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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
1751
CVA Family Office
Colorado
$658K +$96.1K +910 +16%
TL
1752
Tradewinds LLC
North Carolina
$658K +$686K +6,500 New
DFG
1753
Delta Financial Group
New Jersey
$656K +$10.1K +96 +2%
1IA
1754
1620 Investment Advisors
Massachusetts
$655K -$2.53K -24 -0.4%
BS
1755
Bessemer Securities
New York
$655K – – –
JWCA
1756
J.W. Coons Advisors
Ohio
$655K -$21.5K -204 -3%
SWA
1757
SFMG Wealth Advisors
Texas
$654K -$8.34K -79 -1%
CWM
1758
C2C Wealth Management
Arizona
$649K – – –
OIS
1759
Okabena Investment Services
Minnesota
$649K -$63.4K -600 -9%
CA
1760
Continuum Advisory
Idaho
$648K +$17.7K +168 +3%
WCM
1761
WealthBridge Capital Management
Ohio
$647K -$10.8K -102 -2%
HI
1762
Human Investing
Oregon
$646K -$26.7K -253 -4%
MIM
1763
MTM Investment Management
South Carolina
$646K +$8.02K +76 +1%
FG
1764
Foster Group
Iowa
$645K +$34.6K +328 +5%
KP
1765
Keel Point
Alabama
$642K +$183K +1,737 +38%
VI
1766
Versor Investments
New York
$640K +$460K +4,359 +222%
RFG
1767
Range Financial Group
Oregon
$640K -$16.2K -153 -2%
WIS
1768
Wright Investors Service
Connecticut
$638K -$116K -1,094 -15%
BAM
1769
Brave Asset Management
New Jersey
$635K +$10.6K +100 +2%
AWP
1770
Abacus Wealth Partners
California
$633K +$19.4K +184 +3%
RIS
1771
Retirement Income Solutions
Michigan
$632K +$10.6K +100 +2%
FIA
1772
Foundations Investment Advisors
Arizona
$630K +$8.87K +84 +1%
FPCP
1773
Fort Point Capital Partners
California
$629K +$7.5K +71 +1%
PIN
1774
Prudent Investors Network
California
$624K -$18.4K -174 -3%
HB
1775
Horizon Bancorp
Indiana
$623K -$151K -1,430 -19%
69 70
71
72 73