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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2301
CCG Wealth Management
California
$216K -$14.9K -128 -6%
HPIA
2302
Hamilton Point Investment Advisors
North Carolina
$216K -$8.16K -70 -4%
PWM
2303
Prentice Wealth Management
New York
$216K +$82.3K +706 +61%
CRI
2304
Colonial River Investments
Virginia
$216K +$217K +1,860 New
RFN
2305
RDA Financial Network
Iowa
$216K +$218K +1,867 New
IAP
2306
Indie Asset Partners
Indiana
$215K -$52K -446 -19%
MIM
2307
Meridiem Investment Management
United Kingdom
$215K – – –
BWM
2308
BigSur Wealth Management
Florida
$214K – – –
YMRC
2309
Yorktown Management & Research Company
Virginia
$214K – – –
HI
2310
Hudock Inc
Pennsylvania
$214K +$350 +3 +0.2%
PIA
2311
Pinion Investment Advisors
Kansas
$214K +$215K +1,843 New
AC
2312
Addison Capital
Pennsylvania
$214K +$216K +1,850 New
BSSFA
2313
Baron Silver Stevens Financial Advisors
Florida
$213K +$214K +1,839 New
FMP
2314
Financial Management Professionals
Texas
$212K +$16.7K +143 +8%
MAG
2315
Mayfair Advisory Group
Alabama
$210K -$11.7K -100 -5%
AA
2316
Altman Advisors
Illinois
$209K – – –
SWM
2317
Shakespeare Wealth Management
Wisconsin
$209K – – –
TAM
2318
Townsend Asset Management
North Carolina
$209K – – –
SWM
2319
Sugarloaf Wealth Management
Georgia
$209K +$4.9K +42 +2%
EWP
2320
Engrave Wealth Partners
Texas
$209K +$210K +1,801 New
AWA
2321
Acorn Wealth Advisors
Michigan
$207K – – –
LWA
2322
Lineweaver Wealth Advisors
Ohio
$206K -$3.38K -29 -2%
GSWM
2323
Golden State Wealth Management
California
$206K +$207K +1,773 New
WF
2324
WoodTrust Financial
Wisconsin
$206K +$207K +1,775 New
CFA
2325
Cahill Financial Advisors
Minnesota
$205K -$4.55K -39 -2%
91 92
93
94 95