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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
TCB
1676
Texas Capital Bancshares
Texas
$473K +$14.8K +177 +3%
TYCC
1677
Texas Yale Capital Corp
Florida
$472K – – –
CAM
1678
Close Asset Management
United Kingdom
$471K +$54.4K +650 +14%
ESBC
1679
E.S. Barr & Co
Kentucky
$469K – – –
IPW
1680
Inlet Private Wealth
Florida
$468K – – –
PV
1681
Private Vista
Illinois
$467K -$5.7K -68 -1%
SIM
1682
SSI Investment Management
California
$465K -$1.42K -17 -0.3%
BWM
1683
Baystate Wealth Management
Massachusetts
$462K +$66.5K +794 +18%
BP
1684
Broadleaf Partners
Ohio
$461K – – –
HAM
1685
Highstreet Asset Management
Ontario, Canada
$460K -$44.1K -526 -9%
DWM
1686
Dakota Wealth Management
Florida
$460K +$164K +1,962 +59%
CAM
1687
Covenant Asset Management
New Jersey
$459K – – –
FPCP
1688
Fort Point Capital Partners
California
$459K +$28.7K +343 +7%
AC
1689
Avestar Capital
New York
$459K +$40.4K +482 +10%
QI
1690
Qtron Investments
Massachusetts
$458K -$220K -2,621 -33%
TCWM
1691
Total Clarity Wealth Management
Illinois
$458K +$442K +5,274 New
ESB
1692
Essex Savings Bank
Connecticut
$457K -$15.2K -182 -3%
BOPW
1693
Brandywine Oak Private Wealth
Pennsylvania
$457K +$168 +2 +0%
ARMC
1694
American Research & Management Company
Massachusetts
$455K -$12.6K -150 -3%
VAM
1695
Verity Asset Management
North Carolina
$454K -$25.1K -300 -5%
FFA
1696
Fragasso Financial Advisors
Pennsylvania
$454K +$7.12K +85 +2%
GLI
1697
Guardian Life Insurance
New York
$452K +$2.76K +33 +0.6%
WWM
1698
Willingdon Wealth Management
North Carolina
$451K -$6.87K -82 -2%
CM
1699
Caption Management
Oklahoma
$451K +$436K +5,200 New
LB
1700
Legacy Bridge
Iowa
$450K +$57.6K +688 +15%
66 67
68
69 70