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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
BHB
1776
Bank Hapoalim BM
Israel
$725K +$798K +7,066 New
WEG
1777
World Equity Group
Illinois
$725K -$63.8K -565 -7%
SMH
1778
Sanders Morris Harris
Texas
$725K +$797K +7,060 New
DI
1779
DAGCO Inc
Ohio
$723K -$50.5K -447 -6%
CASB
1780
Cape Ann Savings Bank
Massachusetts
$720K +$49.7K +440 +7%
AWA
1781
Ark Wealth Advisors
California
$716K +$112K +988 +16%
BF
1782
bLong Financial
Tennessee
$715K -$22.6K -200 -3%
BWA
1783
Basecamp Wealth Advisors
Washington
$714K -$113 -1 -0%
AWM
1784
Accurate Wealth Management
Florida
$713K -$43.8K -388 -5%
MMPW
1785
Mitchell McLeod Pugh & Williams
Alabama
$713K +$18K +159 +2%
VCM
1786
Vivaldi Capital Management
Illinois
$712K -$13.1K -116 -2%
WPP
1787
Whalerock Point Partners
Rhode Island
$711K – – –
ADL
1788
Asset Dedication LLC
California
$711K -$219K -1,940 -22%
PPWP
1789
Premier Path Wealth Partners
New Jersey
$710K -$110K -976 -12%
CFC
1790
Coyle Financial Counsel
Illinois
$709K -$41.1K -364 -5%
GWM
1791
Gibbs Wealth Management
Georgia
$709K -$225K -1,992 -22%
BWP
1792
Balboa Wealth Partners
Arizona
$708K -$8.92K -79 -1%
BMC
1793
Benin Management Corp
Connecticut
$708K – – –
MCP
1794
Miller Capital Partners
Michigan
$707K -$46.6K -413 -6%
KCM
1795
KRS Capital Management
Michigan
$707K -$120K -1,066 -13%
AP
1796
Americana Partners
Texas
$705K -$3.09M -27,369 -80%
FC
1797
Financial Council
Maryland
$705K – – –
BL
1798
Balentine LLC
Georgia
$705K -$61.6K -546 -7%
WKWM
1799
Walter & Keenan Wealth Management
Indiana
$703K -$75K -664 -9%
IP
1800
Investment Partners
Ohio
$703K +$174K +1,544 +29%
70 71
72
73 74