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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
2676
Sound Income Strategies
Florida
$235K +$21.3K +184 +10%
WRM
2677
Weybosset Research & Management
Rhode Island
$235K – – –
FPWM
2678
FSB Premier Wealth Management
Iowa
$235K -$3.47K -30 -1%
HCMG
2679
Howard Capital Management Group
California
$235K – – –
MEG
2680
Millstone Evans Group
Colorado
$235K +$240K +2,076 New
CG
2681
CFO4Life Group
Texas
$235K +$22.3K +193 +10%
TCBWMS
2682
Texas Capital Bank Wealth Management Services
Texas
$234K +$239K +2,070 New
RW
2683
REDW Wealth
New Mexico
$234K -$56.4K -488 -19%
CHJWM
2684
Carlton Hofferkamp & Jenks Wealth Management
Texas
$234K -$116 -1 -0.1%
FI
2685
FWG Investments
Kentucky
$234K +$3.93K +34 +2%
EFP
2686
Elser Financial Planning
Indiana
$234K +$4.85K +42 +2%
BWP
2687
Barlow Wealth Partners
Kentucky
$233K -$17.3K -150 -7%
FWA
2688
Flagship Wealth Advisors
Massachusetts
$233K +$238K +2,060 New
SI
2689
Saxon Interests
Texas
$233K +$3.47K +30 +1%
SI
2690
Seeds Investor
New York
$232K +$15.6K +135 +7%
JHP
2691
James Hambro & Partners
United Kingdom
$232K – – –
GCM
2692
Generation Capital Management
New York
$232K +$237K +2,050 New
BAM
2693
Bosun Asset Management
Illinois
$231K -$30.4K -263 -11%
KCP
2694
Kera Capital Partners
California
$231K +$236K +2,046 New
SIC
2695
SJS Investment Consulting
Ohio
$231K -$1.27K -11 -0.5%
FMN
2696
Financial Management Network
California
$231K -$32.1K -278 -12%
GSC
2697
Ground Swell Capital
South Carolina
$231K +$236K +2,038 New
RFA
2698
Resurgent Financial Advisors
Georgia
$230K -$6.93K -60 -3%
BIG
2699
Builder Investment Group
Georgia
$230K – – –
CA
2700
CGN Advisors
Kansas
$230K – – –
106 107
108
109 110