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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
2501
Westside Investment Management
California
$16.4K +$15.9K +134 +5%
TCCM
2502
Timber Creek Capital Management
Massachusetts
$13K -$14.8K -125 -52%
DWA
2503
Dougherty Wealth Advisers
Minnesota
$12K – – –
HWM
2504
Holloway Wealth Management
Florida
$12K – – –
SWP
2505
ShoreHaven Wealth Partners
New Jersey
$12K +$118 +1 +1%
FA
2506
Financial Advantage
Maryland
$11K – – –
CAM
2507
ClariVest Asset Management
California
$11K +$11.1K +94 New
RWM
2508
RBA Wealth Management
California
$10.8K +$10.7K +90 New
AW
2509
Avion Wealth
Texas
$9K – – –
TJHA
2510
Thomas J. Herzfeld Advisors
Florida
$9K – – –
LWP
2511
Laurel Wealth Planning
Minnesota
$7K – – –
NFSG
2512
Newbridge Financial Services Group
Florida
$7K +$4.86K +41 +273%
ACM
2513
AUA Capital Management
Pennsylvania
$6K – – –
CWA
2514
Carolina Wealth Advisors
South Carolina
$6K – – –
WAS
2515
Winch Advisory Services
Wisconsin
$6K – – –
EWM
2516
Edge Wealth Management
New York
$6K +$5.45K +46 New
WLPWM
2517
Walled Lake Planning & Wealth Management
Illinois
$5K – – –
EAM
2518
Eukles Asset Management
Ohio
$5K +$4.74K +40 New
LWP
2519
Lumature Wealth Partners
Georgia
$5K +$4.74K +40 New
MFT
2520
Moisand Fitzgerald Tamayo
Florida
$4K -$7.82K -66 -65%
RDFA
2521
Ritter Daniher Financial Advisory
Ohio
$4K – – –
RBC
2522
Roble Belko & Company
Pennsylvania
$4K – – –
CIA
2523
CSat Investment Advisory
Michigan
$4K +$474 +4 +15%
GG
2524
Gleason Group
Kentucky
$3K +$118 +1 +4%
MAWCM
2525
Mine & Arao Wealth Creation & Management
California
$2K – – –
99 100
101
102 103