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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
BP
951
Ballentine Partners
Massachusetts
$3.4M -$288K -2,881 -9%
LI
952
Louisbourg Investments
New Brunswick, Canada
$3.4M +$3.74M +37,446 New
OIA
953
OneDigital Investment Advisors
Kansas
$3.39M +$441K +4,412 +17%
CWM
954
Congress Wealth Management
Massachusetts
$3.38M +$1.54M +15,368 +100%
TPCW
955
TD Private Client Wealth
New York
$3.38M +$231K +2,313 +8%
SAM
956
Synergy Asset Management
Washington
$3.37M +$534K +5,349 +21%
VFA
957
Valeo Financial Advisors
Indiana
$3.36M +$653K +6,537 +27%
AAIM
958
American Assets Investment Management
California
$3.36M – – –
ADBIC
959
A.D. Beadell Investment Counsel
Wisconsin
$3.34M -$49K -490 -2%
NC
960
NovaPoint Capital
Georgia
$3.33M -$141K -1,412 -4%
PT
961
Plimoth Trust
Massachusetts
$3.33M +$49K +490 +2%
GP
962
Girard Partners
Pennsylvania
$3.31M -$1.56M -15,653 -34%
PI
963
Pettee Investors
Connecticut
$3.31M -$66.8K -669 -2%
CWM
964
Compass Wealth Management
Connecticut
$3.28M +$150K +1,505 +5%
NAS
965
Nicolet Advisory Services
Wisconsin
$3.28M -$710K -7,103 -19%
EP
966
Edgestream Partners
New Jersey
$3.27M +$1.71M +17,155 +136%
AG
967
AlTi Global
New York
$3.27M +$2.97M +29,737 New
BC
968
Burney Company
Virginia
$3.27M -$211K -2,113 -7%
PA
969
Profund Advisors
Maryland
$3.27M +$292K +2,922 +11%
HI
970
Horizon Investments
North Carolina
$3.26M -$949K -9,500 -24%
WI
971
Wahed Invest
New York
$3.25M +$225K +2,252 +8%
BHIA
972
Birch Hill Investment Advisors
Massachusetts
$3.23M +$205K +2,052 +8%
PAM
973
Peninsula Asset Management
Florida
$3.23M -$18.5K -185 -0.6%
CG
974
Caprock Group
Idaho
$3.23M +$1.5K +15 +0.1%
MPIA
975
Mountain Pacific Investment Advisers
Idaho
$3.22M +$123K +1,235 +4%
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