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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
AT
1726
Avalon Trust
New Mexico
$1M +$158K +1,202 +19%
BI
1727
Bolthouse Investments
California
$998K – – –
AWM
1728
Accurate Wealth Management
Florida
$994K +$119K +906 +14%
BWM
1729
BankPlus Wealth Management
Mississippi
$989K +$6.17K +47 +0.6%
FG
1730
Foster Group
Iowa
$986K -$1.18K -9 -0.1%
SEIA
1731
Signature Estate & Investment Advisors
California
$985K +$57.5K +438 +6%
SWA
1732
Sax Wealth Advisors
New Jersey
$984K +$62K +472 +7%
CFO
1733
CVA Family Office
Colorado
$984K -$44.4K -338 -4%
BOPW
1734
Brandywine Oak Private Wealth
Pennsylvania
$983K -$24K -183 -2%
FFA
1735
Fairfield Financial Advisors
Massachusetts
$980K +$12.9K +98 +1%
NA
1736
Nautilus Advisors
California
$976K +$263 +2 +0%
SMH
1737
Sanders Morris Harris
Texas
$974K +$955K +7,275 New
PSB
1738
Piscataqua Savings Bank
New Hampshire
$973K -$15.8K -120 -2%
WAG
1739
Wallace Advisory Group
California
$972K -$272K -2,072 -22%
AA
1740
Auxano Advisors
Washington
$970K +$11.8K +90 +1%
DSAM
1741
Dock Street Asset Management
Florida
$969K -$43.3K -330 -4%
HIS
1742
Harvest Investment Services
Illinois
$969K -$27.6K -210 -3%
MFC
1743
Mechanics Financial Corp
Ohio
$968K +$394K +3,002 +71%
SWM
1744
Stonebridge Wealth Management
Illinois
$967K – – –
OFA
1745
Oak Family Advisors
Illinois
$967K -$16.3K -124 -2%
WIA
1746
Westbourne Investment Advisors
Maryland
$967K – – –
CFG
1747
Cooper Financial Group
California
$960K +$205K +1,565 +28%
BF
1748
bLong Financial
Tennessee
$959K -$13.1K -100 -1%
LCC
1749
Lincoln Capital Corp
Rhode Island
$958K – – –
PWMAG
1750
Pinnacle Wealth Management Advisory Group
New Jersey
$958K -$12.2K -93 -1%
68 69
70
71 72