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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
XF
1876
XML Financial
Maryland
$493K +$217 +2 +0%
PFG
1877
Piershale Financial Group
Illinois
$493K +$1.63K +15 +0.3%
IAMOG
1878
Investors Asset Management of Georgia
Georgia
$492K -$5.43K -50 -1%
SG
1879
StoneX Group
New York
$492K -$1.85K -17 -0.4%
SFM
1880
Signet Financial Management
New Jersey
$491K +$217 +2 +0%
SC
1881
Steph & Co
Wisconsin
$490K – – –
VWM
1882
Valley Wealth Managers
New Jersey
$489K -$10K -92 -2%
AWM
1883
Aevitas Wealth Management
Massachusetts
$487K +$11.2K +103 +2%
AFS
1884
Access Financial Services
Minnesota
$485K -$47.3K -435 -9%
SAM
1885
Strategy Asset Managers
California
$485K -$25.8K -237 -5%
RWB
1886
RMR Wealth Builders
New Jersey
$484K -$399K -3,670 -45%
CISOA
1887
Capital Investment Services of America
Wisconsin
$484K +$118K +1,081 +32%
RPWA
1888
Regent Peak Wealth Advisors
Georgia
$483K +$51.7K +476 +12%
CL
1889
COWA LLC
Oklahoma
$483K +$469K +4,314 New
GTAM
1890
Global Trust Asset Management
Florida
$482K -$61.6K -567 -11%
GLA
1891
Good Life Advisors
Pennsylvania
$482K -$2.72K -25 -0.6%
LKIM
1892
Lawson Kroeker Investment Management
Nebraska
$481K – – –
CA
1893
Capital Advantage
California
$481K +$28.3K +260 +6%
MAG
1894
MRA Advisory Group
New Jersey
$481K +$477K +4,391 New
RCIM
1895
Red Cedar Investment Management
Michigan
$478K -$1.38M -12,738 -74%
BHC
1896
Bowen Hanes & Co
Florida
$477K – – –
CAGAS
1897
Capital Advisory Group Advisory Services
Minnesota
$475K +$27.9K +257 +6%
PCM
1898
Pointe Capital Management
Michigan
$474K -$65.2K -600 -12%
HWM
1899
HighMark Wealth Management
Minnesota
$473K +$1.41K +13 +0.3%
BIA
1900
Bigelow Investment Advisors
Maine
$472K -$5.43K -50 -1%
74 75
76
77 78