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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
NWA
3201
New World Advisors
Massachusetts
– -$363K -2,895 Closed
CAM
3202
CPA Asset Management
Florida
– -$359K -2,863 Closed
TWM
3203
Thryve Wealth Management
Texas
– -$356K -2,843 Closed
CP
3204
Castleview Partners
Texas
– -$348K -2,775 Closed
MCM
3205
Monument Capital Management
Virginia
– -$348K -2,774 Closed
BPWM
3206
BCS Private Wealth Management
New Jersey
– -$345K -2,750 Closed
TPA
3207
Trivium Point Advisory
Connecticut
– -$344K -2,743 Closed
WAG
3208
Wallace Advisory Group
California
– -$341K -2,724 Closed
GCP
3209
Guardian Capital (Pennsylvania)
Pennsylvania
– -$339K -2,703 Closed
LC
3210
Lawood & Co
Pennsylvania
– -$332K -2,650 Closed
APG
3211
Abacus Planning Group
South Carolina
– -$331K -2,640 Closed
SB
3212
SIG Brokerage
New York
– -$298K -2,640 Closed
SCM
3213
Seascape Capital Management
New Hampshire
– -$330K -2,631 Closed
BAM
3214
BTS Asset Management
Massachusetts
– -$317K -2,543 Closed
DLCIG
3215
D.L. Carlson Investment Group
New Hampshire
– -$313K -2,500 Closed
MIH
3216
Meitav Investment House
Israel
– -$313K -2,500 Closed
BTWM
3217
Baker Tilly Wealth Management
Wisconsin
– -$305K -2,436 Closed
RI
3218
Ruggiero Investments
Florida
– -$303K -2,419 Closed
CNBOF
3219
City National Bank of Florida
Florida
– -$302K -2,407 Closed
KOC
3220
Koss-Olinger Consulting
Florida
– -$299K -2,383 Closed
TFA
3221
Tobias Financial Advisors
Florida
– -$298K -2,375 Closed
NQWM
3222
Northwest Quadrant Wealth Management
Oregon
– -$296K -2,361 Closed
EB
3223
Exchange Bank
California
– -$293K -2,336 Closed
CA
3224
Calton & Associates
Florida
– -$291K -2,323 Closed
APM
3225
a16z Perennial Management
California
– -$291K -2,320 Closed
127 128
129
130 131