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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
I
2401
InceptionR
California
$231K +$250K +2,382 New
TWM
2402
TriaGen Wealth Management
California
$229K – – –
WFA
2403
WestHill Financial Advisors
California
$229K -$9.24K -88 -4%
MW
2404
MBL Wealth
North Carolina
$227K +$247K +2,347 New
BHIC
2405
Bassett Hargrove Investment Counsel
Delaware
$227K – – –
ICP
2406
Interchange Capital Partners
Pennsylvania
$227K +$2K +19 +0.8%
TWA
2407
Tandem Wealth Advisors
Arizona
$225K – – –
TAM
2408
Tucker Asset Management
Colorado
$225K +$35.9K +342 +17%
PIA
2409
Perennial Investment Advisors
California
$225K +$11.6K +110 +5%
RWI
2410
Red Wave Investments
Pennsylvania
$224K – – –
BWM
2411
BigSur Wealth Management
Florida
$224K -$21K -200 -8%
AWM
2412
Austin Wealth Management
Texas
$224K +$229K +2,176 New
GITFIT
2413
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$224K -$154K -1,469 -42%
WAG
2414
Winthrop Advisory Group
Massachusetts
$223K -$15.4K -147 -6%
CWM
2415
Cabot Wealth Management
Massachusetts
$223K – – –
HWM
2416
Hemington Wealth Management
Virginia
$222K -$29.7K -283 -11%
SEIA
2417
Signature Estate & Investment Advisors
California
$222K -$2.1K -20 -0.9%
EWP
2418
Engrave Wealth Partners
Texas
$222K +$42K +400 +21%
CCA
2419
Cottonwood Capital Advisors
Utah
$222K +$24.7K +235 +11%
RP
2420
Rowlandmiller & Partners
Georgia
$221K -$33.6K -320 -12%
PWM
2421
Paulson Wealth Management
Illinois
$221K -$4.41K -42 -2%
1WA
2422
180 Wealth Advisors
Washington
$221K -$1.47K -14 -0.6%
CIP
2423
Capital Insight Partners
Arizona
$221K – – –
KWA
2424
Kellett Wealth Advisors
Ohio
$221K – – –
EAM
2425
Empirical Asset Management
Massachusetts
$220K -$11.8K -112 -5%
95 96
97
98 99