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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
1101
Chatham Capital Group
Georgia
$1.96M -$162K -1,770 -8%
PMG
1102
Private Management Group
California
$1.95M +$30K +329 +2%
TF
1103
Trek Financial
Arizona
$1.95M +$320K +3,509 +20%
ECM
1104
Element Capital Management
New York
$1.95M +$1.96M +21,500 New
XWM
1105
Xcel Wealth Management
Florida
$1.95M -$794K -8,698 -29%
HSA
1106
HBK Sorce Advisory
Pennsylvania
$1.95M +$102K +1,115 +6%
ICP
1107
Impact Capital Partners
Colorado
$1.94M -$173K -1,895 -8%
GDP
1108
Great Diamond Partners
Maine
$1.94M -$58.4K -640 -3%
OAM
1109
Oppenheimer Asset Management
New York
$1.94M -$348K -3,813 -15%
PL
1110
Parthenon LLC
Kentucky
$1.94M -$5.66K -62 -0.3%
LFS
1111
Legacy Financial Strategies
Kansas
$1.94M -$150K -1,644 -7%
FMWA
1112
Forvis Mazars Wealth Advisors
Missouri
$1.94M +$22.8K +250 +1%
SFS
1113
Stiles Financial Services
Minnesota
$1.93M -$284K -3,112 -13%
AWM
1114
Avior Wealth Management
Nebraska
$1.93M -$1.75M -19,199 -47%
SL
1115
Sentinus LLC
Illinois
$1.92M -$637K -6,982 -25%
GLR
1116
Great Lakes Retirement
Ohio
$1.92M +$255K +2,795 +15%
NERM
1117
New England Research & Management
Illinois
$1.92M -$63.9K -700 -3%
SFO
1118
Stokes Family Office
Louisiana
$1.92M -$429K -4,698 -18%
SAG
1119
SageView Advisory Group
California
$1.92M -$241K -2,641 -11%
PA
1120
PFW Advisors
Georgia
$1.92M +$163K +1,782 +9%
ET
1121
Equitable Trust
Tennessee
$1.91M -$54.3K -595 -3%
SNB
1122
Security National Bank
Nebraska
$1.91M +$141K +1,545 +8%
BA
1123
Bellwether Advisors
Nebraska
$1.91M – – –
PIMJS
1124
PKO Investment Management Joint-Stock
Poland
$1.91M -$137K -1,500 -7%
SW
1125
StrongBox Wealth
Missouri
$1.9M -$553K -6,056 -22%
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