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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
DFA
2901
DHJJ Financial Advisors
Illinois
$77K – – –
BCM
2902
Blume Capital Management
California
$77K +$84.7K +750 New
AFC
2903
Ares Financial Consulting
California
$76.7K +$27.1K +240 +47%
MCI
2904
MRP Capital Investments
Georgia
$76.4K +$113 +1 +0.1%
VNA
2905
Valley National Advisers
Pennsylvania
$76K -$2.82K -25 -3%
PPC
2906
Park Place Capital
Alabama
$75.8K -$8.69K -77 -9%
TCM
2907
TD Capital Management
Tennessee
$75.6K +$339 +3 +0.4%
BHWM
2908
Beaird Harris Wealth Management
Texas
$73.4K – – –
PWMG
2909
Private Wealth Management Group
New Jersey
$72.4K +$30.3K +268 +61%
NSG
2910
Nalls Sherbakoff Group
Tennessee
$72.3K -$6.78K -60 -8%
RBC
2911
Roble Belko & Company
Pennsylvania
$72K +$17.1K +151 +28%
ATC
2912
Advantage Trust Company
Kansas
$71.7K – – –
WPA
2913
Wealth Preservation Advisors
Tennessee
$71.3K -$240K -2,122 -75%
VWA
2914
VSM Wealth Advisory
Maryland
$70.6K – – –
CW
2915
CrossGen Wealth
North Carolina
$70.5K +$339 +3 +0.4%
BFS
2916
Beacon Financial Strategies
North Carolina
$70.3K – – –
EPIME
2917
Evelyn Partners Investment Management (Europe)
$69.3K – – –
AW
2918
Avion Wealth
Texas
$68K -$19.2K -170 -20%
ACA
2919
American Capital Advisory
Idaho
$67.9K +$4.29K +38 +6%
KAS
2920
Kemnay Advisory Services
New York
$66.9K -$3.39K -30 -4%
RFG
2921
REAP Financial Group
Texas
$66.8K -$118K -1,043 -62%
SHIM
2922
Stone House Investment Management
Pennsylvania
$65.5K – – –
HIW
2923
Holos Integrated Wealth
Pennsylvania
$64.5K – – –
TGY2IT
2924
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$63.1K +$69.4K +615 New
TWD
2925
True Wealth Design
Ohio
$61.6K +$23K +204 +52%
115 116
117
118 119