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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
NQWM
2301
Northwest Quadrant Wealth Management
Oregon
$248K +$640 +6 +0.2%
RWI
2302
Red Wave Investments
Pennsylvania
$247K – – –
CA
2303
CGN Advisors
Kansas
$246K -$54.9K -515 -17%
FC
2304
Financial Consulate
Maryland
$246K – – –
GCM
2305
Gables Capital Management
Florida
$246K – – –
MIC
2306
Meridian Investment Counsel
California
$246K +$20.9K +196 +8%
MCM
2307
Morton Capital Management
California
$246K – – –
6F
2308
626 Financial
Michigan
$245K – – –
CS
2309
Capital Square
Tennessee
$244K +$21.3K +200 +9%
ACM
2310
AlphaStar Capital Management
North Carolina
$243K -$29.4K -276 -10%
ECM
2311
Elgethun Capital Management
South Dakota
$243K +$107K +1,005 +67%
TAIM
2312
TD Ameritrade Investment Management
Nebraska
$242K -$64.7K -607 -20%
LFG
2313
Lazard Frères Gestion
France
$242K – – –
FFG
2314
Frisch Financial Group
New York
$242K +$57.9K +543 +28%
CAAM
2315
Cornerstone Advisors Asset Management
Pennsylvania
$242K – – –
HWM
2316
Horizon Wealth Management
Illinois
$241K -$160K -1,498 -38%
YWS
2317
Yarger Wealth Strategies
Ohio
$241K +$1.17K +11 +0.4%
VBFP
2318
Valtinson Bruner Financial Planning
Minnesota
$241K +$1.49K +14 +0.6%
PPP
2319
Private Portfolio Partners
New Jersey
$241K -$151K -1,416 -36%
OFS
2320
Oldfather Financial Services
Nebraska
$240K -$533 -5 -0.2%
IWN
2321
Independent Wealth Network
Iowa
$240K +$3.84K +36 +1%
CWA
2322
Clarus Wealth Advisors
Arizona
$239K +$252K +2,360 New
CCFM
2323
Clear Creek Financial Management
Washington
$238K -$959 -9 -0.4%
RW
2324
RVW Wealth
California
$238K – – –
WFA
2325
WestHill Financial Advisors
California
$237K +$107 +1 +0%
91 92
93
94 95