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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
1851
Phillips Wealth Planners
Mississippi
$657K -$131K -1,163 -13%
PC
1852
Prairiewood Capital
North Dakota
$657K -$75.4K -668 -9%
BFG
1853
Birch Financial Group
New Hampshire
$656K -$61.6K -546 -8%
TWM
1854
Tradition Wealth Management
Minnesota
$656K -$6.55K -58 -0.9%
BBA
1855
Baader Bank Aktiengesellschaft
Germany
$655K -$376K -3,334 -33%
GF
1856
GGM Financials
Ohio
$655K +$3.5K +31 +0.5%
TW
1857
Towerpoint Wealth
California
$655K -$7.9K -70 -1%
OA
1858
Oxbow Advisors
Texas
$655K -$192K -1,696 -21%
SHGA
1859
Sand Hill Global Advisors
California
$653K -$5.79M -51,295 -89%
FAFN
1860
First Affirmative Financial Network
Colorado
$653K +$718K +6,362 New
TSMHT
1861
Thurston Springer Miller Herd & Titak
Indiana
$652K -$169K -1,495 -19%
FWM
1862
FSR Wealth Management
Illinois
$650K +$715K +6,334 New
KP
1863
Keel Point
Alabama
$650K -$321K -2,844 -31%
SAM
1864
Sompo Asset Management
Japan
$649K -$96K -850 -12%
OAM
1865
Occidental Asset Management
California
$648K +$5.65K +50 +0.8%
GPI
1866
General Partner Inc
Pennsylvania
$647K -$16.9K -150 -2%
GWANC
1867
Guardian Wealth Advisors (North Carolina)
North Carolina
$647K -$32.3K -286 -4%
OIA
1868
Oakmont Investment Advisors
Pennsylvania
$646K -$751K -6,652 -51%
WI
1869
WrapManager Inc
California
$645K -$101K -893 -12%
SAM
1870
Sequent Asset Management
Texas
$644K – – –
SAM
1871
Seelaus Asset Management
New Jersey
$644K +$14.1K +125 +2%
WC
1872
Waterloo Capital
Texas
$644K -$37.8K -335 -5%
LWM
1873
LeConte Wealth Management
Tennessee
$643K +$444K +3,933 +169%
TLCM
1874
Twin Lakes Capital Management
California
$643K -$42.3K -375 -6%
MA
1875
MONECO Advisors
Connecticut
$641K +$11.6K +103 +2%
73 74
75
76 77