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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
2501
Attessa Capital
Arizona
$355K – – –
CWA
2502
Clearview Wealth Advisors
Oregon
$355K -$2.24K -17 -0.6%
SIA
2503
SGL Investment Advisors
Montana
$355K +$20.4K +155 +6%
LWM
2504
Lakeridge Wealth Management
Ohio
$355K -$527 -4 -0.2%
CM
2505
Cercano Management
Washington
$355K – – –
STFP
2506
Signal Tree Financial Partners
Ohio
$354K – – –
PFM
2507
Phillips Financial Management
Indiana
$353K -$5.67K -43 -2%
SLC
2508
Second Line Capital
Louisiana
$352K +$132 +1 +0%
NRG
2509
Nemes Rush Group
Michigan
$352K -$57.1K -433 -14%
KCP
2510
Kera Capital Partners
California
$351K +$34.5K +262 +11%
HWM
2511
Hemington Wealth Management
Virginia
$351K +$32.6K +247 +11%
VIA
2512
Victrix Investment Advisors
Florida
$350K +$132 +1 +0%
LI
2513
Lafayette Investments
Maryland
$350K – – –
USWIA
2514
UP Strategic Wealth Investment Advisors
Pennsylvania
$349K +$10.5K +80 +3%
ISWM
2515
Independent Solutions Wealth Management
New York
$349K +$45.8K +347 +16%
AWM
2516
Accel Wealth Management
Iowa
$349K +$2.5K +19 +0.7%
AG
2517
AmeriFlex Group
Nevada
$349K -$275K -2,089 -44%
LKBC
2518
L.K. Benson & Company
Maryland
$349K -$42.3K -321 -11%
HFP
2519
Holistic Financial Partners
Indiana
$348K -$58.3K -442 -15%
NCTC
2520
New Covenant Trust Company
Indiana
$347K -$4.22K -32 -1%
BFA
2521
Beacon Financial Advisory
Ohio
$347K +$91.9K +697 +38%
RWM
2522
Rockline Wealth Management
New York
$346K – – –
LCM
2523
Laurion Capital Management
New York
$346K +$336K +2,545 New
EFA
2524
Edge Financial Advisors
Illinois
$345K +$1.05K +8 +0.3%
BEAM
2525
Baker Ellis Asset Management
Washington
$344K -$8.97K -68 -3%
99 100
101
102 103