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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
2601
Crestone Asset Management
Colorado
$214K +$195K +1,521 New
CAM
2602
Concorde Asset Management
Michigan
$214K +$200K +1,561 New
SW
2603
SteelPeak Wealth
California
$212K -$317K -2,479 -62%
LBC
2604
Lawrence B. Cohen
$211K -$142K -1,106 -42%
MC
2605
Machina Capital
France
$211K +$192K +1,500 New
SC
2606
Sonen Capital
California
$211K +$192K +1,500 New
TI
2607
Truepoint Inc
Ohio
$211K +$192K +1,502 New
PS
2608
Planned Solutions
California
$210K +$191K +1,491 New
AWG
2609
Altus Wealth Group
Colorado
$210K +$191K +1,492 New
AHIA
2610
Andrew Hill Investment Advisors
Florida
$209K +$191K +1,490 New
TVWM
2611
Tower View Wealth Management
Wisconsin
$207K +$128 +1 +0.1%
SWM
2612
Selective Wealth Management
Virginia
$207K +$51.2K +400 +37%
CICI
2613
Capital Investment Counsel Inc
North Carolina
$207K +$188K +1,470 New
OAJ
2614
Ogorek Anthony Joseph
New York
$206K – – –
TC
2615
Tacita Capital
Ontario, Canada
$206K – – –
ECM
2616
Elgethun Capital Management
South Dakota
$206K +$191K +1,495 New
MA
2617
MKT Advisors
California
$206K +$220K +1,715 New
KWA
2618
Kellett Wealth Advisors
Ohio
$205K +$186K +1,456 New
DM
2619
Diker Management
New York
$204K +$185K +1,449 New
AWA
2620
Amplius Wealth Advisors
Pennsylvania
$204K +$186K +1,452 New
C
2621
Covestor
United Kingdom
$204K +$186K +1,452 New
ODIJL
2622
One Day In July LLC
Vermont
$204K +$186K +1,453 New
TWM
2623
Thrive Wealth Management
Pennsylvania
$203K +$185K +1,442 New
3F
2624
360 Financial
Minnesota
$203K +$185K +1,443 New
NAMM
2625
NorthStar Asset Management (Massachusetts)
Massachusetts
$203K +$184K +1,440 New
103 104
105
106 107