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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2976
Crewe Advisors
Utah
$120K +$118K +899 New
AW
2977
Avion Wealth
Texas
$119K -$525 -4 -0.4%
FWM
2978
FSA Wealth Management
Massachusetts
$119K +$13.3K +101 +13%
RFG
2979
REAP Financial Group
Texas
$117K +$17.1K +130 +18%
FPF
2980
First Pacific Financial
Washington
$115K – – –
HWA
2981
Heartwood Wealth Advisors
Virginia
$115K +$113K +858 New
AP
2982
Atwood & Palmer
Missouri
$114K -$17.3K -132 -13%
JGCM
2983
Joseph Group Capital Management
Ohio
$114K +$102K +776 +1,063%
ATC
2984
Advantage Trust Company
Kansas
$114K -$7.35K -56 -6%
TIM
2985
Tortoise Investment Management
New York
$112K +$5.38K +41 +5%
AP
2986
Antipodes Partners
Australia
$111K +$11.4K +87 +12%
CCMI
2987
Creative Capital Management Investments
California
$110K – – –
CSC
2988
Cove Street Capital
California
$107K – – –
VNA
2989
Valley National Advisers
Pennsylvania
$106K +$3.28K +25 +3%
SWA
2990
SOA Wealth Advisors
New York
$103K -$45.3K -345 -31%
W
2991
WealthCollab
Washington
$103K – – –
SVCP
2992
Silicon Valley Capital Partners
California
$103K -$1.84K -14 -2%
PWMA
2993
Pension & Wealth Management Advisors
Massachusetts
$102K +$13.3K +101 +15%
MCI
2994
MRP Capital Investments
Georgia
$101K +$97.4K +742 New
SA
2995
Seneschal Advisors
Washington
$101K +$98.8K +753 New
DFA
2996
DHJJ Financial Advisors
Illinois
$100K – – –
PPC
2997
Park Place Capital
Alabama
$98.3K – – –
DWS
2998
Dynamic Wealth Strategies
California
$97.4K – – –
FA
2999
Financial Avengers
California
$97.1K +$394 +3 +0.4%
BHWM
3000
Beaird Harris Wealth Management
Texas
$95.7K +$656 +5 +0.7%
118 119
120
121 122