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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
APW
2576
Austin Private Wealth
Texas
$316K -$17.3K -132 -5%
CIP
2577
Convergence Investment Partners
Florida
$316K – – –
NQWM
2578
Northwest Quadrant Wealth Management
Oregon
$315K +$788 +6 +0.3%
EWP
2579
Elevation Wealth Partners
California
$315K -$4.2K -32 -1%
CAM
2580
Congress Asset Management
Massachusetts
$315K -$56.4K -430 -15%
BLAM
2581
Bourne Lent Asset Management
New York
$314K -$6.56K -50 -2%
PFWA
2582
Paces Ferry Wealth Advisors
Georgia
$314K -$41.9K -319 -12%
AEPWM
2583
Atlantic Edge Private Wealth Management
Florida
$314K -$11.2K -85 -3%
SWM
2584
Seed Wealth Management
Illinois
$314K -$162K -1,237 -35%
BGAI
2585
Bruce G. Allen Investments
Colorado
$314K -$8.93K -68 -3%
KIM
2586
Kestra Investment Management
Texas
$314K +$10.1K +77 +3%
WCM
2587
Washburn Capital Management
Florida
$314K -$9.71K -74 -3%
BEAM
2588
Baker Ellis Asset Management
Washington
$314K -$24.3K -185 -7%
HWMG
2589
Hurlow Wealth Management Group
Indiana
$314K -$181K -1,382 -37%
GSIS
2590
Global Strategic Investment Solutions
Arizona
$313K – – –
PPW
2591
Pasadena Private Wealth
California
$313K – – –
6F
2592
626 Financial
Michigan
$312K – – –
IA
2593
Insight Advisors
Pennsylvania
$312K -$14K -107 -4%
APM
2594
a16z Perennial Management
California
$312K +$305K +2,326 New
ANC
2595
Ames National Corp
Iowa
$311K – – –
TF
2596
Trek Financial
Arizona
$311K -$954K -7,266 -76%
M
2597
MOTCO
Texas
$311K +$125K +955 +70%
MW
2598
MBL Wealth
North Carolina
$311K -$6.43K -49 -2%
RWI
2599
Red Wave Investments
Pennsylvania
$310K – – –
CWM
2600
Circle Wealth Management
New Jersey
$310K -$7.35K -56 -2%
102 103
104
105 106