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AbbVie
ABBV

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
2426
Octavia Wealth Advisors
Ohio
$410K -$20.9K -177 -6%
ACM
2427
Ategra Capital Management
Virginia
$410K – – –
SCA
2428
St. Clair Advisors
Ohio
$409K -$38K -322 -10%
PP
2429
Pegasus Partners
Wisconsin
$408K -$660K -5,587 -65%
OCM
2430
Osterweis Capital Management
California
$408K – – –
LI
2431
Lafayette Investments
Maryland
$408K +$23.6K +200 +7%
EWM
2432
Endowment Wealth Management
Wisconsin
$408K +$356K +3,014 New
TCOK
2433
Trust Company of Kansas
Kansas
$407K -$21.9K -185 -6%
NW
2434
NewEdge Wealth
Pennsylvania
$406K +$70.8K +599 +25%
VA
2435
Valmark Advisers
Ohio
$405K +$24.6K +208 +7%
IP
2436
Ignite Planners
California
$404K +$350K +2,964 New
CBOR
2437
Community Bank of Raymore
Missouri
$403K – – –
OA
2438
Oak Associates
Ohio
$403K – – –
SCA
2439
STALEY CAPITAL ADVISERS
Pennsylvania
$401K – – –
AWM
2440
Accel Wealth Management
Iowa
$400K +$77K +652 +28%
SAS
2441
Sanford Advisory Services
Michigan
$399K +$473 +4 +0.1%
ARMC
2442
American Research & Management Company
Massachusetts
$397K +$2.6K +22 +0.8%
FAFN
2443
First Affirmative Financial Network
Colorado
$397K +$5.08K +43 +1%
GIM
2444
Greenwich Investment Management
Connecticut
$397K +$346K +2,932 New
HWMG
2445
Hurlow Wealth Management Group
Indiana
$395K – – –
IF
2446
Ironwood Financial
Arizona
$394K – – –
AG
2447
Ascent Group
Virginia
$394K +$353K +2,985 New
LCC
2448
Lincoln Capital Corp
Rhode Island
$393K – – –
HHGA
2449
Halbert Hargrove Global Advisors
California
$393K +$22K +186 +7%
BFAG
2450
Blackston Financial Advisory Group
Florida
$393K +$342K +2,899 New
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98
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