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Baxter International
BAX

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
601
Consultiva Wealth Management
Puerto Rico
$1.95K – – –
HCM
602
Hollencrest Capital Management
California
$1.83K – – –
JWM
603
JPL Wealth Management
Colorado
$1.78K +$2.05K +106 New
SHIM
604
Stone House Investment Management
Pennsylvania
$1.71K +$1.97K +102 New
MSFP
605
Mark Sheptoff Financial Planning
Connecticut
$1.68K – – –
TFM
606
TFC Financial Management
Massachusetts
$1.61K +$658 +34 +55%
PMFA
607
Plante Moran Financial Advisors
Michigan
$1.6K -$15.5K -800 -89%
KG
608
Kilter Group
New York
$1.6K +$948 +49 +107%
SFAM
609
Sawyer Falduto Asset Management
Illinois
$1.58K – – –
SFS
610
Sunrise Financial Services
Washington
$1.51K – – –
FRA
611
Front Row Advisors
California
$1.51K – – –
FPF
612
First Pacific Financial
Washington
$1.41K +$1.63K +84 New
SAM
613
Smartleaf Asset Management
Massachusetts
$1.28K -$6.02K -311 -79%
CB
614
CNB Bank
Pennsylvania
$1.26K – – –
CF
615
Collier Financial
Colorado
$1.23K – – –
SC
616
SouthState Corp
Florida
$1.18K +$155 +8 +13%
FFO
617
Fortitude Family Office
Arizona
$1.16K +$1.33K +69 New
HIA
618
Harbor Investment Advisory
Maryland
$1.13K -$1.94K -100 -60%
PWA
619
Portus Wealth Advisors
North Carolina
$1.09K +$1.26K +65 New
JWA
620
JFS Wealth Advisors
Pennsylvania
$1.04K – – –
1CP
621
1015 Capital Partners
Pennsylvania
$1.01K +$1.16K +60 New
WTA
622
Washington Trust Advisors
Massachusetts
$974 +$1.12K +58 New
BWL
623
Bogart Wealth LLC
Virginia
$941 +$561 +29 +107%
BC
624
Barrett & Company
Rhode Island
$874 – – –
SWP
625
Strategic Wealth Partners
Ohio
$840 -$832 -43 -46%
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