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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
FI
2551
Finivi Inc
Massachusetts
$225K +$28.7K +314 +15%
FLFS
2552
Family Legacy Financial Solutions
North Carolina
$225K +$215K +2,355 New
LWM
2553
Lakeridge Wealth Management
Ohio
$225K +$2.74K +30 +1%
ACM
2554
Aljian Capital Management
Nevada
$224K -$249K -2,725 -52%
BTC
2555
Bank & Trust Company
Illinois
$224K – – –
TW
2556
Tempo Wealth
Ohio
$223K +$913 +10 +0.4%
ORAM
2557
One River Asset Management
Connecticut
$223K +$23.1K +253 +11%
IA
2558
IFG Advisors
Missouri
$223K – – –
SWGC
2559
Summit Wealth Group (Colorado)
Colorado
$223K -$62.2K -682 -22%
HFS
2560
Howard Financial Services
Texas
$222K +$10.1K +111 +5%
AWM
2561
Accel Wealth Management
Iowa
$222K +$11.5K +126 +5%
NRI
2562
NFP Retirement Inc
California
$222K -$13.1K -143 -6%
OWA
2563
Outlook Wealth Advisors
Texas
$222K +$2.46K +27 +1%
BFPW
2564
BOK Financial Private Wealth
Colorado
$222K -$370K -4,056 -62%
SFG
2565
Southern Financial Group
Alabama
$222K +$22.6K +248 +11%
MSA
2566
Marino Stram & Associates
Massachusetts
$222K +$18.7K +205 +9%
SI
2567
Saxon Interests
Texas
$221K -$22.2K -243 -9%
VIA
2568
Victrix Investment Advisors
Florida
$221K +$91 +1 +0%
LWA
2569
Lifelong Wealth Advisors
Minnesota
$221K -$1.73K -19 -0.8%
MW
2570
Members Wealth
Pennsylvania
$220K +$20.5K +225 +10%
OWM
2571
Orca Wealth Management
Florida
$220K -$12.3K -135 -5%
PCH
2572
PGIM Custom Harvest
New Jersey
$219K +$220K +2,410 New
GAM
2573
Gemmer Asset Management
California
$219K -$34K -372 -13%
BFC
2574
Bedel Financial Consulting
Indiana
$219K +$3.83K +42 +2%
VBFP
2575
Valtinson Bruner Financial Planning
Minnesota
$219K – – –
101 102
103
104 105