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Abbott
ABT

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