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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
2901
Brown Financial Advisory
Alabama
$226K – – –
PWA
2902
Phoenix Wealth Advisors
North Carolina
$226K – – –
BCM
2903
BTC Capital Management
Iowa
$226K +$230K +1,803 New
AWA
2904
Argos Wealth Advisors
California
$226K +$229K +1,801 New
TIP
2905
Torray Investment Partners
Maryland
$226K – – –
SWM
2906
Stronghold Wealth Management
Florida
$225K +$229K +1,797 New
PFM
2907
Patton Fund Management
Texas
$225K +$10.8K +85 +5%
TWA
2908
Tulsa Wealth Advisors
Oklahoma
$225K +$228K +1,793 New
PA
2909
Powerhouse Assets
Massachusetts
$225K +$228K +1,792 New
CCA
2910
Cottonwood Capital Advisors
Utah
$224K – – –
GWAG
2911
Garrett Wealth Advisory Group
Texas
$223K +$10.3K +81 +5%
KFS
2912
Kelly Financial Services
Massachusetts
$223K -$14K -110 -6%
PCP
2913
Proficio Capital Partners
Massachusetts
$222K -$13.5K -106 -6%
EFG
2914
Everest Financial Group
Minnesota
$222K +$226K +1,772 New
CFCS
2915
CDM Financial Counseling Services
Connecticut
$222K +$225K +1,769 New
BIG
2916
Builder Investment Group
Georgia
$221K – – –
RWS
2917
Resolute Wealth Strategies
Mississippi
$221K +$127 +1 +0.1%
CIP
2918
Capital Insight Partners
Arizona
$220K – – –
SCA
2919
Sandy Cove Advisors
Massachusetts
$220K +$26.5K +208 +13%
AWA
2920
Acorn Wealth Advisors
Michigan
$220K -$764 -6 -0.3%
PRTG
2921
Post Resch Tallon Group
New York
$220K -$1.91K -15 -0.8%
PFG
2922
PAX Financial Group
Texas
$219K -$105K -828 -32%
PWP
2923
Parkwoods Wealth Partners
New York
$219K +$24.2K +190 +12%
1WA
2924
180 Wealth Advisors
Washington
$219K -$28.4K -223 -11%
RWM
2925
Rockline Wealth Management
New York
$219K -$102K -800 -31%
115 116
117
118 119