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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
1926
Legacy Financial Advisors
Kentucky
$497K -$172K -1,882 -26%
CD
1927
Chapin Davis
Maryland
$496K +$50.9K +558 +11%
GWANC
1928
Guardian Wealth Advisors (North Carolina)
North Carolina
$495K -$77.7K -851 -14%
FB
1929
Finward Bancorp
Indiana
$495K – – –
CT
1930
Colonial Trust
South Carolina
$495K -$169K -1,851 -25%
NA
1931
Navellier & Associates
Nevada
$493K -$8.85K -97 -2%
SPWM
1932
Straight Path Wealth Management
Michigan
$493K -$5.38K -59 -1%
IAMOG
1933
Investors Asset Management of Georgia
Georgia
$491K +$66.6K +730 +16%
MG
1934
MilWealth Group
Wisconsin
$490K +$493K +5,403 New
PCMI
1935
Paradigm Capital Management Inc
New York
$490K – – –
ERWM
1936
Elk River Wealth Management
Colorado
$487K – – –
WDC
1937
Woodward Diversified Capital
California
$486K -$8.31K -91 -2%
ACP
1938
Argyle Capital Partners
California
$486K +$489K +5,355 New
DIP
1939
Davis Investment Partners
North Carolina
$485K – – –
FGWP
1940
Founders Grove Wealth Partners
Virginia
$485K +$13.2K +145 +3%
DT
1941
DV Trading
Illinois
$485K +$240K +2,627 +97%
PWM
1942
Prentice Wealth Management
New York
$482K -$1.92K -21 -0.4%
JE
1943
JMAC Enterprises
Pennsylvania
$482K +$63.9K +700 +15%
MW
1944
MBL Wealth
North Carolina
$480K +$280K +3,073 +139%
KWM
1945
KFG Wealth Management
Indiana
$479K +$730 +8 +0.2%
WA
1946
WBH Advisory
Maryland
$479K +$68.5K +750 +17%
RWA
1947
River Wealth Advisors
Pennsylvania
$478K -$5.57K -61 -1%
MP
1948
McDonald Partners
Ohio
$478K -$4.56K -50 -0.9%
PSCM
1949
Per Stirling Capital Management
Texas
$478K -$17.1K -187 -3%
BFM
1950
Boothbay Fund Management
New York
$477K -$2.21M -24,238 -82%
76 77
78
79 80