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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
2576
Howard Financial Services
Texas
$222K +$10.1K +111 +5%
AWM
2577
Accel Wealth Management
Iowa
$222K +$11.5K +126 +5%
NRI
2578
NFP Retirement Inc
California
$222K -$13.1K -143 -6%
OWA
2579
Outlook Wealth Advisors
Texas
$222K +$2.46K +27 +1%
BFPW
2580
BOK Financial Private Wealth
Colorado
$222K -$370K -4,056 -62%
SFG
2581
Southern Financial Group
Alabama
$222K +$22.6K +248 +11%
MSA
2582
Marino Stram & Associates
Massachusetts
$222K +$18.7K +205 +9%
SI
2583
Saxon Interests
Texas
$221K -$22.2K -243 -9%
VIA
2584
Victrix Investment Advisors
Florida
$221K +$91 +1 +0%
LWA
2585
Lifelong Wealth Advisors
Minnesota
$221K -$1.73K -19 -0.8%
MW
2586
Members Wealth
Pennsylvania
$220K +$20.5K +225 +10%
OWM
2587
Orca Wealth Management
Florida
$220K -$12.3K -135 -5%
PCH
2588
PGIM Custom Harvest
New Jersey
$219K +$220K +2,410 New
GAM
2589
Gemmer Asset Management
California
$219K -$34K -372 -13%
BFC
2590
Bedel Financial Consulting
Indiana
$219K +$3.83K +42 +2%
VBFP
2591
Valtinson Bruner Financial Planning
Minnesota
$219K – – –
WP
2592
Wealthspan Partners
Iowa
$218K – – –
AF
2593
Affiance Financial
Minnesota
$218K – – –
KI
2594
KTF Investments
California
$218K – – –
LIA
2595
Lynx Investment Advisory
District of Columbia
$218K +$219K +2,400 New
FCG
2596
Fielder Capital Group
Tennessee
$218K +$219K +2,399 New
PP
2597
Patron Partners
Texas
$217K – – –
AIFAIM
2598
American Institute for Advanced Investment Management
Arizona
$217K -$27.8K -305 -11%
CISOA
2599
Capital Investment Services of America
Wisconsin
$217K -$10.5K -115 -5%
AMPWP
2600
Alvarez & Marsal Private Wealth Partners
Florida
$216K -$39.5K -433 -15%
102 103
104
105 106