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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
BPW
2401
Bingham Private Wealth
California
$338K +$346K +2,992 New
PAS
2402
Professional Advisory Services
Florida
$338K – – –
HFP
2403
Holistic Financial Partners
Indiana
$338K +$2.77K +24 +0.8%
MKA
2404
M. Kulyk & Associates
Georgia
$338K -$98.5K -852 -22%
SIS
2405
Strategic Investment Solutions
Illinois
$338K +$127K +1,100 +56%
4WM
2406
44 Wealth Management
Oregon
$337K -$7.97K -69 -2%
AGP
2407
Autumn Glory Partners
Texas
$337K -$36.9K -319 -10%
BTWM
2408
Brass Tax Wealth Management
Ohio
$337K -$462 -4 -0.1%
SRC
2409
Sage Rhino Capital
California
$337K -$2.43K -21 -0.7%
VIPI
2410
Vista Investment Partners II
Indiana
$335K +$343K +2,966 New
AIM
2411
Advyzon Investment Management
Illinois
$335K +$342K +2,963 New
CWM
2412
C2C Wealth Management
Arizona
$335K – – –
EA
2413
Everpar Advisors
Oklahoma
$334K +$15.5K +134 +5%
LB
2414
Legacy Bridge
Iowa
$334K – – –
SFP
2415
Shepherd Financial Partners
Massachusetts
$333K +$3.81K +33 +1%
SAF
2416
Smith Anglin Financial
Texas
$333K -$32.5K -281 -9%
UWPG
2417
Ullmann Wealth Partners Group
Florida
$333K +$73.5K +636 +28%
OWA
2418
Opal Wealth Advisors
New York
$333K -$28.7K -248 -8%
CIP
2419
Convergence Investment Partners
Florida
$332K +$1.39K +12 +0.4%
CWS
2420
Cypress Wealth Services
California
$331K +$2.31K +20 +0.7%
MCA
2421
Magnolia Capital Advisors
Mississippi
$331K +$338K +2,923 New
GF
2422
Gimbal Financial
Indiana
$330K +$347 +3 +0.1%
HIG
2423
Heritage Investment Group
Florida
$330K – – –
FA
2424
Fermata Advisors
California
$330K +$48.9K +423 +17%
PCM
2425
Prelude Capital Management
New York
$329K +$337K +2,913 New
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