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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
2651
Augustine Asset Management
Florida
$292K +$280K +2,201 New
FWM
2652
FFT Wealth Management
Pennsylvania
$292K -$229K -1,798 -45%
FWP
2653
Falcon Wealth Planning
California
$292K +$48.9K +384 +21%
TFG
2654
Taylor Financial Group
Virginia
$291K +$28.4K +223 +11%
PFG
2655
Prosperity Financial Group
California
$291K -$7.89K -62 -3%
BWP
2656
Bernardo Wealth Planning
Pennsylvania
$291K +$9.16K +72 +3%
MCM
2657
Morton Capital Management
California
$291K +$13.2K +104 +5%
MSA
2658
Marino Stram & Associates
Massachusetts
$290K -$1.27K -10 -0.5%
ORC
2659
O'Rourke & Company
Massachusetts
$288K – – –
PA
2660
Parkside Advisors
California
$288K – – –
FWM
2661
Foguth Wealth Management
Michigan
$288K -$98.1K -771 -26%
GSWA
2662
Good Steward Wealth Advisors
Tennessee
$287K +$276K +2,166 New
JIP
2663
Jaffetilchin Investment Partners
Florida
$287K +$29.5K +232 +12%
RFN
2664
Redwood Financial Network
Ohio
$287K -$15.1K -119 -5%
LWP
2665
LMG Wealth Partners
Louisiana
$287K – – –
HCM
2666
Hilton Capital Management
New York
$287K – – –
JCFM
2667
JBR Co Financial Management
Oklahoma
$287K – – –
EFP
2668
Elser Financial Planning
Indiana
$287K +$12.1K +95 +5%
BFS
2669
BridgePort Financial Solutions
Iowa
$286K -$1.53K -12 -0.6%
TWM
2670
Tolleson Wealth Management
Texas
$286K -$162K -1,271 -37%
GSWM
2671
Golden State Wealth Management
California
$285K -$12.2K -96 -4%
CBT
2672
CoreFirst Bank & Trust
Kansas
$284K – – –
BFC
2673
Bedel Financial Consulting
Indiana
$284K -$1.27K -10 -0.5%
PS
2674
Planned Solutions
California
$284K – – –
CCMW
2675
Cypress Capital Management (Wyoming)
Wyoming
$284K -$19.1K -150 -7%
105 106
107
108 109