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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
SOW
1726
State of Wyoming
Wyoming
$687K +$339K +2,912 +97%
NVIM
1727
New Vernon Investment Management
Illinois
$686K – – –
BOM
1728
Bank of Marin
California
$685K -$53K -455 -7%
BCAM
1729
Boston Common Asset Management
Massachusetts
$681K +$49K +420 +8%
HPC
1730
Hobart Private Capital
North Carolina
$680K -$91.7K -787 -12%
AWA
1731
ARS Wealth Advisors
Florida
$679K +$6.29K +54 +0.9%
GFS
1732
GYL Financial Synergies
Connecticut
$677K +$3.73K +32 +0.6%
FMWA
1733
Forvis Mazars Wealth Advisors
Missouri
$676K -$241K -2,067 -26%
ECM
1734
EagleClaw Capital Management
Massachusetts
$676K -$89.5K -768 -12%
RCM
1735
RNC Capital Management
California
$676K -$20.4K -175 -3%
CAC
1736
Certified Advisory Corp
Florida
$676K +$1.63K +14 +0.2%
SAM
1737
SignalPoint Asset Management
Missouri
$673K +$9.44K +81 +1%
PFS
1738
Physicians Financial Services
North Carolina
$671K -$5.83K -50 -0.9%
5L
1739
55I LLC
Massachusetts
$670K +$127K +1,089 +23%
AFG
1740
Allegheny Financial Group
Pennsylvania
$669K +$3.5K +30 +0.5%
AFP
1741
Ausdal Financial Partners
Iowa
$667K +$56.1K +481 +9%
AC
1742
Applied Capital
Arkansas
$664K -$4.78K -41 -0.7%
CFO
1743
CVA Family Office
Colorado
$664K +$155K +1,330 +30%
PAM
1744
Paradigm Asset Management
New York
$661K – – –
PWM
1745
Purus Wealth Management
California
$660K +$45.7K +392 +7%
EN1L
1746
Engine No 1 LLC
California
$658K +$661K +5,672 New
CM
1747
Capula Management
Cayman Islands
$658K +$664K +5,700 New
RVPG
1748
Relative Value Partners Group
$657K -$201K -1,725 -23%
CIM
1749
CIM Investment Management
Pennsylvania
$656K -$20.1K -172 -3%
BMCM
1750
Burns Matteson Capital Management
New York
$654K +$9.91K +85 +2%
68 69
70
71 72