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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1801
Continuum Advisory
Idaho
$731K +$99.2K +800 +14%
FPCP
1802
Fort Point Capital Partners
California
$731K +$124K +1,000 +19%
BAM
1803
Brave Asset Management
New Jersey
$730K -$6.2K -50 -0.8%
LIM
1804
Loudon Investment Management
New Hampshire
$729K -$36.2K -292 -5%
BWM
1805
BCS Wealth Management
Tennessee
$729K -$20.8K -168 -3%
HPWM
1806
Highland Private Wealth Management
Washington
$728K +$5.46K +44 +0.7%
SWA
1807
SFMG Wealth Advisors
Texas
$725K -$3.47K -28 -0.5%
PPW
1808
Parcion Private Wealth
Washington
$724K -$65.3K -527 -8%
PWMG
1809
Pinnacle Wealth Management Group
Michigan
$724K -$12.4K -100 -2%
WEG
1810
World Equity Group
Illinois
$723K +$757K +6,110 New
MCM
1811
McRae Capital Management
New Jersey
$723K – – –
NDSI
1812
Newman Dignan & Sheerar Inc
Rhode Island
$723K +$32.7K +264 +5%
TRIA
1813
Trail Ridge Investment Advisors
Colorado
$722K +$49.7K +401 +7%
SFG
1814
Summit Financial Group
West Virginia
$721K -$3.72K -30 -0.5%
MFG
1815
Monte Financial Group
Connecticut
$721K +$20K +161 +3%
CWP
1816
Capital Wealth Planning
Florida
$720K -$124K -1,002 -14%
KMWM
1817
Keudell/Morrison Wealth Management
Oregon
$720K -$32.7K -264 -4%
WC
1818
Westhampton Capital
North Carolina
$719K – – –
KLWA
1819
Kelly Lawrence W & Associates
California
$717K – – –
XT
1820
XTX Topco
Cayman Islands
$717K +$751K +6,056 New
SSW
1821
Smith Shellnut Wilson
Mississippi
$716K -$3.72K -30 -0.5%
KWS
1822
Keystone Wealth Services
California
$716K +$11K +89 +1%
GKWIM
1823
Gerber Kawasaki Wealth & Investment Management
California
$713K +$111K +897 +18%
ERWM
1824
Elk River Wealth Management
Colorado
$712K +$7.56K +61 +1%
NIM
1825
NuWave Investment Management
New Jersey
$712K +$746K +6,015 New
71 72
73
74 75