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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
2926
AmeriServ Wealth Advisors
Pennsylvania
$203K – – –
CWM
2927
Cherrydale Wealth Management
New Jersey
$203K -$11.3K -86 -5%
PFA
2928
Plotkin Financial Advisors
Maryland
$203K – – –
BBPWM
2929
Blue Bell Private Wealth Management
Pennsylvania
$202K -$21.9K -167 -10%
BEW
2930
Burton Enright Welch
California
$201K +$197K +1,501 New
SPW
2931
Sonoma Private Wealth
California
$201K – – –
PWG
2932
Private Wealth Group
Florida
$201K – – –
NEWAS
2933
N.E.W. Advisory Services
Wisconsin
$200K +$131 +1 +0.1%
CWA
2934
Canvas Wealth Advisors
Kansas
$200K +$195K +1,489 New
SAW
2935
Signal Advisors Wealth
Michigan
$200K -$131K -999 -40%
CFD
2936
Creative Financial Designs
Indiana
$200K -$1.44K -11 -0.7%
CIAM
2937
Caitong International Asset Management
Hong Kong
$199K -$53.6K -408 -22%
LD
2938
Lipe & Dalton
New York
$192K -$39.4K -300 -17%
RA
2939
Rise Advisors
New York
$191K +$20.6K +157 +12%
ETS
2940
ESL Trust Services
New York
$190K – – –
WAG
2941
Wiser Advisor Group
Arizona
$190K +$186K +1,420 New
SAM
2942
Sherman Asset Management
California
$190K -$104K -794 -36%
AG
2943
AmeriFlex Group
Nevada
$185K -$161K -1,227 -47%
VWM
2944
Vermillion Wealth Management
Minnesota
$184K -$25.6K -195 -12%
HA
2945
Heartland Advisors
Wisconsin
$181K +$19.7K +150 +13%
HHGA
2946
Halbert Hargrove Global Advisors
California
$179K +$173K +1,317 +5,986%
PAG
2947
Paladin Advisory Group
Iowa
$177K -$63.8K -486 -27%
WAM
2948
WFA Asset Management
Wisconsin
$174K +$919 +7 +0.5%
GTAM
2949
Global Trust Asset Management
Florida
$167K +$65.6K +500 +67%
CCM
2950
Copeland Capital Management
Pennsylvania
$167K – – –
116 117
118
119 120