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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
1426
Pathway Financial Advisors
Vermont
$554K – – –
SFS
1427
Summit Financial Strategies
Ohio
$553K +$281 +4 +0.1%
IC
1428
InterOcean Capital
Illinois
$553K +$42.4K +603 +9%
SAM
1429
Seelaus Asset Management
New Jersey
$550K -$4.22K -60 -0.8%
TF
1430
Tompkins Financial
New York
$549K +$109K +1,555 +26%
ACA
1431
Atlas Capital Advisors
Wyoming
$549K – – –
FA
1432
Fagan Associates
New York
$548K – – –
FMWA
1433
Forvis Mazars Wealth Advisors
Missouri
$548K +$47.4K +675 +10%
LIM
1434
Lathrop Investment Management
Arkansas
$548K +$82.1K +1,168 +18%
CA
1435
Calton & Associates
Florida
$546K +$202K +2,870 +61%
WCAMG
1436
Woodard & Company Asset Management Group
North Carolina
$545K -$47.6K -677 -8%
SMFS
1437
Squar Milner Financial Services
California
$542K +$67.5K +960 +15%
ZAM
1438
Zevin Asset Management
Massachusetts
$539K – – –
BP
1439
Broadleaf Partners
Ohio
$536K – – –
WCM
1440
WealthBridge Capital Management
Ohio
$536K +$521K +7,414 New
SA
1441
Sicart Associates
New York
$534K – – –
MFG
1442
Magnus Financial Group
New York
$534K +$519K +7,389 New
JCM
1443
Janney Capital Management
Pennsylvania
$533K -$37K -526 -7%
PB
1444
Pinnacle Bancorp
Nebraska
$533K +$518K +7,374 New
CTA
1445
Colonial Trust Advisors
South Carolina
$532K – – –
ACM
1446
Argent Capital Management
Missouri
$528K – – –
IIM
1447
Intact Investment Management
Quebec, Canada
$528K – – –
DHFB
1448
Dixon Hubard Feinour & Brown
Virginia
$528K +$14.1K +200 +3%
AWE
1449
Avidian Wealth Enterprises
Texas
$528K +$281K +4,003 +121%
CCM
1450
Crossvault Capital Management
Texas
$527K +$512K +7,289 New
56 57
58
59 60