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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
2351
Janiczek Wealth Management
Colorado
$212K +$42.5K +359 +25%
KTA
2352
Keeley-Teton Advisors
Illinois
$212K +$209K +1,767 New
WW
2353
Westshore Wealth
California
$212K +$210K +1,769 New
WAG
2354
Winthrop Advisory Group
Massachusetts
$212K +$210K +1,769 New
SWM
2355
Sugarloaf Wealth Management
Georgia
$211K – – –
JIC
2356
Joel Isaacson & Co
New York
$211K +$208K +1,758 New
TA
2357
Trellis Advisors
Washington
$210K -$10.5K -89 -5%
CWM
2358
Chronos Wealth Management
Florida
$210K +$207K +1,750 New
BWG
2359
Beta Wealth Group
California
$210K +$208K +1,755 New
ZCA
2360
Zeke Capital Advisors
Pennsylvania
$209K +$207K +1,748 New
SFG
2361
SageGuard Financial Group
Tennessee
$208K +$205K +1,728 New
GFPC
2362
Global Financial Private Client
Florida
$208K +$118 +1 +0.1%
1WM
2363
1900 Wealth Management
Texas
$207K +$204K +1,724 New
LA
2364
Legacy Advisors
Pennsylvania
$207K +$205K +1,729 New
VBFP
2365
Valtinson Bruner Financial Planning
Minnesota
$206K +$197K +1,661 New
MA
2366
MONECO Advisors
Connecticut
$206K +$204K +1,722 New
TLFA
2367
True Link Financial Advisors
California
$205K -$32.7K -276 -14%
SWM
2368
Shakespeare Wealth Management
Wisconsin
$205K +$203K +1,712 New
BDWM
2369
Brewin Dolphin Wealth Management
Ireland
$204K – – –
SWA
2370
Safir Wealth Advisors
New Hampshire
$204K – – –
PWG
2371
Private Wealth Group
Florida
$204K +$201K +1,699 New
AA
2372
Altman Advisors
Illinois
$204K +$201K +1,700 New
VFPI
2373
Vantage Financial Partners (Illinois)
Illinois
$204K +$201K +1,700 New
BFG
2374
Baron Financial Group
New Jersey
$203K – – –
FMP
2375
Financial Management Professionals
Texas
$202K -$4.5K -38 -2%
93 94
95
96 97