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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
2126
Cypress Wealth Services
California
$323K -$672K -5,471 -67%
DDPIC
2127
Deroy & Devereaux Private Investment Counsel
Michigan
$323K – – –
MPM
2128
Meritage Portfolio Management
Kansas
$322K – – –
ONST
2129
Old North State Trust
North Carolina
$322K – – –
RDWM
2130
Red Door Wealth Management
Tennessee
$322K +$23.5K +191 +8%
RZH
2131
Relyea Zuckerberg Hanson
Connecticut
$322K +$58.7K +478 +21%
OPTFSNA
2132
Old Point Trust & Financial Services N A
Virginia
$321K – – –
TA
2133
TruWealth Advisors
Louisiana
$321K +$12.4K +101 +4%
AFAS
2134
Acorn Financial Advisory Services
Virginia
$321K +$79.8K +650 +31%
MA
2135
MONECO Advisors
Connecticut
$321K +$334K +2,719 New
LIA
2136
LBMC Investment Advisors
Tennessee
$320K – – –
ECA
2137
Elevated Capital Advisors
Utah
$320K +$333K +2,711 New
BWA
2138
Burt Wealth Advisors
Maryland
$319K -$6.02K -49 -2%
CIA
2139
Cascade Investment Advisors
Oregon
$319K – – –
LSC
2140
Lesa Sroufe & Co
Washington
$318K – – –
OCM
2141
Orser Capital Management
Texas
$318K – – –
I
2142
INVST
Indiana
$316K +$67.7K +551 +26%
CCFM
2143
Clear Creek Financial Management
Washington
$315K -$3.19K -26 -1%
WMP
2144
Wealth Management Partners
Arizona
$314K -$24.6K -200 -7%
NL
2145
Navalign LLC
California
$314K -$7.49K -61 -2%
JWM
2146
Janiczek Wealth Management
Colorado
$314K +$144K +1,172 +79%
RPGK
2147
Retirement Planning Group (Kansas)
Kansas
$313K +$3.93K +32 +1%
WA
2148
Wambolt & Associates
Colorado
$313K +$6.39K +52 +2%
CAL
2149
Capital Advisors Ltd
Ohio
$312K +$123 +1 +0%
IWN
2150
Independent Wealth Network
Iowa
$312K +$298K +2,427 New
84 85
86
87 88