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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
2501
Attessa Capital
Arizona
$295K +$302K +2,610 New
BFS
2502
BridgePort Financial Solutions
Iowa
$295K +$251K +2,171 New
PFG
2503
PAX Financial Group
Texas
$295K +$13.5K +117 +5%
CM
2504
Cercano Management
Washington
$295K – – –
BI
2505
Ballast Inc
Kentucky
$295K – – –
ATFA
2506
All Terrain Financial Advisors
Minnesota
$295K -$335K -2,900 -53%
TC
2507
Trilogy Capital
California
$295K +$11.7K +101 +4%
ATIA
2508
American Trust Investment Advisors
New Hampshire
$294K +$6.93K +60 +2%
SW
2509
Solidarity Wealth
Utah
$292K -$34.7K -300 -10%
PPP
2510
Private Portfolio Partners
New Jersey
$291K +$347 +3 +0.1%
IPW
2511
Inlet Private Wealth
Florida
$290K -$46.2K -400 -13%
MC
2512
Mathes Company
New York
$289K +$6.7K +58 +2%
HCC
2513
Hirtle Callaghan & Co
Pennsylvania
$289K +$295K +2,551 New
OWM
2514
Orca Wealth Management
Florida
$288K +$294K +2,548 New
RA
2515
Ruggaard & Associates
Ohio
$288K -$97.2K -841 -25%
RWM
2516
Rockline Wealth Management
New York
$288K – – –
CAAM
2517
Cornerstone Advisors Asset Management
Pennsylvania
$288K +$4.85K +42 +2%
SIA
2518
Spectrum Investment Advisors
Wisconsin
$288K +$2.08K +18 +0.7%
KW
2519
KWB Wealth
California
$287K -$26.8K -232 -8%
OCBCO
2520
Oversea-Chinese Banking Corp (OCBC)
Singapore
$286K +$292K +2,530 New
QCM
2521
Qsemble Capital Management
New York
$286K +$292K +2,527 New
BAM
2522
Beaumont Asset Management
Texas
$285K – – –
NCM
2523
Next Capital Management
New York
$285K +$56.6K +490 +24%
AWM
2524
Accel Wealth Management
Iowa
$285K -$14.6K -126 -5%
PP
2525
Patron Partners
Texas
$284K – – –
99 100
101
102 103