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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
2526
Trellis Advisors
Washington
$245K – – –
CBOR
2527
Community Bank of Raymore
Missouri
$244K – – –
EIM
2528
Essex Investment Management
Massachusetts
$243K – – –
BEAM
2529
Baker Ellis Asset Management
Washington
$242K – – –
FSC
2530
Full Sail Capital
Oklahoma
$242K +$16K +125 +7%
QC
2531
Quent Capital
New York
$242K +$220K +1,716 New
DAM
2532
Doheny Asset Management
California
$241K -$64K -500 -23%
OCM
2533
Osterweis Capital Management
California
$241K -$7.68K -60 -3%
SWM
2534
Shakespeare Wealth Management
Wisconsin
$241K – – –
TLFA
2535
True Link Financial Advisors
California
$241K – – –
ED
2536
Exane Derivatives
France
$240K +$7.94K +62 +4%
FCM
2537
Fourpath Capital Management
Oklahoma
$240K +$218K +1,706 New
AFG
2538
Albion Financial Group
Utah
$239K -$23.7K -185 -10%
PWG
2539
Private Wealth Group
Florida
$239K – – –
SWA
2540
Safir Wealth Advisors
New Hampshire
$239K – – –
TWP
2541
Tempus Wealth Planning
California
$239K – – –
CGA
2542
Crescent Grove Advisors
Illinois
$239K +$218K +1,701 New
BFG
2543
Baron Financial Group
New Jersey
$239K – – –
LWA
2544
Lineweaver Wealth Advisors
Ohio
$238K -$18K -141 -8%
AWA
2545
Acorn Wealth Advisors
Michigan
$238K -$8.06K -63 -4%
RPA
2546
Rock Point Advisors
Vermont
$238K +$216K +1,688 New
HWA
2547
HHM Wealth Advisors
Tennessee
$237K +$33.3K +260 +18%
MCA
2548
Magnolia Capital Advisors
Mississippi
$237K +$216K +1,686 New
PFA
2549
Plotkin Financial Advisors
Maryland
$237K +$215K +1,681 New
MAG
2550
Mayfair Advisory Group
Alabama
$236K -$15.4K -120 -6%
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