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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
3051
Mainstream Capital Management
California
$4.64K +$4.74K +41 New
FF
3052
Friedenthal Financial
New Jersey
$4.53K – – –
KWAG
3053
Kiely Wealth Advisory Group
North Carolina
$4.33K – – –
MCA
3054
Maryland Capital Advisors
Maryland
$4.3K – – –
SPF
3055
South Plains Financial
Texas
$4.18K +$4.28K +37 New
MFT
3056
Moisand Fitzgerald Tamayo
Florida
$4.07K – – –
CI
3057
Clal Insurance
Israel
$4K +$3.7K +32 New
DWA
3058
Delos Wealth Advisors
Texas
$3.96K – – –
WW
3059
Winnow Wealth
Texas
$3.94K +$4.04K +35 New
WA
3060
WestEnd Advisors
North Carolina
$2.6K +$347 +3 +15%
IWM
3061
IMG Wealth Management
Florida
$2.49K +$2.54K +22 New
HHGA
3062
Halbert Hargrove Global Advisors
California
$2.49K +$2.54K +22 New
LIS
3063
Legacy Investment Solutions
Idaho
$2.45K – – –
LWMI
3064
Legacy Wealth Management (Idaho)
Idaho
$2.45K – – –
HWM
3065
Horizons Wealth Management
North Carolina
$2.38K – – –
PIS
3066
POM Investment Strategies
North Carolina
$2.15K – – –
MRP
3067
Measured Risk Portfolios
California
$2.04K +$2.08K +18 New
NS
3068
NBC Securities
Alabama
$1.88K -$1.91M -16,557 -100%
PWM
3069
Parkworth Wealth Management
California
$1.24K +$1.27K +11 New
CPL
3070
Capital & Planning LLC
Georgia
$1.13K +$1.16K +10 New
WTFG
3071
Wood Tarver Financial Group
Idaho
$1K +$1.04K +9 New
AW
3072
Affinity Wealth
Ohio
$905 +$924 +8 New
GWSA
3073
Global Wealth Strategies & Associates
Colorado
$566 +$578 +5 New
DCP
3074
Distillate Capital Partners
Illinois
– -$62.5M -547,952 Closed
ACM
3075
Aquatic Capital Management
Illinois
– -$37.8M -331,600 Closed
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123
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