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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
2476
Simplicity Wealth
New Jersey
$267K +$242K +2,425 New
AA
2477
Alesco Advisors
New York
$267K – – –
ODIJL
2478
One Day In July LLC
Vermont
$267K -$38K -380 -14%
NQWM
2479
Northwest Quadrant Wealth Management
Oregon
$267K +$899 +9 +0.4%
MIA
2480
MainStreet Investment Advisors
Illinois
$266K -$54.6K -546 -18%
CASB
2481
Cape Ann Savings Bank
Massachusetts
$266K -$7.49K -75 -3%
SRSA
2482
S.R. Schill & Associates
Washington
$265K -$300K -3,001 -55%
PCH
2483
PGIM Custom Harvest
New Jersey
$265K +$19.1K +191 +9%
MW
2484
Maia Wealth
Colorado
$264K +$240K +2,402 New
AA
2485
Altman Advisors
Illinois
$264K +$240K +2,399 New
CIA
2486
Cascade Investment Advisors
Oregon
$263K – – –
BAM
2487
Bosun Asset Management
Illinois
$263K -$42.2K -422 -15%
HIM
2488
Hillsdale Investment Management
Ontario, Canada
$262K +$46K +460 +24%
CPG
2489
Custom Portfolio Group
Colorado
$261K +$237K +2,372 New
EWP
2490
Engrave Wealth Partners
Texas
$261K +$7.69K +77 +3%
TWM
2491
TriaGen Wealth Management
California
$261K – – –
CWM
2492
Cabot Wealth Management
Massachusetts
$260K +$6.09K +61 +3%
AP
2493
AtonRa Partners
Switzerland
$258K -$18.8K -188 -7%
PWM
2494
Paulson Wealth Management
Illinois
$258K +$6.09K +61 +3%
ISB
2495
Iowa State Bank
Iowa
$257K -$10.3K -103 -4%
GAM
2496
Grandview Asset Management
Pennsylvania
$256K -$30.1K -301 -11%
TWA
2497
Tandem Wealth Advisors
Arizona
$256K – – –
JCM
2498
Jacobsen Capital Management
Utah
$255K +$232K +2,321 New
ACM
2499
Advance Capital Management
Michigan
$255K +$12K +120 +5%
BIA
2500
Barry Investment Advisors
Massachusetts
$255K -$20.1K -201 -8%
98 99
100
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