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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
DIM
1676
Delta Investment Management
California
$744K +$35.8K +341 +5%
HSWM
1677
Hubbell Strickland Wealth Management
Louisiana
$744K +$1.78K +17 +0.2%
SMH
1678
Sanders Morris Harris
Texas
$740K – – –
TAM
1679
Trillium Asset Management
Massachusetts
$739K -$190K -1,809 -19%
NICM
1680
Neo Ivy Capital Management
New York
$739K +$801K +7,628 New
CP
1681
Capital Planning
Washington
$738K – – –
LAM
1682
Lountzis Asset Management
Pennsylvania
$738K – – –
TCM
1683
Tributary Capital Management
Nebraska
$738K -$10.5K -100 -1%
WB
1684
West Bancorporation
Iowa
$738K -$10.9K -104 -1%
EI
1685
Ellevest Inc
New York
$738K +$27.5K +262 +4%
WPP
1686
Whalerock Point Partners
Rhode Island
$737K – – –
BWP
1687
Baldwin Wealth Partners
Massachusetts
$737K -$29.4K -280 -4%
SWP
1688
Strategic Wealth Partners
Ohio
$736K -$103K -983 -11%
EA
1689
Emerald Advisers
Pennsylvania
$736K – – –
FFG
1690
Fortem Financial Group
California
$736K -$184K -1,748 -19%
MWA
1691
Meridian Wealth Advisors
Texas
$733K – – –
DI
1692
Diligent Investors
California
$732K -$5.25K -50 -0.7%
SQA
1693
Simon Quick Advisors
New Jersey
$729K +$9.56K +91 +1%
AFM
1694
Abbot Financial Management
Massachusetts
$726K – – –
WC
1695
Westhampton Capital
North Carolina
$726K – – –
SL
1696
Salomon & Ludwin
Virginia
$726K – – –
CA
1697
Claro Advisors
Massachusetts
$725K +$327K +3,114 +71%
NFGCM
1698
Norman Fields Gottscho Capital Management
New York
$724K – – –
PWP
1699
Phillips Wealth Planners
Mississippi
$724K +$166K +1,576 +26%
SAA
1700
Southeast Asset Advisors
Georgia
$724K +$271K +2,582 +53%
66 67
68
69 70