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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
OA
2751
Operose Advisors
Wisconsin
$35K +$32K +250 New
GM
2752
GeoWealth Management
Illinois
$34K +$6.66K +52 +28%
RG
2753
Retirement Group
California
$34K +$28.8K +225 +1,125%
RWM
2754
Raffa Wealth Management
District of Columbia
$33.1K -$6.27K -49 -17%
DWA
2755
Delos Wealth Advisors
Texas
$33K +$14.8K +116 +101%
4FG
2756
4Thought Financial Group
New York
$30K – – –
LWA
2757
Lowe Wealth Advisors
Maryland
$30K – – –
BBPWM
2758
Blue Bell Private Wealth Management
Pennsylvania
$30K +$27K +211 New
DWMG
2759
DB Wealth Management Group
California
$29K – – –
CWAF
2760
Core Wealth Advisors (Florida)
Florida
$28K – – –
SL
2761
Savior LLC
Massachusetts
$28K – – –
KFP
2762
KB Financial Partners
New Jersey
$27K +$24.3K +190 New
HF
2763
Halpern Financial
Virginia
$24.1K -$16.6K -130 -43%
PCTC
2764
Perkins Coie Trust Company
Washington
$24K -$66.2K -517 -75%
CMA
2765
Cedar Mountain Advisors
Oregon
$24K – – –
S
2766
Surevest
California
$24K +$21.5K +168 New
CWM
2767
Cedar Wealth Management
California
$23K +$20.7K +162 New
SIA
2768
SkyView Investment Advisors
New Jersey
$23K +$20.7K +162 New
UCB
2769
United Community Bank
South Carolina
$21.8K +$19.8K +155 New
CM
2770
Cornerstone Management
Georgia
$21.1K +$19.2K +150 New
SNBOSCI
2771
Security National Bank of Sioux City Iowa
Iowa
$21K – – –
TCM
2772
TD Capital Management
Tennessee
$21K – – –
AWM
2773
Activest Wealth Management
Florida
$21K +$128 +1 +0.7%
IPW
2774
IronBridge Private Wealth
Texas
$20K – – –
FNBOSM
2775
First National Bank of South Miami
Florida
$19K – – –
109 110
111
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