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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
3026
West Financial Advisors
Iowa
$83.8K – – –
TCM
3027
TD Capital Management
Tennessee
$80K +$59.6K +452 +332%
RFS
3028
Richardson Financial Services
Massachusetts
$79.2K +$62.2K +472 +433%
HWP
3029
Highline Wealth Partners
California
$78.1K +$14.4K +109 +23%
MWM
3030
Mascoma Wealth Management
New Hampshire
$76.4K – – –
CIAS
3031
CBIZ Investment Advisory Services
Ohio
$76.1K +$30.1K +228 +69%
TWD
3032
True Wealth Design
Ohio
$75.6K -$10.8K -82 -13%
AP
3033
Aspect Partners
Virginia
$73.2K +$52.9K +401 +293%
OW
3034
Olistico Wealth
Oklahoma
$72.9K -$527 -4 -0.7%
TLA
3035
Tanglewood Legacy Advisors
Texas
$72.5K – – –
CH
3036
Canton Hathaway
Rhode Island
$71K +$3.17K +24 +5%
KFP
3037
Keener Financial Planning
Texas
$69K – – –
CFS
3038
CGC Financial Services
Oregon
$69K – – –
RA
3039
Rational Advisors
New York
$68.5K +$66.5K +504 New
RBC
3040
Roble Belko & Company
Pennsylvania
$68K -$3.82K -29 -5%
SIS
3041
Strategic Investment Solutions
Illinois
$67.7K -$188K -1,424 -74%
RF
3042
Rossby Financial
Florida
$66.8K +$28.5K +216 +79%
CWM
3043
Centricity Wealth Management
Ohio
$66.5K – – –
AWM
3044
Activest Wealth Management
Florida
$65.8K -$5.28K -40 -8%
SC
3045
Solstein Capital
California
$63.1K +$39.7K +301 +185%
BFP
3046
Briaud Financial Planning
Texas
$63K – – –
NECFA
3047
New England Capital Financial Advisors
Connecticut
$62.8K – – –
RDFA
3048
Ritter Daniher Financial Advisory
Ohio
$61.9K – – –
GC
3049
GFG Capital
Florida
$61.5K -$181K -1,374 -75%
VWM
3050
Valley Wealth Managers
New Jersey
$61.2K -$75.7K -574 -56%
120 121
122
123 124