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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
JE
1751
JMAC Enterprises
Pennsylvania
$725K +$265K +2,500 +56%
BFA
1752
Brendel Financial Advisors
New Hampshire
$723K – – –
TWM
1753
Tradition Wealth Management
Minnesota
$722K -$28.5K -269 -4%
ITIM
1754
Indiana Trust & Investment Management
Indiana
$722K -$101K -951 -12%
TL
1755
Tradewinds LLC
North Carolina
$722K +$148K +1,396 +25%
HSWM
1756
Hubbell Strickland Wealth Management
Louisiana
$721K +$1.17K +11 +0.2%
SFP
1757
Sweet Financial Partners
Minnesota
$721K -$146K -1,375 -17%
AGWCA
1758
Annis Gardner Whiting Capital Advisors
Florida
$719K -$3.18K -30 -0.4%
LFA
1759
Legacy Financial Advisors
Kentucky
$719K +$26.2K +247 +4%
PC
1760
Port Capital
Illinois
$715K -$16.2K -153 -2%
MAA
1761
Mraz Amerine & Associates
California
$714K -$213K -2,010 -23%
FC
1762
Financial Council
Maryland
$714K – – –
BWP
1763
Balboa Wealth Partners
Arizona
$714K -$38.7K -365 -5%
PSCM
1764
Per Stirling Capital Management
Texas
$714K +$509K +4,802 +232%
AFG
1765
ABLE Financial Group
Arizona
$713K +$248K +2,336 +52%
CFP
1766
Catalyst Financial Partners
Massachusetts
$713K +$9.33K +88 +1%
TLCM
1767
Twin Lakes Capital Management
California
$713K -$3.18K -30 -0.4%
NA
1768
Navellier & Associates
Nevada
$713K -$6.04K -57 -0.8%
RWP
1769
Ridgecrest Wealth Partners
California
$711K – – –
SIM
1770
Studio Investment Management
Illinois
$711K +$127K +1,194 +21%
NG
1771
Northstar Group
New York
$709K – – –
AIA
1772
Alera Investment Advisors
Illinois
$709K -$312K -2,939 -30%
FM
1773
Freemont Management
Switzerland
$709K -$3.52M -33,200 -83%
FCFC
1774
First Commonwealth Financial Corp
Pennsylvania
$707K +$80.2K +756 +12%
TCBWMS
1775
Texas Capital Bank Wealth Management Services
Texas
$706K +$524K +4,945 +268%
69 70
71
72 73