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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
QPW
1601
Quantum Private Wealth
Florida
$1.01M -$43.7K -381 -4%
MWM
1602
Modern Wealth Management
Kansas
$1M +$426K +3,720 +73%
LSA
1603
Leonteq Securities AG
Switzerland
$1,000K -$358K -3,123 -26%
TFIPS
1604
Towarzystwo Funduszy Inwestycyjnych PZU SA
$999K -$63K -550 -6%
TWP
1605
Tyche Wealth Partners
Texas
$998K -$376K -3,282 -27%
CWM
1606
Calamos Wealth Management
Illinois
$997K -$22.7K -198 -2%
OA
1607
Oxbow Advisors
Texas
$996K +$41K +358 +4%
EI
1608
Ellevest Inc
New York
$995K +$66.9K +584 +7%
KCFA
1609
Key Client Fiduciary Advisors
New Jersey
$995K +$52.3K +456 +5%
JGIA
1610
Jackson Grant Investment Advisers
Connecticut
$995K +$1.03K +9 +0.1%
WG
1611
Winton Group
United Kingdom
$992K +$1M +8,729 New
GWMR
1612
GC Wealth Management RIA
Massachusetts
$990K +$205K +1,784 +26%
AAM
1613
AR Asset Management
California
$989K – – –
DFG
1614
Delta Financial Group
New Jersey
$988K +$210K +1,835 +27%
SWMG
1615
Sanchez Wealth Management Group
Florida
$983K +$4.93K +43 +0.5%
IWA
1616
Invera Wealth Advisors
Oregon
$982K – – –
FLI
1617
Family Legacy Inc
South Carolina
$982K -$17.8K -155 -2%
ATC
1618
Adirondack Trust Company
New York
$979K -$11.3K -99 -1%
SFS
1619
Summit Financial Strategies
Ohio
$976K -$208K -1,816 -17%
ILI
1620
Invesco LLC (Illinois)
Illinois
$974K +$32.2K +281 +3%
DCP
1621
DSM Capital Partners
Florida
$973K +$569K +4,961 +138%
CA
1622
Claro Advisors
Massachusetts
$971K +$34K +297 +4%
CPSAC
1623
Chas P. Smith & Associates (CPS)
Florida
$969K -$143K -1,247 -13%
CP
1624
Capital Planning
Washington
$969K +$103K +902 +12%
CCA
1625
Cobblestone Capital Advisors
New York
$965K +$68.8K +600 +8%
63 64
65
66 67