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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
926
Belpointe Asset Management
Nevada
$2.93M -$88K -964 -3%
NSB
927
Norway Savings Bank
Maine
$2.92M +$95.3K +1,044 +3%
JCM
928
Jacobi Capital Management
Pennsylvania
$2.9M +$669K +7,326 +30%
QT
929
Quantbot Technologies
New York
$2.9M -$7.45M -81,636 -72%
KFGK
930
Keystone Financial Group (Kentucky)
Kentucky
$2.9M -$453K -4,959 -13%
MC
931
Middleton & Co
Massachusetts
$2.88M -$52.9K -580 -2%
BPCE
932
Bank Pictet & Cie (Europe)
Germany
$2.86M -$1.52M -16,705 -35%
LAM
933
Lummis Asset Management
Texas
$2.86M -$35.3K -387 -1%
ANTB
934
AMG National Trust Bank
Colorado
$2.86M -$1.27M -13,890 -31%
NAM
935
NTV Asset Management
West Virginia
$2.85M -$67.9K -744 -2%
EFG
936
Embree Financial Group
Illinois
$2.85M +$59.2K +649 +2%
PDM
937
Penn Davis McFarland
Texas
$2.83M – – –
OIS
938
Okabena Investment Services
Minnesota
$2.83M -$9.22K -101 -0.3%
CIM
939
Corbyn Investment Management
Maryland
$2.83M +$1.38M +15,087 +94%
PIWA
940
Prevail Innovative Wealth Advisors
Kansas
$2.83M +$2.85M +31,178 New
TCM
941
Tandem Capital Management
New Jersey
$2.81M +$151K +1,655 +6%
OCA
942
OpenArc Corporate Advisory
Georgia
$2.8M +$159K +1,743 +6%
EWM
943
Empirical Wealth Management
Washington
$2.79M -$132K -1,449 -4%
CC
944
Courier Capital
New York
$2.79M -$149K -1,636 -5%
FTWA
945
Fifth Third Wealth Advisors
Ohio
$2.78M -$1.35M -14,830 -33%
HTI
946
Hikari Tsushin Inc
Japan
$2.78M -$207K -2,266 -7%
DAM
947
Delta Asset Management
Tennessee
$2.77M +$146K +1,602 +6%
AAIM
948
American Assets Investment Management
California
$2.77M – – –
SAM
949
Smartleaf Asset Management
Massachusetts
$2.76M – – –
SIG
950
Sargent Investment Group
Maryland
$2.76M +$9.4K +103 +0.3%
36 37
38
39 40