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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
AMG
1326
Asset Management Group
Connecticut
$1.62M +$6.91K +63 +0.4%
CBT
1327
Central Bank & Trust
Kentucky
$1.62M -$25.2K -230 -2%
SB
1328
Sunflower Bank
Texas
$1.62M -$24.2K -221 -2%
SAM
1329
Simplify Asset Management
Nevada
$1.61M +$621K +5,664 +67%
PWA
1330
Provenance Wealth Advisors
Florida
$1.61M +$44.9K +409 +3%
SMA
1331
Sage Mountain Advisors
Georgia
$1.6M +$420K +3,831 +37%
FSA
1332
Fort Sheridan Advisors
Illinois
$1.6M +$58.1K +530 +4%
ICP
1333
Ironvine Capital Partners
Nebraska
$1.6M – – –
EHWM
1334
Eads & Heald Wealth Management
Georgia
$1.6M -$111K -1,009 -7%
SWM
1335
SeaCrest Wealth Management
New York
$1.6M -$20.4K -186 -1%
FW
1336
FullCircle Wealth
Texas
$1.59M +$14.8K +135 +1%
EM
1337
Excalibur Management
Massachusetts
$1.59M -$987 -9 -0.1%
CNBT
1338
Cornerstone National Bank & Trust
Illinois
$1.59M +$129K +1,172 +9%
SACTSONJ
1339
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.58M – – –
AP
1340
Appleton Partners
Massachusetts
$1.58M -$88.4K -806 -5%
BFA
1341
Brown Financial Advisors
Ohio
$1.58M -$149K -1,357 -9%
JWM
1342
Jeppson Wealth Management
California
$1.58M -$1.1K -10 -0.1%
WP
1343
WealthPLAN Partners
Nebraska
$1.58M -$2.09M -19,015 -58%
GLR
1344
Great Lakes Retirement
Ohio
$1.58M +$36.7K +335 +2%
AI
1345
Accredited Investors
Minnesota
$1.57M +$116K +1,062 +8%
NL
1346
NVWM LLC
Pennsylvania
$1.57M +$22.7K +207 +2%
NONA
1347
Ninety One North America
New York
$1.57M +$1.51M +13,734 New
CWP
1348
Curated Wealth Partners
California
$1.56M +$307K +2,800 +26%
WAM
1349
Werlinich Asset Management
Connecticut
$1.56M +$11K +100 +0.7%
AP
1350
Americana Partners
Texas
$1.56M +$536K +4,887 +56%
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