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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
1626
KPP Advisory Services
Kentucky
$996K +$48.8K +422 +5%
FIM
1627
Freedom Investment Management
Connecticut
$996K +$47K +407 +5%
CCA
1628
Cobblestone Capital Advisors
New York
$993K -$7.17K -62 -0.7%
PW
1629
PUREfi Wealth
Massachusetts
$993K +$1.01M +8,778 New
RRCM
1630
Rappaport Reiches Capital Management
Illinois
$990K +$924 +8 +0.1%
I
1631
InceptionR
California
$989K +$46.7K +404 +5%
SFG
1632
Shum Financial Group
California
$989K -$23.3K -202 -2%
TCM
1633
Tradewinds Capital Management
Washington
$989K +$703K +6,080 +228%
DBG
1634
De Burlo Group
Massachusetts
$988K -$127K -1,100 -11%
KCFA
1635
Key Client Fiduciary Advisors
New Jersey
$987K +$693 +6 +0.1%
IC
1636
Iconiq Capital
California
$987K +$583K +5,045 +137%
RIA
1637
Regal Investment Advisors
Michigan
$986K -$132K -1,141 -12%
AAM
1638
AR Asset Management
California
$984K – – –
AWE
1639
Avidian Wealth Enterprises
Texas
$984K +$56.2K +486 +6%
SIA
1640
Soltis Investment Advisors
Utah
$983K -$53.5K -463 -5%
TCOTS
1641
Trust Company of the South
North Carolina
$983K -$54.8K -474 -5%
OA
1642
Oxbow Advisors
Texas
$982K +$4.28K +37 +0.4%
MWA
1643
Moser Wealth Advisors
Washington
$982K – – –
CP
1644
Capital Planning
Washington
$981K +$11.6K +100 +1%
FPB
1645
First PREMIER Bank
South Dakota
$981K -$3.12K -27 -0.3%
PWA
1646
Provenance Wealth Advisors
Florida
$981K -$625K -5,409 -38%
CWM
1647
Calamos Wealth Management
Illinois
$977K -$30.3K -262 -3%
OFS
1648
Orrstown Financial Services
Pennsylvania
$975K +$5.66K +49 +0.6%
SIMG
1649
Sonora Investment Management Group
Arizona
$971K +$7.28K +63 +0.7%
BAAM
1650
Baker Avenue Asset Management
California
$970K +$147K +1,273 +17%
64 65
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67 68