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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
NWMP
3001
Noble Wealth Management PBC
Colorado
$22.6K – – –
RPA
3002
Redwood Park Advisors
California
$22.1K -$790 -7 -3%
CFM
3003
Cornerstone Financial Management
Massachusetts
$21.6K +$1.35K +12 +6%
AF
3004
Abound Financial
California
$21.5K – – –
CA
3005
Cache Advisors
California
$20.5K +$22.6K +200 New
VWA
3006
Valued Wealth Advisors
Utah
$20.1K -$15.2K -135 -41%
RFS
3007
Richardson Financial Services
Massachusetts
$20K -$62K -549 -74%
SC
3008
Swan Capital
Florida
$19.3K -$12.6K -112 -37%
NWS
3009
Nvest Wealth Strategies
Ohio
$18.4K +$1.35K +12 +7%
GWS
3010
Greykasell Wealth Strategies
California
$18.2K +$11.7K +104 +142%
SWA
3011
Strategic Wealth Advisors
Arizona
$18K – – –
OCM
3012
Osbon Capital Management
Massachusetts
$17.9K +$113 +1 +0.6%
IWS
3013
Intentional Wealth Strategies
Colorado
$17.4K +$19.1K +169 New
DF
3014
DecisionPoint Financial
Arizona
$17.1K – – –
TLFA
3015
True Link Financial Advisors
California
$17.1K +$18.9K +167 New
PJC
3016
Phillip James Consulting
Minnesota
$17K – – –
BCM
3017
Boreal Capital Management
Florida
$16.5K -$90.3K -800 -83%
DWM
3018
Darwin Wealth Management
Florida
$16.5K – – –
FGAM
3019
Financial Gravity Asset Management
Texas
$16.4K – – –
MWM
3020
Magnolia Wealth Management
Alabama
$16.4K +$18.1K +160 New
PL
3021
Protective Life
Alabama
$15.8K +$17.4K +154 New
RFA
3022
Reyes Financial Architecture
California
$15.4K -$4.63K -41 -21%
UFPG
3023
United Financial Planning Group
New York
$15.3K +$6.55K +58 +64%
EFMH
3024
E Fund Management (HK)
Hong Kong
$15.2K +$15.5K +137 +1,245%
MTC
3025
Matrix Trust Company
Colorado
$15K +$16.6K +147 New
119 120
121
122 123