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AbbVie
ABBV

Name Holding Trade Value Shares
Change 		Change in
Stake
LCC
2301
Lincoln Capital Corp
Rhode Island
$313K – – –
FAFN
2302
First Affirmative Financial Network
Colorado
$312K +$330K +2,891 New
FOA
2303
Five Oceans Advisors
California
$312K +$331K +2,894 New
BPWM
2304
Badgley Phelps Wealth Managers
Washington
$311K +$330K +2,885 New
OCPWS
2305
One Charles Private Wealth Services
Massachusetts
$309K +$7.77K +68 +2%
PWA
2306
Phoenix Wealth Advisors
North Carolina
$309K +$28.6K +250 +10%
WAOI
2307
Wealth Advisors of Iowa
Iowa
$309K +$327K +2,860 New
FMT
2308
First Mercantile Trust
Tennessee
$309K +$327K +2,862 New
CAL
2309
Capital Advisors Ltd
Ohio
$308K +$147K +1,288 +82%
XT
2310
XTX Topco
Cayman Islands
$308K +$326K +2,857 New
TA
2311
Trellis Advisors
Washington
$307K +$2.86K +25 +0.9%
TC
2312
Trust Company
Kansas
$306K – – –
BA
2313
Ballast Advisors
Minnesota
$306K +$229 +2 +0.1%
LSC
2314
Lesa Sroufe & Co
Washington
$305K -$56K -490 -15%
IA
2315
IFG Advisors
Missouri
$305K – – –
AWM
2316
AllSquare Wealth Management
New York
$304K – – –
CG
2317
CFO4Life Group
Texas
$304K – – –
CCMD
2318
Cypress Capital Management (Delaware)
Delaware
$304K – – –
RHP
2319
Royal Harbor Partners
Texas
$304K +$5.71K +50 +2%
LI
2320
Lafayette Investments
Maryland
$303K – – –
TFCP
2321
Twin Focus Capital Partners
Massachusetts
$303K +$55.3K +484 +21%
AWG
2322
Altus Wealth Group
Colorado
$301K +$43.6K +382 +16%
VA
2323
Valmark Advisers
Ohio
$300K -$49.5K -433 -13%
SC
2324
Steph & Co
Wisconsin
$300K – – –
WFA
2325
Wellspring Financial Advisors
Ohio
$300K +$2.29K +20 +0.7%
91 92
93
94 95