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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
PSP
2776
Principal Street Partners
Tennessee
$208K +$212K +1,838 New
WP
2777
WealthShield Partners
North Carolina
$207K -$84.1K -728 -28%
1WA
2778
180 Wealth Advisors
Washington
$207K -$1.62K -14 -0.8%
GCA
2779
Greenwood Capital Associates
South Carolina
$207K -$10.1K -87 -5%
FCM
2780
Fourpath Capital Management
Oklahoma
$207K -$3.12K -27 -1%
SWIG
2781
Strategic Wealth Investment Group
Kentucky
$206K -$57.3K -496 -21%
FA
2782
FF Advisors
California
$206K -$1.73K -15 -0.8%
TAM
2783
Townsend Asset Management
North Carolina
$206K +$1.16K +10 +0.6%
FWP
2784
Falcon Wealth Planning
California
$205K -$8.9K -77 -4%
T
2785
Tableaux
Massachusetts
$205K +$210K +1,813 New
SLC
2786
Second Line Capital
Louisiana
$205K -$72.7K -629 -26%
W
2787
WorthPointe
California
$205K +$2.77K +24 +1%
PAG
2788
Paladin Advisory Group
Iowa
$204K – – –
IAS
2789
IMA Advisory Services
Colorado
$204K – – –
TIP
2790
Torray Investment Partners
Maryland
$204K – – –
CPSC
2791
Carl P. Sherr & Co
Massachusetts
$203K – – –
AWA
2792
Archvest Wealth Advisors
California
$203K – – –
ABTD
2793
Arvest Bank Trust Division
Oklahoma
$203K +$207K +1,795 New
SWP
2794
Summit Wealth Partners
Florida
$203K +$207K +1,794 New
TIM
2795
Thompson Investment Management
Wisconsin
$202K – – –
PWS
2796
Peterson Wealth Services
Utah
$202K +$1.97K +17 +1%
CCA
2797
Cottonwood Capital Advisors
Utah
$202K -$2.66K -23 -1%
AA
2798
Armis Advisers
Georgia
$202K +$206K +1,782 New
TSWM
2799
Tyler-Stone Wealth Management
Ohio
$201K +$2.2K +19 +1%
LT
2800
Legacy Trust
Michigan
$201K -$12.1K -105 -6%
110 111
112
113 114