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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
1526
Trillium Asset Management
Massachusetts
$1.04M -$510K -4,492 -32%
LSPW
1527
Lake Street Private Wealth
Illinois
$1.04M +$5.34K +47 +0.5%
SP
1528
Successful Portfolios
Florida
$1.04M -$2.84K -25 -0.3%
ITIM
1529
Indiana Trust & Investment Management
Indiana
$1.04M +$6.59K +58 +0.6%
RCIM
1530
Red Cedar Investment Management
Michigan
$1.04M – – –
GRP
1531
Global Retirement Partners
California
$1.03M +$84.4K +743 +9%
RWP
1532
Ridgecrest Wealth Partners
California
$1.03M – – –
KA
1533
Klingman & Associates
New York
$1.03M +$5.22K +46 +0.5%
SIG
1534
Sargent Investment Group
Maryland
$1.03M +$79.5K +700 +8%
FB
1535
First Bancorp
Maine
$1.03M +$197K +1,737 +23%
T
1536
TOBAM
France
$1.02M +$74K +652 +7%
BFPW
1537
BOK Financial Private Wealth
Colorado
$1.02M -$776K -6,834 -42%
MSFS
1538
Main Street Financial Solutions
Pennsylvania
$1.02M +$182K +1,605 +21%
TFM
1539
TFC Financial Management
Massachusetts
$1.02M – – –
JGIA
1540
Jackson Grant Investment Advisers
Connecticut
$1.02M +$1.02K +9 +0.1%
CWM
1541
Cornerstone Wealth Management
Missouri
$1.02M +$79.4K +699 +8%
ACI
1542
Alpha Cubed Investments
California
$1.01M +$91.2K +803 +9%
CIA
1543
Citadel Investment Advisory
Ohio
$1.01M -$85.2K -750 -7%
HFA
1544
HC Financial Advisors
California
$1.01M -$3.98K -35 -0.4%
ESCM
1545
Echo Street Capital Management
New York
$1.01M +$10.8K +95 +1%
MMPW
1546
Mitchell McLeod Pugh & Williams
Alabama
$1.01M – – –
WCA
1547
Westover Capital Advisors
Delaware
$1M -$114K -1,003 -10%
FVWA
1548
Foster Victor Wealth Advisors
South Carolina
$1M -$49.1K -432 -4%
HCMT
1549
Highland Capital Management (Tennessee)
Tennessee
$991K +$227 +2 +0%
FAM
1550
Formidable Asset Management
Ohio
$988K +$3.86K +34 +0.4%
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