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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
UIM
2476
Unified Investment Management
Georgia
$356K -$38.1K -290 -10%
CNBOF
2477
City National Bank of Florida
Florida
$356K -$187K -1,425 -35%
WA
2478
Westfuller Advisors
New York
$356K +$349K +2,655 New
SW
2479
SkyOak Wealth
Michigan
$355K – – –
OWA
2480
One Wealth Advisors
California
$355K +$1.97K +15 +0.6%
POIA
2481
Pin Oak Investment Advisors
Texas
$355K -$66.6K -507 -16%
CKAIS
2482
Christensen King & Associates Investment Services
Washington
$354K +$263 +2 +0.1%
GWM
2483
Glass Wealth Management
Texas
$354K – – –
CBT
2484
CoreFirst Bank & Trust
Kansas
$353K – – –
TA
2485
TruWealth Advisors
Louisiana
$353K -$14.4M -109,352 -98%
GPW
2486
Genesis Private Wealth
Virginia
$352K +$1.05K +8 +0.3%
OIA
2487
Optimum Investment Advisors
Illinois
$352K -$13.1K -100 -4%
MTWM
2488
Masso Torrence Wealth Management
New Jersey
$352K +$88.5K +674 +35%
RIA
2489
Richwood Investment Advisors
Ohio
$352K -$25.6K -195 -7%
CISOA
2490
Capital Investment Services of America
Wisconsin
$351K – – –
WP
2491
WealthShield Partners
North Carolina
$351K -$9.45K -72 -3%
AF
2492
Affiance Financial
Minnesota
$351K -$29.3K -223 -8%
LWM
2493
Lakeridge Wealth Management
Ohio
$351K +$1.18K +9 +0.3%
BIA
2494
Bell Investment Advisors
California
$350K -$20.2K -154 -6%
AC
2495
Attessa Capital
Arizona
$350K – – –
TSS
2496
Two Sigma Securities
New York
$349K +$114K +869 +50%
CM
2497
Cercano Management
Washington
$349K – – –
HFP
2498
Holistic Financial Partners
Indiana
$349K +$6.83K +52 +2%
OWM
2499
Orca Wealth Management
Florida
$348K -$1.18K -9 -0.3%
KDA
2500
Kraft Davis & Associates
Missouri
$348K -$1.18K -9 -0.3%
98 99
100
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