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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1301
Curated Wealth Partners
California
$1.77M +$218K +1,889 +14%
WBC
1302
West Branch Capital
Massachusetts
$1.76M +$30.3K +262 +2%
BC
1303
Broadwater Capital
Massachusetts
$1.76M -$12.7K -110 -0.7%
EWM
1304
Elmwood Wealth Management
California
$1.76M -$42.2K -365 -2%
FSA
1305
Fort Sheridan Advisors
Illinois
$1.76M +$173K +1,500 +11%
GF
1306
Gries Financial
Ohio
$1.75M +$112K +971 +7%
AIM
1307
AHL Investment Management
Florida
$1.75M -$9.24K -80 -0.5%
DLA
1308
Douglas Lane & Associates
New York
$1.75M -$18.3K -158 -1%
SAG
1309
SageView Advisory Group
California
$1.74M +$697K +6,028 +64%
HWMO
1310
Heritage Wealth Management (Ohio)
Ohio
$1.74M – – –
BHBT
1311
Burke & Herbert Bank & Trust
Virginia
$1.74M – – –
PPWM
1312
Paragon Private Wealth Management
Kentucky
$1.74M +$47.6K +412 +3%
BB
1313
Berkshire Bank
Massachusetts
$1.74M -$80.4K -696 -4%
DAS
1314
DMKC Advisory Services
Iowa
$1.74M +$1.78M +15,365 New
BHPW
1315
Beverly Hills Private Wealth
California
$1.73M -$57K -493 -3%
SCI
1316
Stableford Capital II
Arizona
$1.73M -$10.6K -92 -0.6%
DA
1317
Detalus Advisors
Missouri
$1.72M -$3.35K -29 -0.2%
PP
1318
PDT Partners
New York
$1.72M – – –
SC
1319
Searle & Co
Connecticut
$1.72M – – –
SSI
1320
Scott & Selber Inc
Texas
$1.72M +$116 +1 +0%
GL
1321
GHE LLC
Tennessee
$1.72M +$83K +718 +5%
SCA
1322
St. Clair Advisors
Ohio
$1.71M – – –
VIP
1323
Vista Investment Partners
Oklahoma
$1.71M -$7.28K -63 -0.4%
NEAM
1324
New England Asset Management
Connecticut
$1.71M – – –
CIM
1325
Corda Investment Management
Texas
$1.71M +$17.4K +151 +1%
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