
2046
Schaper Benz & Wise Investment Counsel
Wisconsin
$970K -$54.4K -355 -6%
EVM
2047
Evelyn V. Moreno
$963K -$26.8K -175 -3%
WR
2048
WD Rutherford
Oregon
$963K – – –
W
2049
Wealthquest
Ohio
$958K +$613 +4 +0.1%
AWM
2050
Angeles Wealth Management
California
$956K +$126K +821 +16%
80 81
82
83 84