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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
RS
3026
R Squared
Hong Kong
$12.4K +$12.7K +110 New
T
3027
Tidemark
California
$12K – – –
RWS
3028
Retirement Wealth Solutions
Wisconsin
$11.4K +$11.8K +102 New
SWP
3029
SIMA Wealth Partners
Virginia
$11.3K – – –
FAI
3030
Fiduciary Advisors Inc
Missouri
$11.3K +$11.6K +100 New
GIS
3031
Grayhawk Investment Strategies
Alberta, Canada
$10.3K – – –
GG
3032
Gleason Group
Kentucky
$10.1K – – –
CWP
3033
Clark Wealth Partners
Illinois
$9.95K +$10.2K +88 New
LIA
3034
Luken Investment Analytics
Tennessee
$9.5K – – –
RTL
3035
Red Tortoise LLC
Georgia
$9.39K +$578 +5 +6%
CIR
3036
Clear Investment Research
Georgia
$9.14K – – –
YDMI
3037
Y.D. More Investments
Israel
$9.05K – – –
Q1WB
3038
Quest 10 Wealth Builders
Virginia
$8.48K +$8.67K +75 New
KSB
3039
Kennebec Savings Bank
Maine
$7.36K – – –
MAM
3040
Morse Asset Management
Connecticut
$7.35K -$377K -3,265 -98%
MDCM
3041
Morgan Dempsey Capital Management
Wisconsin
$6.9K – – –
JGCM
3042
Joseph Group Capital Management
Ohio
$6.79K – – –
CF
3043
Conquis Financial
California
$6.56K +$6.7K +58 New
TCM
3044
TD Capital Management
Tennessee
$6.22K +$6.36K +55 New
FG
3045
Fairman Group
Pennsylvania
$5.66K -$5.89K -51 -50%
CWA
3046
Carolina Wealth Advisors
South Carolina
$5.43K – – –
RJA
3047
Ross\Johnson & Associates
Minnesota
$5.32K +$5.43K +47 New
PS
3048
PayPay Securities
Japan
$5.09K -$462 -4 -8%
PWA
3049
Principia Wealth Advisory
Texas
$4.98K +$5.08K +44 New
PCTC
3050
Perkins Coie Trust Company
Washington
$4.86K – – –
120 121
122
123 124