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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
2476
Tanager Wealth Management
United Kingdom
$237K – – –
WCM
2477
Wisconsin Capital Management
Wisconsin
$237K – – –
GSWM
2478
Golden State Wealth Management
California
$236K -$544K -4,392 -69%
CG
2479
CFO4Life Group
Texas
$236K -$65.8K -531 -21%
SFCL
2480
Strengthening Families & Communities LLC
Massachusetts
$236K -$1.49K -12 -0.6%
ANB
2481
Amarillo National Bank
Texas
$236K – – –
CPSC
2482
Carl P. Sherr & Co
Massachusetts
$236K – – –
CI
2483
Carroll Investors
South Carolina
$236K – – –
MIM
2484
Merrion Investment Management
New Jersey
$236K – – –
PAIM
2485
Punch & Associates Investment Management
Minnesota
$236K +$3.6K +29 +1%
OBWG
2486
Onyx Bridge Wealth Group
New York
$236K +$12.4K +100 +5%
CICI
2487
Capital Investment Counsel Inc
North Carolina
$236K +$65.1K +525 +36%
GA
2488
Greytown Advisors
Florida
$235K -$422K -3,404 -63%
AG
2489
AlphaSimPlex Group
Massachusetts
$235K +$246K +1,987 New
EMG
2490
ETF Managers Group
New Jersey
$234K -$125K -1,010 -34%
BI
2491
Blooom Inc
Kansas
$233K +$15.5K +125 +7%
AWA
2492
Amplius Wealth Advisors
Pennsylvania
$232K +$63.1K +509 +35%
AWA
2493
AmeriServ Wealth Advisors
Pennsylvania
$231K – – –
FFG
2494
Frisch Financial Group
New York
$231K +$744 +6 +0.3%
CGH
2495
CMG Global Holdings
Texas
$230K -$19.2K -155 -7%
FMP
2496
Financial Management Professionals
Texas
$230K -$992 -8 -0.4%
IAS
2497
IMA Advisory Services
Colorado
$230K – – –
LF
2498
LifeSteps Financial
California
$230K – – –
PFG
2499
Pinnacle Financial Group
Illinois
$230K – – –
CCP
2500
Carmel Capital Partners
California
$230K +$11.8K +95 +5%
98 99
100
101 102