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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
BFC
2576
Bedel Financial Consulting
Indiana
$219K +$3.83K +42 +2%
VBFP
2577
Valtinson Bruner Financial Planning
Minnesota
$219K – – –
WP
2578
Wealthspan Partners
Iowa
$218K – – –
AF
2579
Affiance Financial
Minnesota
$218K – – –
KI
2580
KTF Investments
California
$218K – – –
LIA
2581
Lynx Investment Advisory
District of Columbia
$218K +$219K +2,400 New
FCG
2582
Fielder Capital Group
Tennessee
$218K +$219K +2,399 New
PP
2583
Patron Partners
Texas
$217K – – –
AIFAIM
2584
American Institute for Advanced Investment Management
Arizona
$217K -$27.8K -305 -11%
CISOA
2585
Capital Investment Services of America
Wisconsin
$217K -$10.5K -115 -5%
AMPWP
2586
Alvarez & Marsal Private Wealth Partners
Florida
$216K -$39.5K -433 -15%
GHA
2587
Granite Harbor Advisors
Texas
$216K +$1.55K +17 +0.7%
AWS
2588
Aspen Wealth Strategies
Colorado
$216K – – –
KCIC
2589
Kuhn & Co Investment Counsel
Illinois
$216K +$3.1K +34 +1%
MAM
2590
Mainsail Asset Management
Alabama
$215K +$195K +2,140 New
WH
2591
Willner & Heller
California
$215K -$348K -3,810 -62%
MCA
2592
McGuire Capital Advisors
Oklahoma
$215K -$6.75K -74 -3%
SSW
2593
Smith Shellnut Wilson
Mississippi
$215K -$24.5K -268 -10%
HCM
2594
Hutchinson Capital Management
California
$214K +$215K +2,360 New
RWS
2595
Resolute Wealth Strategies
Mississippi
$213K +$18.9K +207 +10%
BAM
2596
Beaumont Asset Management
Texas
$213K – – –
FMN
2597
Financial Management Network
California
$213K +$1.37K +15 +0.7%
GAM
2598
GEM Asset Management
Michigan
$212K -$118K -1,293 -36%
LA
2599
LM Advisors
California
$212K +$191K +2,091 +868%
JESC
2600
J.E. Simmons & Co
Texas
$212K -$5.48K -60 -3%
102 103
104
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