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AbbVie
ABBV

Name Holding Trade Value Shares
Change 		Change in
Stake
JSW
2251
Journey Strategic Wealth
New Jersey
$548K +$478K +4,047 New
PFA
2252
Pathway Financial Advisors
Vermont
$546K +$471K +3,987 New
AI
2253
AXS Investments
New York
$546K +$477K +4,035 New
GCM
2254
G2 Capital Management
Ohio
$545K +$476K +4,026 New
ISWM
2255
Independent Solutions Wealth Management
New York
$545K +$8.86K +75 +2%
GAM
2256
Gemmer Asset Management
California
$544K +$33.2K +281 +8%
KOC
2257
Koss-Olinger Consulting
Florida
$544K +$39.7K +336 +9%
ASBI
2258
American State Bank (Iowa)
Iowa
$543K -$7.09K -60 -1%
CAM
2259
CenterStar Asset Management
Illinois
$543K – – –
FCB
2260
First Command Bank
Texas
$543K – – –
TC
2261
Tsai Capital
New York
$542K – – –
IAG
2262
Investment Advisory Group
Massachusetts
$542K +$449K +3,798 New
TIM
2263
Tevis Investment Management
Texas
$542K +$473K +4,000 New
AP
2264
Adero Partners
California
$541K +$43K +364 +10%
LFA
2265
Legacy Financial Advisors
Kentucky
$540K +$25.2K +213 +6%
WMP
2266
Wealth Management Partners
Arizona
$540K +$80.3K +680 +20%
BFG
2267
Berger Financial Group
Minnesota
$539K +$99.5K +842 +27%
SICM
2268
Sustainable Insight Capital Management
New York
$537K -$78.6K -665 -14%
NC
2269
NinePointTwo Capital
California
$537K – – –
BTIM
2270
BancFirst Trust & Investment Management
Oklahoma
$537K +$468K +3,965 New
FC
2271
FORA Capital
Florida
$537K +$469K +3,968 New
KIG
2272
Kowal Investment Group
Wisconsin
$536K +$27.1K +229 +6%
SL
2273
Salomon & Ludwin
Virginia
$536K +$467K +3,957 New
PPG
2274
Peak Planning Group
Colorado
$534K +$19.4K +164 +4%
WAG
2275
Winthrop Advisory Group
Massachusetts
$533K +$1.3K +11 +0.3%
89 90
91
92 93