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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
TWPM
2876
Total Wealth Planning & Management
Florida
$220K – – –
OKSA
2877
O'Keefe Stevens Advisory
New York
$220K – – –
HP
2878
Haven Private
Florida
$219K +$213K +1,613 New
KFS
2879
Kaizen Financial Strategies
California
$219K +$1.71K +13 +0.8%
LWA
2880
Lineweaver Wealth Advisors
Ohio
$219K +$923 +7 +0.4%
FPW
2881
Flywheel Private Wealth
California
$219K – – –
OFS
2882
Oldfather Financial Services
Nebraska
$218K +$264 +2 +0.1%
BWP
2883
BlueStem Wealth Partners
Minnesota
$218K +$212K +1,605 New
BAM
2884
Bosun Asset Management
Illinois
$218K -$83.3K -632 -28%
CWM
2885
Cherrydale Wealth Management
New Jersey
$217K +$11.2K +85 +6%
BIP
2886
Blue Investment Partners
California
$217K – – –
BF
2887
Brucke Financial
Indiana
$217K +$4.35K +33 +2%
GSAM
2888
Grant Street Asset Management
Pennsylvania
$216K +$209K +1,586 New
RFN
2889
Redwood Financial Network
Ohio
$215K -$76.3K -579 -27%
PWS
2890
Peterson Wealth Services
Utah
$215K -$22.3K -169 -10%
GC
2891
Garde Capital
Washington
$214K +$6.59K +50 +3%
CCWM
2892
Correct Capital Wealth Management
Missouri
$214K – – –
VWM
2893
Vermillion Wealth Management
Minnesota
$213K -$5.93K -45 -3%
AFA
2894
Avant Financial Advisors
Texas
$213K – – –
HCM
2895
Hollencrest Capital Management
California
$213K +$396 +3 +0.2%
WPWM
2896
Western Pacific Wealth Management
Illinois
$212K -$6.2K -47 -3%
MA
2897
MKT Advisors
California
$212K +$206K +1,559 New
SCA
2898
Sandy Cove Advisors
Massachusetts
$212K +$206K +1,562 New
FHC
2899
First Heartland Consultants
Missouri
$212K +$206K +1,559 New
SM
2900
Sweeney & Michel
California
$212K +$212K +1,604 New
114 115
116
117 118