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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
CWMK
2551
Caliber Wealth Management (Kansas)
Kansas
$328K -$48.6K -370 -13%
BAM
2552
Beaumont Asset Management
Texas
$327K +$1.44K +11 +0.5%
EB
2553
Exchange Bank
California
$327K +$125K +956 +64%
VBFP
2554
Valtinson Bruner Financial Planning
Minnesota
$327K +$4.07K +31 +1%
IWN
2555
Independent Wealth Network
Iowa
$326K -$11.2K -85 -3%
HKIMG
2556
Hutchens & Kramer Investment Management Group
Indiana
$326K +$131 +1 +0%
CMP
2557
Coston McIsaac & Partners
Maine
$325K +$3.02K +23 +1%
RL
2558
Rogco LP
Oklahoma
$325K +$318K +2,426 New
PWM
2559
Paulson Wealth Management
Illinois
$324K +$55.5K +423 +21%
AWS
2560
Aspen Wealth Strategies
Colorado
$324K – – –
EFP
2561
EnRich Financial Partners
Wisconsin
$322K +$316K +2,406 New
APG
2562
Abacus Planning Group
South Carolina
$322K -$186K -1,420 -37%
PFGIA
2563
Patriot Financial Group Insurance Agency
Massachusetts
$321K +$2.76K +21 +0.9%
RAM
2564
RWC Asset Management
United Kingdom
$321K +$87.6K +667 +39%
BAM
2565
BOS Asset Management
Illinois
$319K +$6.3K +48 +2%
AA
2566
Argent Advisors
Louisiana
$319K +$89.5K +682 +40%
SFWA
2567
Summit Financial Wealth Advisors
Louisiana
$319K +$32.9K +251 +12%
CICI
2568
Capital Investment Counsel Inc
North Carolina
$318K -$68.9K -525 -18%
AF
2569
Alerus Financial
North Dakota
$318K +$9.71K +74 +3%
BWA
2570
BlueChip Wealth Advisors
Georgia
$318K +$312K +2,376 New
CIA
2571
Cascade Investment Advisors
Oregon
$318K +$9.45K +72 +3%
4WM
2572
49 Wealth Management
Texas
$317K -$190K -1,451 -38%
CWS
2573
Cypress Wealth Services
California
$317K -$394 -3 -0.1%
CWM
2574
Chemistry Wealth Management
New York
$317K – – –
TFA
2575
Trinity Financial Advisors
Ohio
$316K +$38.2K +291 +14%
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