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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
SMBT
1676
Southern Michigan Bank & Trust
Michigan
$721K -$30.7K -336 -4%
HFAS
1677
Hummer Financial Advisory Services
Illinois
$720K – – –
JGIA
1678
Jackson Grant Investment Advisers
Connecticut
$719K -$6.39K -70 -0.9%
SFG
1679
Strive Financial Group
Indiana
$719K -$14K -153 -2%
MWM
1680
MOKAN Wealth Management
Kansas
$718K -$497K -5,449 -41%
IIM
1681
Ipswich Investment Management
Massachusetts
$717K – – –
OL
1682
Optas LLC
Texas
$716K +$191K +2,090 +36%
BIM
1683
Barton Investment Management
Pennsylvania
$713K – – –
WFA
1684
Wellspring Financial Advisors
Ohio
$712K -$146K -1,599 -17%
SWMG
1685
Sanchez Wealth Management Group
Florida
$709K -$8.58K -94 -1%
LCGC
1686
Legacy Capital Group California
California
$705K -$10.4K -114 -1%
SFCL
1687
Strengthening Families & Communities LLC
Massachusetts
$705K -$456 -5 -0.1%
AWP
1688
Abacus Wealth Partners
California
$703K -$800K -8,764 -53%
NCM
1689
Northside Capital Management
Oregon
$703K – – –
SFG
1690
Shum Financial Group
California
$702K -$26.9K -295 -4%
MCA
1691
Magnolia Capital Advisors
Mississippi
$701K +$166K +1,820 +31%
GM
1692
GeoWealth Management
Illinois
$698K -$62.5K -685 -8%
LCG
1693
Lakeshore Capital Group
Illinois
$697K +$12.8K +140 +2%
FWA
1694
FORM Wealth Advisors
Wisconsin
$697K +$395K +4,327 +129%
MC
1695
Matters Capital
Florida
$694K -$1.02M -11,220 -59%
USB
1696
Union Savings Bank
Connecticut
$692K -$82.4K -903 -11%
PWA
1697
Pitcairn Wealth Advisors
Pennsylvania
$691K -$76.9K -843 -10%
MAWA
1698
Moss Adams Wealth Advisors
Washington
$690K -$196K -2,142 -22%
CP
1699
Cornerstone Planning
North Carolina
$689K -$1.54M -16,896 -69%
BIA
1700
Beacon Investment Advisors
Maryland
$688K – – –
66 67
68
69 70