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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1501
Soltis Investment Advisors
Utah
$1.03M +$38.2K +364 +4%
GWM
1502
Geneos Wealth Management
Colorado
$1.02M +$23.2K +221 +2%
HVP
1503
Hudson Value Partners
Florida
$1.02M – – –
KWMG
1504
King Wealth Management Group
Florida
$1.02M -$35.9K -342 -3%
CNBT
1505
Cornerstone National Bank & Trust
Illinois
$1.02M -$14.5K -138 -1%
SFS
1506
Summit Financial Strategies
Ohio
$1.02M -$6.93K -66 -0.6%
KA
1507
KLCM Advisors
Wisconsin
$1.01M -$6.62K -63 -0.6%
BFG
1508
Beacon Financial Group
Texas
$1.01M -$22.7K -216 -2%
CWP
1509
Curated Wealth Partners
California
$1.01M -$57.7K -549 -5%
HKAM
1510
Horizon Kinetics Asset Management
New York
$1M -$10.5K -100 -1%
MTIC
1511
Missouri Trust & Investment Company
Missouri
$999K -$10.5K -100 -1%
CWM
1512
Calamos Wealth Management
Illinois
$999K +$80.1K +763 +8%
CAM
1513
Close Asset Management
United Kingdom
$992K +$15.4K +147 +1%
RLWM
1514
RF&L Wealth Management
Massachusetts
$991K – – –
MC
1515
Martin & Co
Tennessee
$989K -$4.1K -39 -0.4%
KC
1516
Knuff & Co
California
$985K -$21.5K -205 -2%
PIM
1517
Provident Investment Management
Michigan
$985K +$358K +3,410 +50%
PVH
1518
Psagot Value Holdings
Israel
$984K +$93.5K +890 +10%
SIM
1519
Sentry Investment Management
Wisconsin
$976K -$224K -2,130 -17%
WB
1520
Webster Bank
Connecticut
$975K – – –
OAM
1521
Oak Asset Management
California
$975K – – –
USB
1522
Union Savings Bank
Connecticut
$973K +$49.4K +470 +5%
CCM
1523
Cohen Capital Management
California
$972K – – –
HPIA
1524
Hamilton Point Investment Advisors
North Carolina
$969K +$315 +3 +0%
RC
1525
RBF Capital
California
$969K – – –
59 60
61
62 63