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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
EW
1651
Evoke Wealth
California
$500K +$69.3K +827 +17%
WPP
1652
Whalerock Point Partners
Rhode Island
$500K – – –
FCA
1653
FLC Capital Advisors
California
$498K -$83.8K -1,000 -15%
FCB
1654
First Command Bank
Texas
$498K -$8.38K -100 -2%
FCFS
1655
First Command Financial Services
Texas
$498K -$8.38K -100 -2%
CIA
1656
CSat Investment Advisory
Michigan
$498K +$126K +1,500 +35%
AFS
1657
Access Financial Services
Minnesota
$496K +$25.4K +303 +6%
TI
1658
Tidal Investments
Wisconsin
$496K +$125K +1,496 +35%
IFWM
1659
Institute for Wealth Management
Colorado
$494K +$76.3K +911 +19%
BG
1660
Berry Group
Massachusetts
$494K +$476K +5,688 New
FP
1661
Financial Perspectives
Minnesota
$493K +$475K +5,673 New
VHAM
1662
Van Hulzen Asset Management
California
$492K -$8.79K -105 -2%
APW
1663
Acima Private Wealth
Virginia
$487K +$18.4K +220 +4%
RIG
1664
Renaissance Investment Group
Massachusetts
$486K -$41.1K -491 -8%
SAM
1665
SignalPoint Asset Management
Missouri
$486K -$1.51K -18 -0.3%
DIA
1666
Davidson Investment Advisors
Montana
$486K – – –
MFW
1667
Mosaic Family Wealth
Missouri
$485K -$43.6K -520 -9%
HIM
1668
Hotaling Investment Management
Pennsylvania
$484K +$43.2K +516 +10%
MFG
1669
Merit Financial Group
Georgia
$484K +$467K +5,571 New
WA
1670
Wheatland Advisors
Pennsylvania
$481K -$92K -1,099 -17%
AIM
1671
Alhambra Investment Management
Florida
$479K +$462K +5,520 New
AWM
1672
Avior Wealth Management
Nebraska
$477K +$23.4K +279 +5%
GRP
1673
Global Retirement Partners
California
$476K -$3.18K -38 -0.7%
GC
1674
GFG Capital
Florida
$475K +$458K +5,473 New
RCA
1675
Ranch Capital Advisors
Florida
$474K -$10.2K -122 -2%
65 66
67
68 69