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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
3026
Keener Financial Planning
Texas
$68K – – –
CFS
3027
CGC Financial Services
Oregon
$67.9K – – –
NRWA
3028
North Ridge Wealth Advisors
Oregon
$67K +$65.6K +500 New
SIS
3029
Strategic Investment Solutions
Illinois
$67K +$263 +2 +0.4%
AWM
3030
Activest Wealth Management
Florida
$65.7K +$788 +6 +1%
RF
3031
Rossby Financial
Florida
$64.6K -$919 -7 -1%
QWM
3032
Quaker Wealth Management
New Jersey
$62.1K -$65.4K -498 -52%
NECFA
3033
New England Capital Financial Advisors
Connecticut
$61.8K +$131 +1 +0.2%
RDFA
3034
Ritter Daniher Financial Advisory
Ohio
$60.9K – – –
HC
3035
Hurley Capital
New York
$59.9K +$1.44K +11 +3%
DCM
3036
Davis Capital Management
Florida
$59.6K +$58.4K +445 New
GFL
3037
Granite FO LLC
New Hampshire
$56.9K – – –
PWMG
3038
Private Wealth Management Group
New Jersey
$56K – – –
EPAM
3039
Evelyn Partners Asset Management
$55.9K +$17.2K +131 +46%
CWP
3040
Clark Wealth Partners
Illinois
$55.8K +$46.9K +357 +406%
DWM
3041
Dogwood Wealth Management
Kansas
$55.2K -$3.41K -26 -6%
PP
3042
PFS Partners
New Jersey
$54.2K +$3.41K +26 +7%
TWD
3043
True Wealth Design
Ohio
$52K -$21.9K -167 -30%
RWA
3044
Redmont Wealth Advisors
Illinois
$51.5K +$16.4K +125 +48%
FDW
3045
Fourth Dimension Wealth
Ohio
$51.3K – – –
HHMI
3046
Howard Hughes Medical Institute
Maryland
$50.1K – – –
IUHSA
3047
Itau Unibanco Holding S.A.
Brazil
$50K -$131 -1 -0.3%
IWP
3048
IAG Wealth Partners
Wisconsin
$49.6K -$9.85K -75 -17%
PCFFS
3049
Pacific Center for Financial Services
California
$49.6K – – –
PWA
3050
Principia Wealth Advisory
Texas
$49.3K +$35.8K +273 +287%
120 121
122
123 124