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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
2451
Bernardo Wealth Planning
Pennsylvania
$251K +$40K +438 +19%
RPWA
2452
Regent Peak Wealth Advisors
Georgia
$251K -$88.8K -973 -26%
FPH
2453
Financial Planning Hawaii
Hawaii
$251K +$253K +2,767 New
FFO
2454
Fortitude Family Office
Arizona
$251K -$36.1K -395 -12%
SIC
2455
Shoker Investment Counsel
Ohio
$250K -$4.29K -47 -2%
FHC
2456
First Heartland Consultants
Missouri
$250K +$251K +2,755 New
RFA
2457
Resurgent Financial Advisors
Georgia
$250K +$16.6K +182 +7%
GHA
2458
GW Henssler & Associates
Georgia
$249K -$6.21K -68 -2%
GSF
2459
Grove Street Fiduciary
New Hampshire
$249K – – –
PW
2460
PUREfi Wealth
Massachusetts
$248K +$21.6K +237 +9%
TCM
2461
Traynor Capital Management
Pennsylvania
$247K +$2.92K +32 +1%
CIG
2462
Cullen Investment Group
Louisiana
$247K -$33.7K -369 -12%
PWM
2463
Paulson Wealth Management
Illinois
$247K -$15.9K -174 -6%
LPAM
2464
Lodestar Private Asset Management
California
$247K – – –
ACS
2465
Archford Capital Strategies
Illinois
$246K +$36.3K +398 +17%
LI
2466
LRI Investments
Florida
$246K -$161K -1,762 -39%
LFASL
2467
Lugano Financial Advisors SA (LFA)
Switzerland
$246K – – –
FCM
2468
Fortis Capital Management
Washington
$246K +$247K +2,706 New
JC
2469
JB Capital
Connecticut
$245K -$5.66K -62 -2%
LP
2470
LMR Partners
United Kingdom
$245K +$247K +2,701 New
EW
2471
Enzi Wealth
Texas
$245K +$365 +4 +0.1%
CCP
2472
Cushing Capital Partners
Wisconsin
$245K -$1.46K -16 -0.6%
FCIM
2473
Fairview Capital Investment Management
California
$245K -$91.3K -1,000 -27%
OPTFSNA
2474
Old Point Trust & Financial Services N A
Virginia
$245K -$13.8K -151 -5%
QFA
2475
Quantum Financial Advisors
California
$244K -$28.8K -316 -11%
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99
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