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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
DWS
3001
Dynamic Wealth Strategies
California
$97.4K – – –
FA
3002
Financial Avengers
California
$97.1K +$394 +3 +0.4%
BHWM
3003
Beaird Harris Wealth Management
Texas
$95.7K +$656 +5 +0.7%
FWA
3004
Flagship Wealth Advisors
Massachusetts
$93.8K -$192K -1,460 -68%
MCA
3005
Maryland Capital Advisors
Maryland
$93.6K – – –
EP
3006
Essential Partners
California
$92.3K -$105K -800 -54%
VWA
3007
VSM Wealth Advisory
Maryland
$92.1K -$6.04K -46 -6%
RFS
3008
Richardson Financial Services
Massachusetts
$90.7K +$12.6K +96 +17%
EPIME
3009
Evelyn Partners Investment Management (Europe)
$90.4K – – –
EWM
3010
Evolution Wealth Management
Florida
$89.5K – – –
AWM
3011
Accredited Wealth Management
Kentucky
$88.4K +$22.8K +174 +26%
MIM
3012
Meridiem Investment Management
United Kingdom
$87.8K – – –
SHIM
3013
Stone House Investment Management
Pennsylvania
$86K +$1.18K +9 +1%
VWM
3014
Valley Wealth Managers
New Jersey
$86K +$25.2K +192 +43%
JWM
3015
JPL Wealth Management
Colorado
$84.7K +$83K +632 New
ACA
3016
American Capital Advisory
Idaho
$84.1K -$131 -1 -0.2%
HIW
3017
Holos Integrated Wealth
Pennsylvania
$83.9K – – –
WFA
3018
West Financial Advisors
Iowa
$82.5K – – –
WA
3019
WPG Advisers
Maryland
$78.2K -$36.6K -279 -32%
HWP
3020
Highline Wealth Partners
California
$76.7K -$263 -2 -0.3%
MWM
3021
Mascoma Wealth Management
New Hampshire
$75.3K – – –
RBC
3022
Roble Belko & Company
Pennsylvania
$74K +$6.43K +49 +10%
TCM
3023
TD Capital Management
Tennessee
$72.4K -$6.3K -48 -8%
TLA
3024
Tanglewood Legacy Advisors
Texas
$71.4K – – –
CH
3025
Canton Hathaway
Rhode Island
$70K – – –
119 120
121
122 123