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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
MBFW
3126
Morton Brown Family Wealth
Pennsylvania
$18.4K – – –
T
3127
Tidemark
California
$17.4K +$2.9K +22 +21%
GWSA
3128
Global Wealth Strategies & Associates
Colorado
$17K -$7.65K -58 -32%
DRP
3129
Decker Retirement Planning
Utah
$17K +$5.67K +43 +52%
MAM
3130
Morse Asset Management
Connecticut
$16.2K +$9.89K +75 +170%
BFS
3131
Bare Financial Services
Pennsylvania
$16.2K +$12K +91 +325%
CI
3132
Clal Insurance
Israel
$16K -$3.03K -23 -17%
GJIA
3133
Glass Jacobson Investment Advisors
Maryland
$15.6K -$13.6K -103 -47%
AAG
3134
Accordant Advisory Group
Maryland
$15.6K – – –
WW
3135
Winnow Wealth
Texas
$15.6K +$8.18K +62 +117%
BCM
3136
Boreal Capital Management
Florida
$15K +$14.5K +110 New
CWIG
3137
Chung Wu Investment Group
Texas
$14.7K +$14.2K +108 New
RCM
3138
Richardson Capital Management
Wisconsin
$14.3K – – –
CAM
3139
Chesapeake Asset Management
New York
$14.1K -$3.17K -24 -19%
RWS
3140
Retirement Wealth Solutions
Wisconsin
$13.9K – – –
RTL
3141
Red Tortoise LLC
Georgia
$13.7K +$2.37K +18 +22%
FAI
3142
Fiduciary Advisors Inc
Missouri
$13.6K – – –
SWP
3143
SIMA Wealth Partners
Virginia
$13.6K – – –
PWA
3144
Principia Wealth Advisory
Texas
$12.9K +$2.11K +16 +20%
BI
3145
Binnacle Investments
Iowa
$12.6K – – –
SHM
3146
Sagard Holdings Management
Ontario, Canada
$12.4K +$12K +91 New
GG
3147
Gleason Group
Kentucky
$12.2K +$132 +1 +1%
CAWM
3148
Capital A Wealth Management
Pennsylvania
$12.1K -$58K -440 -80%
CWP
3149
Clark Wealth Partners
Illinois
$12K – – –
LIA
3150
Luken Investment Analytics
Tennessee
$11.4K – – –
124 125
126
127 128