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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
SGI
2501
Summit Global Investments
Utah
$351K -$146K -1,151 -30%
GWM
2502
Glass Wealth Management
Texas
$350K – – –
PFM
2503
Phillips Financial Management
Indiana
$350K +$63.3K +497 +23%
CWA
2504
Clearview Wealth Advisors
Oregon
$348K -$11.1K -87 -3%
EW
2505
Elyxium Wealth
California
$348K +$334K +2,625 New
EGWAG
2506
Elwood & Goetz Wealth Advisory Group
Georgia
$348K +$50.9K +400 +18%
FFA
2507
Florida Financial Advisors
Florida
$347K +$21.5K +169 +7%
LWM
2508
Lakeridge Wealth Management
Ohio
$347K +$20.6K +162 +7%
AC
2509
Attessa Capital
Arizona
$346K – – –
WIM
2510
Westside Investment Management
California
$346K – – –
CM
2511
Cercano Management
Washington
$346K – – –
WFS
2512
Widmann Financial Services
Maryland
$346K +$62K +487 +23%
STFP
2513
Signal Tree Financial Partners
Ohio
$345K -$14.1K -111 -4%
KDA
2514
Kraft Davis & Associates
Missouri
$345K -$2.04K -16 -0.6%
DCM
2515
DGS Capital Management
New Jersey
$345K +$331K +2,599 New
EW
2516
Evexia Wealth
Wisconsin
$344K +$1.53K +12 +0.4%
BEAM
2517
Baker Ellis Asset Management
Washington
$344K +$34.1K +268 +12%
SLC
2518
Second Line Capital
Louisiana
$343K +$98.6K +775 +43%
BAM
2519
BOS Asset Management
Illinois
$342K -$5.22K -41 -2%
NCTC
2520
New Covenant Trust Company
Indiana
$342K -$14.9K -117 -4%
PIA
2521
Perennial Investment Advisors
California
$342K +$23K +181 +8%
VIA
2522
Victrix Investment Advisors
Florida
$342K +$328K +2,576 New
MA
2523
MJP Associates
Connecticut
$341K +$26.3K +207 +9%
LI
2524
Lafayette Investments
Maryland
$341K +$30.2K +237 +10%
IPW
2525
Inlet Private Wealth
Florida
$340K – – –
99 100
101
102 103