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AbbVie
ABBV

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
2026
Focused Wealth Management
New York
$1.15M +$36.4K +211 +3%
MWA
2027
Monograph Wealth Advisors
California
$1.15M +$1.09M +6,304 New
HBT
2028
Heartland Bank & Trust
Illinois
$1.15M -$7.41K -43 -0.7%
ML
2029
Mayport LLC
Massachusetts
$1.15M -$443K -2,568 -29%
JSL
2030
JT Stratford LLC
Georgia
$1.15M +$9.48K +55 +0.9%
KWM
2031
Kolinsky Wealth Management
New Jersey
$1.15M +$91.2K +529 +9%
D
2032
Diversified
Delaware
$1.14M +$26.2K +152 +2%
KP
2033
Keel Point
Alabama
$1.14M +$76.7K +445 +8%
MCM
2034
Marathon Capital Management
Maryland
$1.13M -$8.62K -50 -0.8%
VA
2035
Valmark Advisers
Ohio
$1.13M -$21.5K -125 -2%
DA
2036
Doliver Advisors
Texas
$1.12M -$1.38K -8 -0.1%
C
2037
Certuity
Florida
$1.12M -$477K -2,768 -31%
WPA
2038
Winning Points Advisors
Florida
$1.12M – – –
KS
2039
Karpas Strategies
Connecticut
$1.12M – – –
WBCM
2040
Wilson & Boucher Capital Management
California
$1.12M -$42.2K -245 -4%
W
2041
Wealthquest
Ohio
$1.12M -$148K -857 -12%
AF
2042
Arrow Financial
New York
$1.12M -$27.6K -160 -3%
FNBSF
2043
First National Bank Sioux Falls
South Dakota
$1.11M -$17.2K -100 -2%
MLA
2044
My Legacy Advisors
Oregon
$1.11M +$3.45K +20 +0.3%
BFPW
2045
BOK Financial Private Wealth
Colorado
$1.11M +$60.7K +352 +6%
CP
2046
Capital Planning
Washington
$1.11M +$161K +934 +18%
JSW
2047
Journey Strategic Wealth
New Jersey
$1.11M +$682K +3,956 +186%
EWA
2048
EverSource Wealth Advisors
Alabama
$1.11M +$335K +1,943 +40%
FNT
2049
First Nebraska Trust
Nebraska
$1.11M +$42.2K +245 +4%
PWM
2050
Prentice Wealth Management
New York
$1.1M +$36.5K +212 +4%
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