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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
WDC
1926
Woodward Diversified Capital
California
$486K -$8.31K -91 -2%
ACP
1927
Argyle Capital Partners
California
$486K +$489K +5,355 New
DIP
1928
Davis Investment Partners
North Carolina
$485K – – –
FGWP
1929
Founders Grove Wealth Partners
Virginia
$485K +$13.2K +145 +3%
DT
1930
DV Trading
Illinois
$485K +$240K +2,627 +97%
PWM
1931
Prentice Wealth Management
New York
$482K -$1.92K -21 -0.4%
JE
1932
JMAC Enterprises
Pennsylvania
$482K +$63.9K +700 +15%
MW
1933
MBL Wealth
North Carolina
$480K +$280K +3,073 +139%
KWM
1934
KFG Wealth Management
Indiana
$479K +$730 +8 +0.2%
WA
1935
WBH Advisory
Maryland
$479K +$68.5K +750 +17%
RWA
1936
River Wealth Advisors
Pennsylvania
$478K -$5.57K -61 -1%
MP
1937
McDonald Partners
Ohio
$478K -$4.56K -50 -0.9%
PSCM
1938
Per Stirling Capital Management
Texas
$478K -$17.1K -187 -3%
BFM
1939
Boothbay Fund Management
New York
$477K -$2.21M -24,238 -82%
ISWM
1940
Independent Solutions Wealth Management
New York
$477K +$36.1K +396 +8%
GIM
1941
Guardian Investment Management
California
$476K – – –
WAM
1942
Wolverine Asset Management
Illinois
$475K -$5.02K -55 -1%
MS
1943
Monetary Solutions
Ohio
$475K – – –
PFS
1944
Physicians Financial Services
North Carolina
$475K – – –
WG
1945
Wealth Group
North Carolina
$475K +$478K +5,240 New
TFM
1946
TFC Financial Management
Massachusetts
$475K -$119K -1,307 -20%
IIL
1947
Income Insurance Ltd
$474K – – –
FWP
1948
FAS Wealth Partners
Kansas
$472K -$6.85K -75 -1%
AT
1949
Avalon Trust
New Mexico
$470K -$53.1K -582 -10%
VST
1950
Van Strum & Towne
California
$470K – – –
76 77
78
79 80