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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
1676
Hendershot Investments
Virginia
$1.09M – – –
MP
1677
McDonald Partners
Ohio
$1.09M -$1.03M -7,857 -49%
SFG
1678
Shum Financial Group
California
$1.09M +$1.07M +8,127 New
KCFA
1679
Key Client Fiduciary Advisors
New Jersey
$1.09M -$52.4K -399 -5%
QWP
1680
Quotient Wealth Partners
Texas
$1.09M -$173K -1,315 -14%
FDCP
1681
Foster Dykema Cabot & Partners
Massachusetts
$1.09M +$151K +1,153 +17%
OA
1682
Oxbow Advisors
Texas
$1.08M -$6.56K -50 -0.6%
WEG
1683
World Equity Group
Illinois
$1.08M -$65.6K -500 -6%
AFG
1684
ABLE Financial Group
Arizona
$1.08M -$14K -107 -1%
OFS
1685
Orrstown Financial Services
Pennsylvania
$1.07M +$29.9K +228 +3%
MGWM
1686
Marks Group Wealth Management
Minnesota
$1.07M +$5.51K +42 +0.5%
AC
1687
Apella Capital
Connecticut
$1.07M -$34K -259 -3%
CP
1688
Capital Planning
Washington
$1.07M +$585K +4,455 +126%
SEP
1689
Southland Equity Partners
Missouri
$1.07M +$8.4K +64 +0.8%
KCM
1690
KRS Capital Management
Michigan
$1.07M -$6.43K -49 -0.6%
OFS
1691
OneAscent Financial Services
Alabama
$1.06M +$31.1K +237 +3%
HFAS
1692
Hummer Financial Advisory Services
Illinois
$1.06M – – –
LRPA
1693
L. Roy Papp & Associates
Arizona
$1.06M – – –
CIM
1694
Contravisory Investment Management
Massachusetts
$1.06M +$430K +3,273 +71%
RCM
1695
RMR Capital Management
California
$1.06M – – –
SOS
1696
Silver Oak Securities
Tennessee
$1.06M +$82.4K +628 +9%
SWMG
1697
Sanchez Wealth Management Group
Florida
$1.06M -$656 -5 -0.1%
WKWM
1698
Walter & Keenan Wealth Management
Indiana
$1.05M -$180K -1,370 -15%
BFA
1699
Brendel Financial Advisors
New Hampshire
$1.05M -$3.15M -23,978 -75%
IA
1700
Integrity Alliance
Iowa
$1.05M +$205K +1,560 +25%
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69 70