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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
3076
Beaird Harris Wealth Management
Texas
$89.5K – – –
MCA
3077
Maryland Capital Advisors
Maryland
$87.6K – – –
ATC
3078
Advantage Trust Company
Kansas
$87.5K -$19.1K -150 -18%
GAFA
3079
Garton & Associates Financial Advisors
Kentucky
$87K +$88.5K +695 New
UFF
3080
USA Financial Formulas
Michigan
$86.3K -$35.9K -282 -29%
VWA
3081
VSM Wealth Advisory
Maryland
$86.2K – – –
BFS
3082
Beacon Financial Strategies
North Carolina
$85.8K +$87.3K +685 New
CW
3083
CrossGen Wealth
North Carolina
$85.5K +$87K +683 New
KAS
3084
Kemnay Advisory Services
New York
$85.4K +$86.9K +682 New
EPIME
3085
Evelyn Partners Investment Management (Europe)
$84.6K – – –
SVCP
3086
Silicon Valley Capital Partners
California
$83.9K -$12.2K -96 -13%
PWMA
3087
Pension & Wealth Management Advisors
Massachusetts
$82.4K -$12.9K -101 -13%
MIM
3088
Meridiem Investment Management
United Kingdom
$82.1K – – –
VWM
3089
Valley Wealth Managers
New Jersey
$80.4K – – –
SHIM
3090
Stone House Investment Management
Pennsylvania
$79.9K -$510 -4 -0.6%
HWP
3091
Highline Wealth Partners
California
$79K +$7.39K +58 +10%
HIW
3092
Holos Integrated Wealth
Pennsylvania
$78.6K – – –
ACA
3093
American Capital Advisory
Idaho
$78.1K -$637 -5 -0.8%
MGI
3094
Miller Global Investments
Texas
$75.2K +$76.4K +600 New
AMPWP
3095
Alvarez & Marsal Private Wealth Partners
Florida
$73.4K +$74.7K +586 New
MWM
3096
Mascoma Wealth Management
New Hampshire
$73K +$2.67K +21 +4%
RA
3097
Rational Advisors
New York
$71.4K +$7.26K +57 +11%
RBC
3098
Roble Belko & Company
Pennsylvania
$69K – – –
CPG
3099
Cornerstone Planning Group
New Jersey
$68.7K -$183K -1,437 -69%
OW
3100
Olistico Wealth
Oklahoma
$67.2K +$68.3K +536 New
122 123
124
125 126