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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1551
Burnham & Co
Michigan
$917K +$923K +10,107 New
TCBWMS
1552
Texas Capital Bank Wealth Management Services
Texas
$915K -$326K -3,570 -26%
HVIA
1553
Hudson Valley Investment Advisors
New York
$912K -$19.4K -213 -2%
APM
1554
Avidity Partners Management
Texas
$907K +$913K +10,000 New
SIAP
1555
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$905K -$144K -1,581 -14%
MCP
1556
Mirador Capital Partners
California
$904K -$49.6K -543 -5%
CC
1557
Cadinha & Co
Hawaii
$895K -$24.2K -265 -3%
SJIM
1558
St. Johns Investment Management
Florida
$895K +$9.22K +101 +1%
CG
1559
Corundum Group
Colorado
$889K -$11.1K -122 -1%
EFM
1560
E Fund Management
China
$887K -$997K -10,927 -53%
CCG
1561
Coastwise Capital Group
California
$886K +$273K +2,990 +44%
AA
1562
Advisory Alpha
Michigan
$886K +$293K +3,211 +49%
MB
1563
MidFirst Bank
Oklahoma
$886K -$13.9K -152 -2%
MW
1564
Marble Wealth
Alabama
$885K -$54.9K -602 -6%
HPIA
1565
Hamilton Point Investment Advisors
North Carolina
$885K -$9.04K -99 -1%
4A
1566
4Wealth Advisors
Illinois
$883K +$176K +1,923 +25%
HKAM
1567
Horizon Kinetics Asset Management
New York
$882K +$13.7K +150 +2%
BCM
1568
Becker Capital Management
Oregon
$881K -$14.4K -158 -2%
RIG
1569
Renaissance Investment Group
Massachusetts
$877K +$23.9K +262 +3%
RC
1570
Roundview Capital
New Jersey
$873K -$270K -2,962 -24%
UHC
1571
Union Heritage Capital
Michigan
$872K -$902K -9,884 -51%
TWA
1572
TCI Wealth Advisors
Arizona
$871K -$30.7K -336 -3%
TNA
1573
True North Advisors
Texas
$868K -$843K -9,238 -49%
AHC
1574
Adell Harriman & Carpenter
Texas
$863K -$207K -2,263 -19%
RLWM
1575
RF&L Wealth Management
Massachusetts
$861K – – –
61 62
63
64 65