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AbbVie
ABBV

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
2401
Thrive Wealth Management
Pennsylvania
$498K +$105K +723 +31%
HHGA
2402
Halbert Hargrove Global Advisors
California
$497K +$23.7K +163 +6%
EI
2403
Ellevest Inc
New York
$497K +$36.2K +249 +9%
LW
2404
Libra Wealth
California
$496K – – –
BAM
2405
Byrne Asset Management
New Jersey
$496K +$79.2K +545 +22%
GAG
2406
GM Advisory Group
New York
$495K – – –
WP
2407
Wealthspan Partners
Iowa
$495K +$1.16K +8 +0.3%
MAM
2408
McLean Asset Management
Virginia
$491K -$14.1K -97 -3%
ACM
2409
Ategra Capital Management
Virginia
$491K – – –
SCA
2410
St. Clair Advisors
Ohio
$489K – – –
OCM
2411
Osterweis Capital Management
California
$488K – – –
ACM
2412
Anfield Capital Management
California
$488K +$437K +3,011 New
D
2413
Diversified
Delaware
$486K -$23.5K -162 -5%
SFP
2414
Sweet Financial Partners
Minnesota
$485K +$89.8K +618 +26%
OWA
2415
Octavia Wealth Advisors
Ohio
$484K -$5.38K -37 -1%
OCPWS
2416
One Charles Private Wealth Services
Massachusetts
$484K +$75.8K +522 +21%
MPCG
2417
Matrix Private Capital Group
New York
$483K +$20.8K +143 +5%
MC
2418
Machina Capital
France
$483K +$432K +2,977 New
TCOK
2419
Trust Company of Kansas
Kansas
$482K -$5.08K -35 -1%
OA
2420
Oak Associates
Ohio
$482K – – –
TFCP
2421
Twin Focus Capital Partners
Massachusetts
$482K +$12.3K +85 +3%
DWM
2422
Drive Wealth Management
Utah
$479K +$64.5K +444 +18%
SMF
2423
Sterling Manor Financial
New York
$478K -$89.8K -618 -17%
KFS
2424
Kaizen Financial Strategies
California
$478K -$25.6K -176 -6%
EGM
2425
Engineers Gate Manager
New York
$473K -$2M -13,757 -83%
95 96
97
98 99