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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
2801
IMA Advisory Services
Colorado
$195K +$1.24K +11 +0.6%
RF
2802
Roxbury Financial
New Jersey
$194K +$452 +4 +0.2%
SEP
2803
Signature Equity Partners
Ohio
$193K -$168K -1,484 -44%
BC
2804
Barrett & Company
Rhode Island
$193K – – –
WCM
2805
Winthrop Capital Management
Indiana
$188K -$11.3K -100 -5%
CCAM
2806
Cascades Capital Asset Management
North Carolina
$188K -$4.18K -37 -2%
SOW
2807
State of Wyoming
Wyoming
$183K -$27.3K -242 -12%
CI
2808
Corient IA
Florida
$183K -$24.8K -220 -11%
OCWP
2809
Owl Creek Wealth Partners
Colorado
$182K +$201K +1,776 New
MWA
2810
Medallion Wealth Advisors
Connecticut
$179K -$13.3K -118 -6%
AA
2811
AlphaCentric Advisors
Puerto Rico
$174K +$11.2K +99 +6%
WSFG
2812
Wall Street Financial Group
Illinois
$174K +$191K +1,693 New
WSA
2813
Wealth Science Advisors
Georgia
$172K +$155K +1,370 New
BBPWM
2814
Blue Bell Private Wealth Management
Pennsylvania
$171K +$80.2K +710 +74%
TCA
2815
Trifecta Capital Advisors
Illinois
$171K – – –
SCM
2816
Silvant Capital Management
Georgia
$171K – – –
PP
2817
Pingora Partners
Wyoming
$169K – – –
CG
2818
Curat Global
New Hampshire
$168K -$169K -1,500 -48%
FCT
2819
First Community Trust
Iowa
$168K – – –
B
2820
Birchbrook
Maine
$167K -$3.73K -33 -2%
EIM
2821
Essex Investment Management
Massachusetts
$166K -$1.69K -15 -0.9%
HB
2822
Horizon Bancorp
Indiana
$163K -$27.4K -243 -13%
TIM
2823
Thompson Investment Management
Wisconsin
$163K – – –
SC
2824
Steph & Co
Wisconsin
$161K -$7.68K -68 -4%
WPWM
2825
Western Pacific Wealth Management
Illinois
$160K – – –
111 112
113
114 115