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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
2526
ARQ Wealth Advisors
Arizona
$274K +$302K +2,672 New
KA
2527
KDT Advisors
New York
$274K -$153K -1,351 -34%
SCA
2528
Sulzberger Capital Advisors
Florida
$273K – – –
UIM
2529
Unified Investment Management
Georgia
$273K – – –
SW
2530
SkyOak Wealth
Michigan
$272K – – –
CHWM
2531
Cauble & Harre Wealth Management
Missouri
$272K – – –
CKAIS
2532
Christensen King & Associates Investment Services
Washington
$272K +$339 +3 +0.1%
TA
2533
TruWealth Advisors
Louisiana
$272K +$6.21K +55 +2%
SWM
2534
Sterling Wealth Management
Illinois
$272K -$9.26K -82 -3%
TLP
2535
Trinity Legacy Partners
Texas
$271K -$1.83M -16,231 -86%
OWA
2536
One Wealth Advisors
California
$271K -$1.24K -11 -0.4%
FFG
2537
Frisch Financial Group
New York
$271K +$903 +8 +0.3%
SSW
2538
Smith Shellnut Wilson
Mississippi
$270K -$190K -1,683 -39%
JCFM
2539
JBR Co Financial Management
Oklahoma
$270K – – –
HFO
2540
Heritage Family Offices
Arizona
$270K -$1.21M -10,706 -80%
GPW
2541
Genesis Private Wealth
Virginia
$270K -$7.9K -70 -3%
ALA
2542
Atlas Legacy Advisors
California
$269K +$24.8K +220 +9%
AFPL
2543
Advus Financial Partners, LLC
Florida
$269K -$95K -841 -24%
IP
2544
Isthmus Partners
Wisconsin
$269K – – –
BFS
2545
BridgePort Financial Solutions
Iowa
$269K +$2.82K +25 +1%
EAN
2546
Excelsior Advisor Network
Colorado
$268K +$32.3K +286 +12%
EPIMS
2547
Evelyn Partners Investment Management Services
$268K -$94.4K -836 -24%
AC
2548
Attessa Capital
Arizona
$268K – – –
CM
2549
Cercano Management
Washington
$268K – – –
MMH
2550
Menora Mivtachim Holdings
Israel
$267K -$123M -1,092,688 -100%
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102
103 104