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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
2326
Concord Wealth Partners
Virginia
$194K +$192K +1,769 New
SWM
2327
Sugarloaf Wealth Management
Georgia
$193K – – –
GFPC
2328
Global Financial Private Client
Florida
$191K +$3.26K +30 +2%
FMP
2329
Financial Management Professionals
Texas
$189K +$5.54K +51 +3%
M
2330
MOTCO
Texas
$188K -$7.72K -71 -4%
BDWM
2331
Brewin Dolphin Wealth Management
Ireland
$187K – – –
SWA
2332
Safir Wealth Advisors
New Hampshire
$186K +$185K +1,700 New
BFG
2333
Baron Financial Group
New Jersey
$186K – – –
HFA
2334
Hoover Financial Advisors
Pennsylvania
$184K +$182K +1,670 New
CWM
2335
Curi Wealth Management
North Carolina
$172K +$171K +1,574 New
SAS
2336
Stelac Advisory Services
New York
$170K +$34.2K +315 +25%
VCG
2337
Vantage Consulting Group
Virginia
$168K +$167K +1,536 New
CSC
2338
Cove Street Capital
California
$164K – – –
PS
2339
Planned Solutions
California
$163K -$136K -1,250 -46%
FPW
2340
Flagship Private Wealth
Massachusetts
$162K +$154K +1,417 New
OAJ
2341
Ogorek Anthony Joseph
New York
$160K – – –
TC
2342
Tacita Capital
Ontario, Canada
$160K +$159K +1,463 New
SIS
2343
Sound Income Strategies
Florida
$159K +$1.96K +18 +1%
JWM
2344
Janiczek Wealth Management
Colorado
$154K +$132K +1,214 +619%
GWS
2345
Glassman Wealth Services
Virginia
$153K +$17.9K +165 +13%
SWA
2346
SOA Wealth Advisors
New York
$149K +$129K +1,190 New
AWG
2347
Altus Wealth Group
Colorado
$149K +$148K +1,362 New
CFD
2348
Creative Financial Designs
Indiana
$146K -$6.74K -62 -4%
CT
2349
Clearstead Trust
Maine
$146K – – –
GC
2350
Garde Capital
Washington
$145K +$144K +1,327 New
92 93
94
95 96