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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
2576
Cypress Wealth Services
California
$317K -$394 -3 -0.1%
CWM
2577
Chemistry Wealth Management
New York
$317K – – –
TFA
2578
Trinity Financial Advisors
Ohio
$316K +$38.2K +291 +14%
APW
2579
Austin Private Wealth
Texas
$316K -$17.3K -132 -5%
CIP
2580
Convergence Investment Partners
Florida
$316K – – –
NQWM
2581
Northwest Quadrant Wealth Management
Oregon
$315K +$788 +6 +0.3%
EWP
2582
Elevation Wealth Partners
California
$315K -$4.2K -32 -1%
CAM
2583
Congress Asset Management
Massachusetts
$315K -$56.4K -430 -15%
BLAM
2584
Bourne Lent Asset Management
New York
$314K -$6.56K -50 -2%
PFWA
2585
Paces Ferry Wealth Advisors
Georgia
$314K -$41.9K -319 -12%
AEPWM
2586
Atlantic Edge Private Wealth Management
Florida
$314K -$11.2K -85 -3%
SWM
2587
Seed Wealth Management
Illinois
$314K -$162K -1,237 -35%
BGAI
2588
Bruce G. Allen Investments
Colorado
$314K -$8.93K -68 -3%
KIM
2589
Kestra Investment Management
Texas
$314K +$10.1K +77 +3%
WCM
2590
Washburn Capital Management
Florida
$314K -$9.71K -74 -3%
BEAM
2591
Baker Ellis Asset Management
Washington
$314K -$24.3K -185 -7%
HWMG
2592
Hurlow Wealth Management Group
Indiana
$314K -$181K -1,382 -37%
GSIS
2593
Global Strategic Investment Solutions
Arizona
$313K – – –
PPW
2594
Pasadena Private Wealth
California
$313K – – –
6F
2595
626 Financial
Michigan
$312K – – –
IA
2596
Insight Advisors
Pennsylvania
$312K -$14K -107 -4%
APM
2597
a16z Perennial Management
California
$312K +$305K +2,326 New
ANC
2598
Ames National Corp
Iowa
$311K – – –
TF
2599
Trek Financial
Arizona
$311K -$954K -7,266 -76%
M
2600
MOTCO
Texas
$311K +$125K +955 +70%
102 103
104
105 106