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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
HCA
1701
Harbour Capital Advisors
Virginia
$885K – – –
WIA
1702
Westbourne Investment Advisors
Maryland
$884K +$11.3K +98 +1%
KCM
1703
KRS Capital Management
Michigan
$880K -$3.58K -31 -0.4%
BCM
1704
Brown Capital Management
Maryland
$880K -$8.09K -70 -0.9%
1IA
1705
1834 Investment Advisors
Wisconsin
$879K – – –
NPT
1706
National Philanthropic Trust
Pennsylvania
$878K +$335K +2,900 +60%
MWA
1707
Meridian Wealth Advisors
Texas
$878K +$12.1K +105 +1%
SFSG
1708
Sound Financial Strategies Group
Mississippi
$876K +$113K +979 +14%
RDWM
1709
Red Door Wealth Management
Tennessee
$875K +$33.2K +287 +4%
DA
1710
Drake & Associates
Wisconsin
$874K +$10.2K +88 +1%
SEP
1711
Southland Equity Partners
Missouri
$874K +$91.8K +794 +11%
SMH
1712
Sanders Morris Harris
Texas
$874K +$4.39K +38 +0.5%
WA
1713
WBH Advisory
Maryland
$872K -$219K -1,896 -20%
TCA
1714
Transcend Capital Advisors
New Jersey
$871K -$10.4K -90 -1%
CTC
1715
Cetera Trust Company
Minnesota
$871K – – –
ITIM
1716
Indiana Trust & Investment Management
Indiana
$870K +$81.9K +709 +10%
WCA
1717
Westover Capital Advisors
Delaware
$870K – – –
SBF
1718
Sara-Bay Financial
Florida
$869K +$7.74K +67 +0.9%
CSPIA
1719
Cary Street Partners Investment Advisory
Virginia
$866K -$6.55M -56,651 -88%
DS
1720
DRW Securities
Illinois
$866K +$885K +7,654 New
FPCP
1721
Fort Point Capital Partners
California
$864K +$154K +1,331 +21%
AIM
1722
Aspen Investment Management
Michigan
$863K -$35.2K -305 -4%
HFO
1723
Heritage Family Offices
Arizona
$863K +$167K +1,441 +23%
LAM
1724
Lountzis Asset Management
Pennsylvania
$862K – – –
WCM
1725
WealthBridge Capital Management
Ohio
$861K – – –
67 68
69
70 71