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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
CPG
2601
Cornerstone Planning Group
New Jersey
$44K +$21.1K +201 +79%
TWP
2602
TFO Wealth Partners
Ohio
$43.6K +$420 +4 +1%
CTWM
2603
Cherry Tree Wealth Management
Minnesota
$43.3K -$840 -8 -2%
RWM
2604
Ruedi Wealth Management
Illinois
$41.6K – – –
SFFS
2605
Stonehage Fleming Financial Services
Jersey
$39.8K +$43.2K +411 New
CWM
2606
CarsonAllaria Wealth Management
Illinois
$36.3K -$2.21K -21 -5%
FSWA
2607
Financial Synergies Wealth Advisors
Texas
$36.2K – – –
PCFFS
2608
Pacific Center for Financial Services
California
$35.8K – – –
OLVIG
2609
Oliver Lagore Vanvalin Investment Group
Michigan
$35.7K – – –
SC
2610
Stephens Consulting
Michigan
$35.5K -$6.62K -63 -15%
JMF
2611
Johnson Midwest Financial
Iowa
$35.3K +$210 +2 +0.6%
WTG
2612
West Tower Group
Virginia
$34.8K +$37.7K +359 New
LIM
2613
Lagoda Investment Management
New York
$32.9K – – –
SA
2614
SRH Advisors
Kansas
$31.9K – – –
IWP
2615
IAG Wealth Partners
Wisconsin
$30.4K -$7.88K -75 -19%
PP
2616
PFS Partners
New Jersey
$29.8K – – –
FIM
2617
FWL Investment Management
Texas
$29.1K +$31.5K +300 New
CFS
2618
CGC Financial Services
Oregon
$28.9K – – –
HWP
2619
Highline Wealth Partners
California
$28K +$6.93K +66 +30%
RWM
2620
Raffa Wealth Management
District of Columbia
$27.8K – – –
HF
2621
Halpern Financial
Virginia
$26K +$28.1K +268 New
LFA
2622
LGT Financial Advisors
Texas
$25.8K +$28K +267 New
CWAF
2623
Core Wealth Advisors (Florida)
Florida
$25.7K – – –
BCM
2624
Bourgeon Capital Management
Connecticut
$25.6K +$105 +1 +0.4%
JFG
2625
JDM Financial Group
Texas
$23.2K – – –
103 104
105
106 107