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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
FPCM
1751
Financial Partners Capital Management
New York
$644K -$870 -8 -0.1%
FP
1752
Financial Perspectives
Minnesota
$643K +$21.4K +197 +3%
LCM
1753
Legato Capital Management
California
$640K – – –
MWA
1754
Moser Wealth Advisors
Washington
$638K – – –
FCIM
1755
Fairview Capital Investment Management
California
$637K – – –
SAM
1756
SignalPoint Asset Management
Missouri
$635K -$65.2K -600 -9%
BCA
1757
Berman Capital Advisors
Georgia
$635K +$26.1K +240 +4%
GFS
1758
GYL Financial Synergies
Connecticut
$635K +$54.9K +505 +10%
UC
1759
Unio Capital
New Jersey
$634K – – –
CBT
1760
CoreFirst Bank & Trust
Kansas
$632K +$627K +5,765 New
CA
1761
Continuum Advisory
Idaho
$631K -$1.52K -14 -0.2%
AFG
1762
Allegheny Financial Group
Pennsylvania
$629K +$624K +5,743 New
PFS
1763
Physicians Financial Services
North Carolina
$628K -$21.7K -200 -3%
SW
1764
SteelPeak Wealth
California
$627K +$32.6K +300 +6%
KOCAA
1765
Knights of Columbus Asset Advisors
Connecticut
$627K +$177K +1,628 +40%
CT
1766
Columbia Trust
Oregon
$627K +$624K +5,737 New
M
1767
Mirova
France
$626K +$511K +4,699 +458%
CWM
1768
Calamos Wealth Management
Illinois
$623K +$108K +998 +21%
CRIG
1769
Charter Research & Investment Group
Connecticut
$622K -$50K -460 -7%
DIA
1770
Davidson Investment Advisors
Montana
$620K -$25.2K -232 -4%
WPP
1771
Whalerock Point Partners
Rhode Island
$619K +$548K +5,040 +818%
GSWM
1772
Golden State Wealth Management
California
$614K +$46.5K +428 +8%
APW
1773
Acima Private Wealth
Virginia
$613K – – –
AIM
1774
Alhambra Investment Management
Florida
$611K – – –
FCA
1775
FLC Capital Advisors
California
$611K – – –
69 70
71
72 73