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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
VFM
3076
Vision Financial Markets
Connecticut
$33.3K +$31.9K +251 New
RWM
3077
Raffa Wealth Management
District of Columbia
$32.2K -$5.47K -43 -15%
JAM
3078
JCIC Asset Management
Ontario, Canada
$32K +$30.7K +241 New
JFG
3079
JDM Financial Group
Texas
$31.8K -$12.7K -100 -29%
RWM
3080
Rialto Wealth Management
New York
$31.6K -$1.78K -14 -6%
CTWM
3081
Cherry Tree Wealth Management
Minnesota
$31.3K – – –
DWM
3082
Darwin Wealth Management
Florida
$31.2K – – –
CAM
3083
Clarity Asset Management
Iowa
$31.1K -$21.1K -166 -41%
NWMP
3084
Noble Wealth Management PBC
Colorado
$31K – – –
PA
3085
Pineridge Advisors
Missouri
$31K -$8.4K -66 -22%
EC
3086
Elequin Capital
New York
$30.2K +$29K +228 New
RPA
3087
Redwood Park Advisors
California
$29.2K – – –
TCA
3088
Trifecta Capital Advisors
Illinois
$28.1K – – –
SIM
3089
Synergy Investment Management
Florida
$28K +$1.91K +15 +8%
AF
3090
Abound Financial
California
$27.7K +$26.6K +209 New
MSWA
3091
Marshall & Sterling Wealth Advisors
New York
$27.7K +$11.8K +93 +80%
HFS
3092
Hughes Financial Services
Virginia
$27.1K +$26.2K +206 New
EPW
3093
Evergreen Private Wealth
Colorado
$26.7K – – –
CMA
3094
Cedar Mountain Advisors
Oregon
$26.7K +$127 +1 +0.5%
GCM
3095
GKV Capital Management
California
$26.5K – – –
IA
3096
IFS Advisors
Kansas
$26.5K – – –
FW
3097
Fairway Wealth
Ohio
$26.1K -$25.8K -203 -51%
HNW
3098
High Note Wealth
Minnesota
$25.9K +$382 +3 +2%
SC
3099
Swan Capital
Florida
$24.9K -$127 -1 -0.5%
LWA
3100
Lowe Wealth Advisors
Maryland
$24.8K – – –
122 123
124
125 126