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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
2401
Insight Wealth Partners
Texas
$316K -$68.6K -598 -18%
CA
2402
Carson Advisory
Georgia
$316K +$13.2K +115 +4%
BHC
2403
Bowen Hanes & Co
Florida
$315K -$115 -1 -0%
SIA
2404
Spectrum Investment Advisors
Wisconsin
$315K +$3.32K +29 +1%
EFG
2405
Ethos Financial Group
Pennsylvania
$314K -$8.03K -70 -2%
EWP
2406
Elevation Wealth Partners
California
$313K – – –
CS
2407
Capital Square
Tennessee
$312K +$4.36K +38 +1%
LA
2408
Lifeworks Advisors
Michigan
$311K -$88.6K -773 -22%
ESBC
2409
E.S. Barr & Co
Kentucky
$311K -$251K -2,191 -44%
AM
2410
AGF Management
Ontario, Canada
$311K +$9.29K +81 +3%
OIA
2411
Optimum Investment Advisors
Illinois
$310K – – –
EFA
2412
Edge Financial Advisors
Illinois
$310K +$312K +2,725 New
FFS
2413
Founders Financial Securities
Maryland
$310K -$345K -3,011 -53%
AWM
2414
Atticus Wealth Management
Florida
$309K -$31.5K -275 -9%
BCG
2415
Breakwater Capital Group
New Jersey
$309K – – –
T
2416
TCWP
Ohio
$308K -$5.96K -52 -2%
CSWG
2417
Cardinal Strategic Wealth Guidance
Kentucky
$308K – – –
NL
2418
Navalign LLC
California
$308K – – –
B
2419
Bellecapital
Switzerland
$308K – – –
AC
2420
Annandale Capital
Texas
$307K – – –
LSC
2421
Lesa Sroufe & Co
Washington
$306K – – –
CPG
2422
Cornerstone Planning Group
New Jersey
$306K +$3.44K +30 +1%
SW
2423
SkyOak Wealth
Michigan
$305K – – –
PCMC
2424
Private Capital Management (Colorado)
Colorado
$305K +$6.88K +60 +2%
CWS
2425
Cypress Wealth Services
California
$304K -$82.8K -722 -21%
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