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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
ABWM
1301
Alpine Bank Wealth Management
Colorado
$2.05M +$1.97M +15,448 New
AP
1302
Americana Partners
Texas
$2.05M +$479K +3,765 +32%
BHBT
1303
Burke & Herbert Bank & Trust
Virginia
$2.04M – – –
HWMO
1304
Heritage Wealth Management (Ohio)
Ohio
$2.04M -$8.78K -69 -0.4%
DLA
1305
Douglas Lane & Associates
New York
$2.03M -$20K -157 -1%
ICP
1306
Interchange Capital Partners
Pennsylvania
$2.03M +$52.9K +416 +3%
EWM
1307
Elmwood Wealth Management
California
$2.03M -$33.7K -265 -2%
DA
1308
Detalus Advisors
Missouri
$2.02M +$891 +7 +0%
CAS
1309
Coppell Advisory Solutions
Texas
$2.02M -$1.07M -8,426 -35%
SMA
1310
Sage Mountain Advisors
Georgia
$2.02M +$42K +330 +2%
VIP
1311
Vista Investment Partners
Oklahoma
$2.02M +$7.51K +59 +0.4%
PP
1312
PDT Partners
New York
$2.02M +$891 +7 +0%
SW
1313
SteelPeak Wealth
California
$2.02M -$166K -1,302 -8%
AIM
1314
Avity Investment Management
Connecticut
$2.02M -$63.6K -500 -3%
CDDEC
1315
Caisse Des Depots Et Consignations
France
$2.01M +$434K +3,409 +29%
SSI
1316
Scott & Selber Inc
Texas
$2.01M -$1.53K -12 -0.1%
SCA
1317
St. Clair Advisors
Ohio
$2.01M – – –
NEAM
1318
New England Asset Management
Connecticut
$2.01M – – –
BIAS
1319
Beacon Investment Advisory Services
New Jersey
$2M -$265K -2,085 -12%
CIM
1320
Corda Investment Management
Texas
$2M -$3.18K -25 -0.2%
SC
1321
Sawyer & Company
Massachusetts
$2M -$241K -1,894 -11%
GL
1322
GHE LLC
Tennessee
$1.99M -$20.9K -164 -1%
BOC
1323
Barbara Oil Co
Illinois
$1.99M – – –
KA
1324
Kintegral Advisory
New York
$1.99M -$6.49K -51 -0.3%
ACA
1325
Atlas Capital Advisors
Wyoming
$1.99M – – –
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