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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
KJHP
1601
K.J. Harrison & Partners
Ontario, Canada
$965K +$110K +1,005 +14%
AIM
1602
ARGA Investment Management
Connecticut
$965K +$356K +3,244 +62%
SF
1603
Symphony Financial
Texas
$964K +$94.7K +863 +11%
EIA
1604
Eldridge Investment Advisors
New Hampshire
$963K +$219 +2 +0%
CPSAC
1605
Chas P. Smith & Associates (CPS)
Florida
$959K -$8.55K -78 -0.9%
FIM
1606
Freedom Investment Management
Connecticut
$957K -$5.92K -54 -0.6%
KAS
1607
KPP Advisory Services
Kentucky
$956K +$44.4K +405 +5%
BOPW
1608
Brandywine Oak Private Wealth
Pennsylvania
$955K -$110 -1 -0%
SIM
1609
Sentry Investment Management
Wisconsin
$954K – – –
AOI
1610
Auto-Owners Insurance
Michigan
$953K – – –
I
1611
InceptionR
California
$951K +$485K +4,419 +113%
VFA
1612
Voya Financial Advisors
Connecticut
$951K -$29.8K -272 -3%
CP
1613
Covenant Partners
Tennessee
$951K +$7.9K +72 +0.9%
PBF
1614
Petix & Botte Financial
California
$947K – – –
BL
1615
Balentine LLC
Georgia
$946K +$298K +2,713 +49%
PWAM
1616
Pinnacle West Asset Management
Wyoming
$945K +$11.5K +105 +1%
EI
1617
Ellevest Inc
New York
$944K -$12.9K -118 -1%
CCM
1618
Carlson Capital Management
Minnesota
$940K +$67.9K +619 +8%
PP
1619
PrairieView Partners
Minnesota
$939K -$219K -2,000 -20%
WAG
1620
Wallace Advisory Group
California
$939K -$18.9K -172 -2%
PP
1621
Paloma Partners
Connecticut
$937K -$4.64M -42,330 -84%
AWE
1622
Avidian Wealth Enterprises
Texas
$936K +$17.2K +157 +2%
WCAMG
1623
Woodard & Company Asset Management Group
North Carolina
$934K – – –
SSC
1624
Syverson Strege & Co
Iowa
$933K -$175K -1,597 -16%
PWP
1625
Principle Wealth Partners
Connecticut
$933K – – –
63 64
65
66 67