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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
2901
West Financial Advisors
Iowa
$78.2K +$8.67K +75 +12%
VWA
2902
VSM Wealth Advisory
Maryland
$77.8K +$79.5K +688 New
FMP
2903
Financial Management Professionals
Texas
$77.1K -$2.08K -18 -3%
SO
2904
Sierra Ocean
California
$76.9K +$78.5K +679 New
EPIME
2905
Evelyn Partners Investment Management (Europe)
$76.3K +$78K +675 New
RDIA
2906
RE Dickinson Investment Advisors
Iowa
$75.1K – – –
PWA
2907
Physician Wealth Advisors
Utah
$74.1K +$75.7K +655 New
AWM
2908
Accredited Wealth Management
Kentucky
$69.8K +$71.3K +617 New
UOTTAIMCU
2909
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$69.5K +$8.09K +70 +13%
CAC
2910
Core Alternative Capital
Georgia
$68.2K +$5.43K +47 +8%
BBPWM
2911
Blue Bell Private Wealth Management
Pennsylvania
$66.4K +$2.08K +18 +3%
CIAM
2912
Caitong International Asset Management
Hong Kong
$66.4K +$67.8K +587 New
WA
2913
Whipplewood Advisors
Colorado
$66.1K +$67.5K +584 New
NMG
2914
New Millennium Group
Utah
$65.6K – – –
MWM
2915
Mascoma Wealth Management
New Hampshire
$64.5K +$12.6K +109 +24%
PWMA
2916
Pension & Wealth Management Advisors
Massachusetts
$64.2K +$231 +2 +0.4%
PFG
2917
Putney Financial Group
California
$63.9K +$65.3K +565 New
HC
2918
Hurley Capital
New York
$62.4K +$62.2K +538 New
ACA
2919
American Capital Advisory
Idaho
$61.6K – – –
OW
2920
Olistico Wealth
Oklahoma
$60.6K – – –
TLA
2921
Tanglewood Legacy Advisors
Texas
$60.3K – – –
CFS
2922
CGC Financial Services
Oregon
$57.3K – – –
CH
2923
Canton Hathaway
Rhode Island
$57K – – –
KFP
2924
Keener Financial Planning
Texas
$57K – – –
RBC
2925
Roble Belko & Company
Pennsylvania
$57K +$57.8K +500 New
115 116
117
118 119