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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
1651
Cary Street Partners Investment Advisory
Virginia
$883K -$162K -1,438 -14%
MG
1652
Marex Group
$883K +$717K +6,349 +282%
FP
1653
Financial Perspectives
Minnesota
$880K – – –
SBFM
1654
S-Bank Fund Management
Finland
$879K – – –
ATC
1655
Adirondack Trust Company
New York
$879K -$50.7K -449 -5%
SSCM
1656
Spectrum Strategic Capital Management
Oregon
$876K +$62.8K +556 +7%
LIA
1657
LS Investment Advisors
Michigan
$876K +$218K +1,934 +29%
USB
1658
Union Savings Bank
Connecticut
$876K -$13.2K -117 -1%
EWS
1659
Evergreen Wealth Solutions
Pennsylvania
$875K +$670K +5,938 +229%
SPC
1660
Spirepoint Private Client
Florida
$873K -$210K -1,863 -18%
FHB
1661
First Hawaiian Bank
Hawaii
$867K – – –
NFG
1662
Nadler Financial Group
Illinois
$867K -$39.2K -347 -4%
AIM
1663
Arcadia Investment Management
Michigan
$863K +$570K +5,046 +150%
LWM
1664
Lifetime Wealth Management
Texas
$863K -$24.8K -220 -3%
MFC
1665
Mechanics Financial Corp
Ohio
$863K +$21.5K +190 +2%
PWP
1666
Principle Wealth Partners
Connecticut
$861K -$12.8K -113 -1%
GM
1667
GeoWealth Management
Illinois
$860K -$274K -2,424 -22%
BCA
1668
Bay Colony Advisors
Massachusetts
$860K -$973K -8,614 -51%
JSAM
1669
J. Safra Asset Management
New York
$860K -$6.1K -54 -0.6%
SEIA
1670
Signature Estate & Investment Advisors
California
$859K +$69.7K +617 +8%
AOI
1671
Auto-Owners Insurance
Michigan
$858K – – –
RC
1672
Rahlfs Capital
Texas
$856K – – –
SGI
1673
Summit Global Investments
Utah
$856K -$237K -2,097 -20%
MA
1674
MCF Advisors
Kentucky
$854K +$353K +3,130 +60%
BA
1675
Bridgewater Advisors
New York
$853K -$201K -1,779 -15%
65 66
67
68 69