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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
UWPG
2501
Ullmann Wealth Partners Group
Florida
$269K +$32.3K +282 +14%
AA
2502
Alesco Advisors
New York
$269K -$6.65K -58 -2%
BAM
2503
Bosun Asset Management
Illinois
$267K -$3.9K -34 -1%
CASB
2504
Cape Ann Savings Bank
Massachusetts
$267K – – –
GPA
2505
Garrison Point Advisors
California
$267K +$14.3K +125 +6%
RWI
2506
Red Wave Investments
Pennsylvania
$266K +$3.78K +33 +1%
KDA
2507
Kraft Davis & Associates
Missouri
$266K -$17K -148 -5%
6F
2508
626 Financial
Michigan
$265K +$11.5K +100 +4%
LAM
2509
Lakewood Asset Management
Illinois
$265K +$12.6K +110 +5%
WRM
2510
Weybosset Research & Management
Rhode Island
$265K – – –
CWM
2511
Cabot Wealth Management
Massachusetts
$265K -$3.32K -29 -1%
TWA
2512
Tandem Wealth Advisors
Arizona
$264K – – –
IWN
2513
Independent Wealth Network
Iowa
$264K -$14.1K -123 -5%
EAM
2514
Empirical Asset Management
Massachusetts
$263K +$480K +4,187 +184%
BWM
2515
BigSur Wealth Management
Florida
$263K – – –
CWM
2516
Centric Wealth Management
Illinois
$262K -$3.32K -29 -1%
ORC
2517
O'Rourke & Company
Massachusetts
$262K +$14.2K +124 +6%
JSW
2518
Journey Strategic Wealth
New Jersey
$261K +$263K +2,293 New
ES
2519
Eagle Strategies
New York
$260K +$262K +2,283 New
RP
2520
Rowlandmiller & Partners
Georgia
$259K – – –
PWM
2521
Paulson Wealth Management
Illinois
$259K -$7.57K -66 -3%
WAG
2522
Windsor Advisory Group
Ohio
$258K +$19.8K +173 +8%
TAM
2523
Townsend Asset Management
North Carolina
$258K +$260K +2,267 New
PIA
2524
Perennial Investment Advisors
California
$257K – – –
SSC
2525
Syverson Strege & Co
Iowa
$257K +$28K +244 +12%
99 100
101
102 103