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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
3001
Synergy Investment Management
Florida
$22.1K +$22.6K +196 New
HNW
3002
High Note Wealth
Minnesota
$21.7K +$22.2K +192 New
UCB
3003
United Community Bank
South Carolina
$21.5K – – –
IRC
3004
Investors Research Corp
Georgia
$21.5K +$578 +5 +3%
SC
3005
Swan Capital
Florida
$21.4K – – –
LWA
3006
Lowe Wealth Advisors
Maryland
$21.2K +$5.66K +49 +36%
AWM
3007
Activest Wealth Management
Florida
$19K -$1.39K -12 -7%
SC
3008
Solstein Capital
California
$18.4K – – –
LIM
3009
Lagoda Investment Management
New York
$18.1K – – –
FGC
3010
Financial Gravity Companies
Texas
$18.1K +$18.5K +160 New
MAS
3011
MPWM Advisory Solutions
Georgia
$17.2K +$17.6K +152 New
RFA
3012
Reyes Financial Architecture
California
$17K +$17.3K +150 New
CWM
3013
Cedar Wealth Management
California
$16.7K – – –
DPW
3014
DiNuzzo Private Wealth
Pennsylvania
$16.5K +$462 +4 +3%
AP
3015
Aspect Partners
Virginia
$14.9K -$231 -2 -1%
ACM
3016
Anfield Capital Management
California
$14.5K – – –
CAM
3017
Chesapeake Asset Management
New York
$13.9K +$1.39K +12 +11%
FLP
3018
Financial Life Planners
Arizona
$13.3K +$13.6K +118 New
WAS
3019
Winch Advisory Services
Wisconsin
$13.3K +$7.63K +66 +129%
MSWA
3020
Marshall & Sterling Wealth Advisors
New York
$13K +$13.4K +116 New
AAG
3021
Accordant Advisory Group
Maryland
$13K – – –
NWWA
3022
New Wave Wealth Advisors
Arkansas
$12.8K +$13.1K +113 New
RFS
3023
Richardson Financial Services
Massachusetts
$12.6K +$4.51K +39 +53%
RS
3024
R Squared
Hong Kong
$12.4K +$12.7K +110 New
T
3025
Tidemark
California
$12K – – –
119 120
121
122 123