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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
EFM
1551
E Fund Management
China
$887K -$997K -10,927 -53%
CCG
1552
Coastwise Capital Group
California
$886K +$273K +2,990 +44%
AA
1553
Advisory Alpha
Michigan
$886K +$293K +3,211 +49%
MB
1554
MidFirst Bank
Oklahoma
$886K -$13.9K -152 -2%
MW
1555
Marble Wealth
Alabama
$885K -$54.9K -602 -6%
HPIA
1556
Hamilton Point Investment Advisors
North Carolina
$885K -$9.04K -99 -1%
4A
1557
4Wealth Advisors
Illinois
$883K +$176K +1,923 +25%
HKAM
1558
Horizon Kinetics Asset Management
New York
$882K +$13.7K +150 +2%
BCM
1559
Becker Capital Management
Oregon
$881K -$14.4K -158 -2%
RIG
1560
Renaissance Investment Group
Massachusetts
$877K +$23.9K +262 +3%
RC
1561
Roundview Capital
New Jersey
$873K -$270K -2,962 -24%
UHC
1562
Union Heritage Capital
Michigan
$872K -$902K -9,884 -51%
TWA
1563
TCI Wealth Advisors
Arizona
$871K -$30.7K -336 -3%
TNA
1564
True North Advisors
Texas
$868K -$843K -9,238 -49%
AHC
1565
Adell Harriman & Carpenter
Texas
$863K -$207K -2,263 -19%
RLWM
1566
RF&L Wealth Management
Massachusetts
$861K – – –
RMP
1567
Richards, Merrill & Peterson
Washington
$858K -$89.4K -979 -9%
ZAM
1568
Zevin Asset Management
Massachusetts
$858K -$37.6K -412 -4%
FFO
1569
Fiduciary Family Office
Florida
$858K -$3.83K -42 -0.4%
IPW
1570
Impact Partnership Wealth
Georgia
$857K +$863K +9,450 New
VBCG
1571
Valley Brook Capital Group
Pennsylvania
$857K -$79.9K -875 -8%
DA
1572
Doliver Advisors
Texas
$852K -$620K -6,789 -42%
CA
1573
COFG Advisors
Illinois
$848K -$119K -1,302 -12%
LAM
1574
LECAP Asset Management
United Kingdom
$848K +$18.1K +198 +2%
AWM
1575
Aberdeen Wealth Management
Illinois
$843K -$217K -2,375 -20%
61 62
63
64 65