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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
2851
Catalina Capital Group
California
$227K -$53K -402 -19%
TWM
2852
TriaGen Wealth Management
California
$226K +$15.6K +118 +8%
SCM
2853
Silvant Capital Management
Georgia
$226K – – –
CF
2854
Claris Financial
Virginia
$226K -$107K -810 -33%
KTM
2855
Keeler Thomas Management
Utah
$225K -$1.58M -11,991 -88%
GWP
2856
Gateway Wealth Partners
Wisconsin
$225K +$218K +1,656 New
NWM
2857
Northwest Wealth Management
Iowa
$225K +$3.69K +28 +2%
OPA
2858
Old Port Advisors
Maine
$225K +$2.5K +19 +1%
PP
2859
Pingora Partners
Wyoming
$224K – – –
TIM
2860
Thompson Investment Management
Wisconsin
$224K – – –
SEM
2861
Strategic Equity Management
Arizona
$224K -$87.2K -661 -29%
IA
2862
Inspire Advisors
Idaho
$223K -$6.07K -46 -3%
ACM
2863
Ascent Capital Management
Oregon
$223K +$216K +1,640 New
CG
2864
Clarus Group
Texas
$223K -$29.3K -222 -12%
NCM
2865
Next Capital Management
New York
$222K +$215K +1,634 New
MCM
2866
Mainstay Capital Management
Michigan
$222K +$215K +1,632 New
HPBT
2867
Hickory Point Bank & Trust
Illinois
$222K – – –
B
2868
Birchbrook
Maine
$222K – – –
EIM
2869
Essex Investment Management
Massachusetts
$222K – – –
OFW
2870
Omnia Family Wealth
Florida
$221K +$215K +1,628 New
SWM
2871
Silverlake Wealth Management
Vermont
$221K +$214K +1,624 New
GWM
2872
GK Wealth Management
Nevada
$221K -$135K -1,027 -39%
DWM
2873
DecisionMap Wealth Management
Virginia
$221K -$264 -2 -0.1%
SIA
2874
SeaBridge Investment Advisors
New Jersey
$220K – – –
TWPM
2875
Total Wealth Planning & Management
Florida
$220K – – –
113 114
115
116 117