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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
2751
Phoenix Wealth Advisors
North Carolina
$215K +$4.39K +38 +2%
OFS
2752
Oldfather Financial Services
Nebraska
$215K +$1.04K +9 +0.5%
OMC
2753
Overbrook Management Corp
New York
$215K -$99K -857 -31%
RA
2754
Riverstone Advisors
Texas
$215K – – –
BFA
2755
Brown Financial Advisory
Alabama
$214K +$10.6K +92 +5%
KWM
2756
Kaydan Wealth Management
Michigan
$214K +$116 +1 +0.1%
KBFS
2757
Kohmann Bosshard Financial Services
Ohio
$214K -$69.3K -600 -24%
CGH
2758
CMG Global Holdings
Texas
$213K – – –
WFA
2759
WestHill Financial Advisors
California
$213K +$218K +1,886 New
BFA
2760
Beacon Financial Advisory
Ohio
$213K +$14.4K +125 +7%
PWM
2761
Partners Wealth Management
California
$213K +$218K +1,883 New
IA
2762
IAM Advisory
Pennsylvania
$213K -$1.62K -14 -0.7%
WAG
2763
Wiser Advisor Group
Arizona
$213K -$3.93K -34 -2%
BC
2764
Barrett & Company
Rhode Island
$212K – – –
RB
2765
Renasant Bank
Mississippi
$212K +$216K +1,873 New
KIA
2766
Kraematon Investment Advisors
Massachusetts
$212K – – –
BBNB
2767
Baker Boyer National Bank
Washington
$212K +$2.31K +20 +1%
DMBA
2768
Deseret Mutual Benefit Administrators
Utah
$211K +$4.28K +37 +2%
NC
2769
Napatree Capital
Rhode Island
$211K +$215K +1,863 New
WAL
2770
W Advisors LLC
Tennessee
$211K +$1.04K +9 +0.5%
KIC
2771
Keating Investment Counselors
Florida
$210K – – –
WSWA
2772
Warren Street Wealth Advisors
California
$209K +$809 +7 +0.4%
CIS
2773
Custom Index Systems
New York
$209K +$213K +1,845 New
ACM
2774
Arlington Capital Management
Illinois
$208K – – –
AFW
2775
Avantra Family Wealth
Pennsylvania
$208K +$212K +1,838 New
109 110
111
112 113