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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
ABTD
2776
Arvest Bank Trust Division
Oklahoma
$250K +$4.75K +36 +2%
ACM
2777
Arlington Capital Management
Illinois
$250K – – –
AFW
2778
Avantra Family Wealth
Pennsylvania
$250K – – –
AFP
2779
Alpha Financial Partners
Kentucky
$250K +$29.5K +224 +14%
PWM
2780
Partners Wealth Management
California
$248K – – –
SIS
2781
Sound Income Strategies
Florida
$247K -$4.75K -36 -2%
IAS
2782
IMA Advisory Services
Colorado
$247K +$1.71K +13 +0.7%
GHA
2783
Granite Harbor Advisors
Texas
$247K +$30.7K +233 +15%
MPW
2784
Magnolia Private Wealth
Pennsylvania
$246K -$19.9K -151 -8%
FCM
2785
Fourpath Capital Management
Oklahoma
$246K -$1.58K -12 -0.7%
PAG
2786
Paladin Advisory Group
Iowa
$246K – – –
BFA
2787
Brown Financial Advisory
Alabama
$245K – – –
ATFA
2788
All Terrain Financial Advisors
Minnesota
$245K – – –
PWA
2789
Phoenix Wealth Advisors
North Carolina
$245K – – –
TIP
2790
Torray Investment Partners
Maryland
$245K – – –
LAS
2791
LWM Advisory Services
Florida
$243K -$17.8K -135 -7%
KFS
2792
Kelly Financial Services
Massachusetts
$243K +$20.8K +158 +10%
FC
2793
Fairscale Capital
New Hampshire
$243K +$50.9K +386 +25%
CCA
2794
Cottonwood Capital Advisors
Utah
$243K – – –
NCFG
2795
New Century Financial Group
New Jersey
$243K +$235K +1,784 New
A
2796
Argentarii
Ohio
$242K +$264 +2 +0.1%
OCM
2797
Orion Capital Management
California
$241K +$29K +220 +14%
BOM
2798
Bank of Marin
California
$241K -$3.17K -24 -1%
TCA
2799
Trifecta Capital Advisors
Illinois
$241K +$205K +1,557 +734%
SC
2800
Steph & Co
Wisconsin
$240K -$659 -5 -0.3%
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112
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