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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
AI
1526
AdvisorShares Investments
Maryland
$662K +$638K +7,617 New
BS
1527
Banco Santander
Spain
$660K -$11.1M -132,190 -95%
FMWA
1528
Forvis Mazars Wealth Advisors
Missouri
$660K +$98.2K +1,173 +18%
RA
1529
RFG Advisory
Alabama
$656K +$225K +2,691 +55%
ECM
1530
Evergreen Capital Management
Washington
$654K +$14K +167 +2%
BFPW
1531
BOK Financial Private Wealth
Colorado
$653K +$328K +3,917 +109%
CST
1532
Charles Schwab Trust
Nevada
$652K +$123K +1,470 +24%
AAP
1533
Ardsley Advisory Partners
Connecticut
$651K -$838K -10,000 -57%
FA
1534
Fagan Associates
New York
$651K -$8.38K -100 -1%
BOM
1535
Bank of Marin
California
$650K +$626K +7,480 New
ADL
1536
Asset Dedication LLC
California
$647K -$28.6K -342 -4%
ZAM
1537
Zevin Asset Management
Massachusetts
$647K – – –
BCP
1538
Blackhawk Capital Partners
Wisconsin
$646K – – –
SA
1539
Sicart Associates
New York
$642K – – –
FWM
1540
Frontier Wealth Management
Missouri
$641K -$243K -2,901 -28%
SC
1541
Slow Capital
California
$637K +$614K +7,335 New
CCM
1542
Cribstone Capital Management
Maine
$634K -$157K -1,870 -20%
MWA
1543
Meridian Wealth Advisors
Texas
$634K – – –
KC
1544
Knuff & Co
California
$634K +$25.1K +300 +4%
PCG
1545
Private Capital Group
Connecticut
$633K +$11K +131 +2%
WCM
1546
WealthBridge Capital Management
Ohio
$632K +$5.44K +65 +0.9%
ATPW
1547
Ashton Thomas Private Wealth
Arizona
$632K +$10.4K +124 +2%
CAG
1548
Csenge Advisory Group
Florida
$630K +$42.4K +506 +8%
OC
1549
Oakworth Capital
Alabama
$628K +$47.2K +563 +8%
MCM
1550
McRae Capital Management
New Jersey
$626K -$142K -1,700 -19%
60 61
62
63 64