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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
WCA
1751
Waypoint Capital Advisors
Minnesota
$650K +$186K +1,771 +36%
DA
1752
Drake & Associates
Wisconsin
$649K -$10.4K -99 -1%
GP
1753
Geneva Partners
Wisconsin
$648K -$493K -4,694 -41%
IDBONY
1754
Israel Discount Bank of New York
New York
$648K -$11.4K -109 -2%
AGWCA
1755
Annis Gardner Whiting Capital Advisors
Florida
$647K +$702K +6,684 New
CA
1756
Continuum Advisory
Idaho
$647K +$9.45K +90 +1%
KA
1757
Kovack Advisors
Florida
$646K +$36.2K +345 +5%
KAS
1758
KPP Advisory Services
Kentucky
$645K +$700K +6,663 New
SW
1759
StrongBox Wealth
Missouri
$645K -$2.21K -21 -0.3%
LGF
1760
LGT Group Foundation
Liechtenstein
$642K +$223K +2,128 +46%
ACM
1761
Argent Capital Management
Missouri
$642K – – –
AC
1762
Allstate Corporation
Illinois
$642K – – –
AMCA
1763
Arthur M. Cohen & Associates
Illinois
$641K – – –
DWM
1764
Drive Wealth Management
Utah
$640K -$31.7K -302 -4%
SWM
1765
Stockman Wealth Management
Montana
$639K -$18.3K -174 -3%
CWA
1766
Consilium Wealth Advisory
Texas
$637K +$22K +209 +3%
AIA
1767
Alera Investment Advisors
Illinois
$635K +$193K +1,841 +39%
PWMAG
1768
Pinnacle Wealth Management Advisory Group
New Jersey
$635K -$253K -2,411 -27%
1IA
1769
1620 Investment Advisors
Massachusetts
$635K +$5.46K +52 +0.8%
PCMC
1770
Paragon Capital Management (Colorado)
Colorado
$634K -$20.8K -198 -3%
SA
1771
SRN Advisors
Pennsylvania
$633K -$68.9K -656 -9%
RDWM
1772
Red Door Wealth Management
Tennessee
$633K -$28.5K -271 -4%
SFM
1773
Signet Financial Management
New Jersey
$632K -$111K -1,059 -14%
SW
1774
SteelPeak Wealth
California
$630K +$466K +4,433 +214%
SAM
1775
Seelaus Asset Management
New Jersey
$629K -$3.15K -30 -0.5%
69 70
71
72 73