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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
SFC
2301
SYM Financial Corp
Indiana
$343K +$29.4K +268 +10%
PAS
2302
Professional Advisory Services
Florida
$342K – – –
SRC
2303
Sage Rhino Capital
California
$342K +$3.73K +34 +1%
BF
2304
Brogan Financial
Tennessee
$341K -$4.94K -45 -1%
SSWM
2305
Sheets Smith Wealth Management
North Carolina
$341K +$768 +7 +0.2%
BTWM
2306
Brass Tax Wealth Management
Ohio
$340K -$389K -3,547 -54%
GF
2307
Gimbal Financial
Indiana
$340K +$1.21K +11 +0.4%
DIA
2308
Davidson Investment Advisors
Montana
$339K – – –
MF
2309
Magnetar Financial
Illinois
$339K -$85.5M -779,820 -100%
TA
2310
TFB Advisors
Kansas
$339K +$7.13K +65 +2%
FWM
2311
Foguth Wealth Management
Michigan
$339K -$97K -884 -23%
CVA
2312
Central Valley Advisors
California
$338K -$11.5K -105 -3%
IPW
2313
Inlet Private Wealth
Florida
$338K – – –
MM
2314
MQS Management
New York
$338K -$419K -3,824 -56%
HFP
2315
Holistic Financial Partners
Indiana
$338K +$17.7K +161 +6%
SRC
2316
Shufro Rose & Co
New York
$337K – – –
LB
2317
Legacy Bridge
Iowa
$336K – – –
CWM
2318
C2C Wealth Management
Arizona
$336K – – –
PAG
2319
Powers Advisory Group
Illinois
$335K +$1.1K +10 +0.3%
LSIA
2320
LaSalle St. Investment Advisors
Illinois
$333K +$58.4K +532 +22%
CIP
2321
Convergence Investment Partners
Florida
$333K -$11K -100 -3%
HIG
2322
Heritage Investment Group
Florida
$333K – – –
BAM
2323
BOS Asset Management
Illinois
$332K – – –
SFP
2324
Shepherd Financial Partners
Massachusetts
$332K – – –
CWS
2325
Cypress Wealth Services
California
$331K +$17.7K +161 +6%
91 92
93
94 95