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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
PAWC
1726
P.A.W. Capital
Connecticut
$709K – – –
WC
1727
Westhampton Capital
North Carolina
$709K – – –
KIG
1728
Kowal Investment Group
Wisconsin
$707K -$13.9K -113 -2%
GFS
1729
GYL Financial Synergies
Connecticut
$707K +$18.3K +149 +3%
WPP
1730
Whalerock Point Partners
Rhode Island
$704K – – –
LCM
1731
Legato Capital Management
California
$702K -$249K -2,031 -25%
TSW
1732
Thompson Siegel & Walmsley
Virginia
$702K -$11.7K -95 -2%
SFA
1733
Sequoia Financial Advisors
Ohio
$700K -$1.87M -15,249 -72%
NVIM
1734
New Vernon Investment Management
Illinois
$699K – – –
FFA
1735
Fragasso Financial Advisors
Pennsylvania
$699K +$72.8K +593 +11%
BCAM
1736
Boston Common Asset Management
Massachusetts
$696K +$2.21K +18 +0.3%
CAC
1737
Certified Advisory Corp
Florida
$693K +$4.05K +33 +0.6%
NDSI
1738
Newman Dignan & Sheerar Inc
Rhode Island
$690K -$18.4K -150 -3%
HPWM
1739
Highland Private Wealth Management
Washington
$690K +$34.4K +280 +5%
RCM
1740
RNC Capital Management
California
$689K – – –
SG
1741
StoneX Group
New York
$689K +$96.2K +783 +16%
OIA
1742
Optimum Investment Advisors
Illinois
$687K -$43K -350 -6%
ECM
1743
EagleClaw Capital Management
Massachusetts
$687K – – –
AFG
1744
Allegheny Financial Group
Pennsylvania
$686K +$4.05K +33 +0.6%
SAM
1745
SignalPoint Asset Management
Missouri
$685K – – –
ER
1746
Enlightenment Research
Florida
$685K +$712K +5,800 New
T
1747
TOBAM
France
$683K +$106K +863 +18%
FG
1748
Foster Group
Iowa
$680K -$36.9K -300 -5%
KA
1749
Klingman & Associates
New York
$679K +$193K +1,571 +38%
AC
1750
Applied Capital
Arkansas
$677K – – –
68 69
70
71 72