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AbbVie
ABBV

Name Holding Trade Value Shares
Change 		Change in
Stake
WFAG
2026
Worth Financial Advisory Group
North Carolina
$945K +$584K +3,823 +182%
B
2027
Bridgeworth
Alabama
$945K -$54.6K -357 -6%
RPWA
2028
Regent Peak Wealth Advisors
Georgia
$944K -$15K -98 -2%
CWP
2029
Concord Wealth Partners
Virginia
$944K +$622K +4,066 +219%
GD
2030
Grandfield & Dodd
New York
$942K – – –
PSC
2031
Prentiss Smith & Co
Vermont
$942K – – –
PCS
2032
Personal CFO Solutions
New Jersey
$941K +$48.8K +319 +6%
PIN
2033
Prudent Investors Network
California
$939K – – –
CFA
2034
CWS Financial Advisors
Michigan
$937K +$64.2K +420 +8%
RWMG
2035
Redwood Wealth Management Group
New Jersey
$936K +$27.1K +177 +3%
CL
2036
COWA LLC
Oklahoma
$933K -$30.6K -200 -3%
BMC
2037
Benin Management Corp
Connecticut
$932K – – –
APWM
2038
Atlas Private Wealth Management
New York
$931K +$8.87K +58 +1%
CFA
2039
Compass Financial Advisors
Indiana
$929K +$917 +6 +0.1%
KWM
2040
Kolinsky Wealth Management
New Jersey
$929K -$2.9K -19 -0.3%
LSIA
2041
LaSalle St. Investment Advisors
Illinois
$929K +$247K +1,618 +38%
CHP
2042
Cable Hill Partners
Oregon
$927K -$177K -1,160 -17%
TF
2043
Trek Financial
Arizona
$926K +$264K +1,724 +42%
SIC
2044
Samalin Investment Counsel
New York
$925K -$2.29K -15 -0.3%
6F
2045
626 Financial
Michigan
$924K – – –
AFM
2046
Andesa Financial Management
Pennsylvania
$919K +$129K +845 +17%
IWP
2047
Insight Wealth Partners
Texas
$918K +$881K +5,762 New
SBWIC
2048
Schaper Benz & Wise Investment Counsel
Wisconsin
$917K -$37.5K -245 -4%
DFG
2049
Delta Financial Group
New Jersey
$917K +$10.4K +68 +1%
BFG
2050
Berger Financial Group
Minnesota
$915K +$68.6K +449 +8%
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