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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
751
Monte Financial Group
Connecticut
$5.26M +$69.6K +653 +1%
PWG
752
Portside Wealth Group
Utah
$5.25M +$5.13M +48,152 New
AG
753
AIA Group
Hong Kong
$5.23M +$2.79M +26,140 +120%
SC
754
SouthState Corp
Florida
$5.23M -$200K -1,879 -4%
LWANC
755
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.22M -$47.2K -443 -0.9%
BP
756
BBR Partners
New York
$5.21M -$11.2K -105 -0.2%
FAB
757
First American Bank
Illinois
$5.17M +$287K +2,696 +6%
PCA
758
Providence Capital Advisors
North Carolina
$5.15M +$19.2K +180 +0.4%
SLA
759
Silver Lake Advisory
Utah
$5.15M +$23.8K +223 +0.5%
SB
760
Simmons Bank
Arkansas
$5.14M -$271K -2,541 -5%
CHC
761
City Holding Co
West Virginia
$5.13M -$22.2K -208 -0.4%
SCM
762
Shelton Capital Management
Colorado
$5.13M -$709K -6,648 -12%
CPA
763
Capital Planning Advisors
California
$5.12M -$94.9K -890 -2%
ACM
764
Ayrshire Capital Management
Connecticut
$5.11M -$21.3K -200 -0.4%
CB
765
Cadence Bank
Mississippi
$5.01M +$111K +1,037 +2%
GWM
766
Graybill Wealth Management
Illinois
$5M +$20.3K +190 +0.4%
WIM
767
WealthPlan Investment Management
Nebraska
$5M -$5.04M -47,246 -51%
PFO
768
Pathstone Family Office
New Jersey
$4.99M +$725K +6,797 +18%
CTA
769
Colonial Trust Advisors
South Carolina
$4.96M -$299K -2,809 -6%
HJGA
770
Hardman Johnston Global Advisors
Connecticut
$4.94M – – –
IIM
771
INTECH Investment Management
Florida
$4.92M -$3.47M -32,517 -42%
DWP
772
Daymark Wealth Partners
Ohio
$4.92M +$260K +2,442 +6%
KFBMI
773
Kentucky Farm Bureau Mutual Insurance
Kentucky
$4.91M – – –
TA
774
Tamarack Advisers
California
$4.91M +$4.8M +45,000 New
RPC
775
Rossmore Private Capital
Connecticut
$4.9M +$2.45K +23 +0.1%
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