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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
EPW
3101
Evergreen Private Wealth
Colorado
$26.9K -$3.68K -28 -12%
SC
3102
Swan Capital
Florida
$26.3K -$1.57K -12 -6%
IWM
3103
IMG Wealth Management
Florida
$25.4K – – –
LWA
3104
Lowe Wealth Advisors
Maryland
$25K – – –
KG
3105
Kilter Group
New York
$24.8K +$1.97K +15 +9%
WWA
3106
Wealth Watch Advisors
Colorado
$21.7K +$21.3K +162 New
DWM
3107
Darwin Wealth Management
Florida
$21.6K +$131 +1 +0.6%
LIM
3108
Lagoda Investment Management
New York
$21.4K – – –
RS
3109
Rakuten Securities
Japan
$21.4K +$18K +137 +596%
RF
3110
Robinswood Financial
Washington
$21K – – –
MNA
3111
Manning & Napier Advisors
New York
$20.8K +$20.3K +155 New
GWSA
3112
Global Wealth Strategies & Associates
Colorado
$20.5K +$3.68K +28 +22%
PSFG
3113
Park Square Financial Group
Georgia
$20.2K -$63.8K -486 -76%
RFA
3114
Reyes Financial Architecture
California
$20.1K – – –
DPW
3115
DiNuzzo Private Wealth
Pennsylvania
$20K -$525 -4 -3%
CWM
3116
Cedar Wealth Management
California
$19.8K – – –
PCM
3117
Penserra Capital Management
California
$19K +$788 +6 +4%
AP
3118
Aspect Partners
Virginia
$18.4K -$52.6K -401 -75%
ACM
3119
Anfield Capital Management
California
$18.1K -$12.7K -97 -42%
BFS
3120
Bare Financial Services
Pennsylvania
$17.4K +$1.44K +11 +9%
T
3121
Tidemark
California
$17.2K – – –
CTC
3122
Corundum Trust Company
South Dakota
$16.7K +$16.4K +125 New
AAG
3123
Accordant Advisory Group
Maryland
$15.4K – – –
GJIA
3124
Glass Jacobson Investment Advisors
Maryland
$15.4K – – –
MAM
3125
Morse Asset Management
Connecticut
$15.3K -$656 -5 -4%
123 124
125
126 127