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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
2551
WealthShield Partners
North Carolina
$331K +$2.93K +23 +0.9%
GCM
2552
Gambit Capital Management
Tennessee
$331K +$337K +2,645 New
CKAIS
2553
Christensen King & Associates Investment Services
Washington
$331K +$127 +1 +0%
PWP
2554
Ponta Wealth Partners
Florida
$331K +$336K +2,641 New
APG
2555
Abacus Planning Group
South Carolina
$331K +$30.6K +240 +10%
SB
2556
SIG Brokerage
New York
$331K -$215K -1,686 -39%
SHWA
2557
Safe Harbor Wealth Advisors
Ohio
$330K +$377K +2,961 New
BHC
2558
Bowen Hanes & Co
Florida
$330K -$8.41K -66 -2%
SCM
2559
Seascape Capital Management
New Hampshire
$330K -$4.33K -34 -1%
FFG
2560
Frisch Financial Group
New York
$329K -$36.6K -287 -10%
IP
2561
Isthmus Partners
Wisconsin
$328K +$334K +2,620 New
KDA
2562
Kraft Davis & Associates
Missouri
$328K +$3.95K +31 +1%
BI
2563
Ballast Inc
Kentucky
$327K -$10.4K -82 -3%
AC
2564
Attessa Capital
Arizona
$327K – – –
SHA
2565
Seneca House Advisors
Virginia
$327K -$7.77K -61 -2%
CJ
2566
Caitlin John
Michigan
$327K -$1.08M -8,503 -77%
CM
2567
Cercano Management
Washington
$327K – – –
STFP
2568
Signal Tree Financial Partners
Ohio
$326K – – –
AEPWM
2569
Atlantic Edge Private Wealth Management
Florida
$325K +$31.8K +250 +11%
LKIM
2570
Lawson Kroeker Investment Management
Nebraska
$325K -$333K -2,613 -50%
1C
2571
111 Capital
France
$325K +$330K +2,592 New
BFS
2572
BridgePort Financial Solutions
Iowa
$325K +$11.7K +92 +4%
TA
2573
TruWealth Advisors
Louisiana
$325K -$5.73K -45 -2%
EWS
2574
Evergreen Wealth Solutions
Pennsylvania
$324K +$330K +2,588 New
CISOA
2575
Capital Investment Services of America
Wisconsin
$324K -$5.1K -40 -2%
101 102
103
104 105