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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2626
Silverlake Wealth Management
Vermont
$219K +$210K +1,917 New
CFA
2627
Cahill Financial Advisors
Minnesota
$219K +$210K +1,917 New
GCA
2628
Greenwood Capital Associates
South Carolina
$219K -$3.4K -31 -2%
SI
2629
Seeds Investor
New York
$219K +$210K +1,917 New
FWI
2630
Facet Wealth Inc
Maryland
$218K +$202K +1,841 New
WAG
2631
Wiser Advisor Group
Arizona
$218K -$150K -1,363 -42%
SCM
2632
SOL Capital Management
Maryland
$218K +$210K +1,911 New
ISB
2633
Iowa State Bank
Iowa
$218K -$7.68K -70 -4%
PGA
2634
Portland Global Advisors
Maine
$218K +$210K +1,911 New
AC
2635
AlphaCore Capital
California
$217K +$209K +1,904 New
MAM
2636
McLean Asset Management
Virginia
$217K +$211K +1,926 New
RA
2637
Riverstone Advisors
Texas
$216K +$208K +1,897 New
IA
2638
IAM Advisory
Pennsylvania
$216K +$208K +1,896 New
SIS
2639
Sound Income Strategies
Florida
$216K -$89.6K -817 -30%
KWM
2640
Kaydan Wealth Management
Michigan
$216K -$20.1K -183 -9%
OFS
2641
Oldfather Financial Services
Nebraska
$216K +$208K +1,893 New
FWP
2642
Falcon Wealth Planning
California
$216K +$208K +1,892 New
FA
2643
FF Advisors
California
$215K +$201K +1,832 New
LT
2644
Legacy Trust
Michigan
$215K +$206K +1,882 New
CG
2645
CFO4Life Group
Texas
$215K +$206K +1,882 New
BC
2646
Barrett & Company
Rhode Island
$214K – – –
KIA
2647
Kraematon Investment Advisors
Massachusetts
$213K +$205K +1,870 New
CPA
2648
Capital Performance Advisors
California
$213K +$205K +1,868 New
PWA
2649
Phoenix Wealth Advisors
North Carolina
$213K -$110K -1,000 -35%
WA
2650
Waddell & Associates
Tennessee
$212K +$204K +1,862 New
104 105
106
107 108