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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
SWIM
3051
Smallwood Wealth Investment Management
New Jersey
$119K +$127 +1 +0.1%
FF
3052
Friedenthal Financial
New Jersey
$118K -$5.1K -40 -4%
CIA
3053
Cape Investment Advisory
Georgia
$117K +$107K +837 +863%
SN
3054
Sittner & Nelson
Oregon
$117K – – –
AWM
3055
Abound Wealth Management
Tennessee
$114K -$1.27K -10 -1%
QA
3056
Quattro Advisors
Pennsylvania
$113K +$115K +905 New
RDFA
3057
Ritter Daniher Financial Advisory
Ohio
$109K +$52.4K +411 +90%
PWA
3058
Physician Wealth Advisors
Utah
$108K -$34.1K -268 -24%
AP
3059
Atwood & Palmer
Missouri
$107K – – –
TCM
3060
Triumph Capital Management
Colorado
$105K +$107K +836 New
AW
3061
Avion Wealth
Texas
$104K -$7.01K -55 -6%
CCMI
3062
Creative Capital Management Investments
California
$103K – – –
PPC
3063
Park Place Capital
Alabama
$102K +$10.3K +81 +11%
WAG
3064
Wilkerson Advisory Group
Missouri
$100K +$102K +800 New
W
3065
WealthCollab
Washington
$100K +$3.57K +28 +4%
GWM
3066
Greenline Wealth Management
Florida
$98.1K +$100K +783 New
SWA
3067
SOA Wealth Advisors
New York
$96.4K +$127 +1 +0.1%
NSG
3068
Nalls Sherbakoff Group
Tennessee
$95.7K -$25.5K -200 -21%
VNA
3069
Valley National Advisers
Pennsylvania
$95K -$3.31K -26 -3%
DFA
3070
DHJJ Financial Advisors
Illinois
$94K – – –
MCI
3071
MRP Capital Investments
Georgia
$93.1K +$127 +1 +0.1%
RFS
3072
Richardson Financial Services
Massachusetts
$93K +$8.54K +67 +10%
MSWM
3073
Mowery & Schoenfeld Wealth Management
Illinois
$92.3K +$62.2K +488 +196%
CH
3074
CDKV Holdings
Colorado
$92.3K +$93.9K +737 New
SA
3075
Seneschal Advisors
Washington
$92K -$2.42K -19 -3%
121 122
123
124 125