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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
SMA
1801
Sage Mountain Advisors
Georgia
$635K +$141K +1,364 +31%
AFG
1802
Allegheny Financial Group
Pennsylvania
$634K +$11K +106 +2%
SAI
1803
Systematic Alpha Investments
New Jersey
$631K – – –
FNT
1804
First Nebraska Trust
Nebraska
$631K -$2.59K -25 -0.4%
SCA
1805
Sippican Capital Advisors
Massachusetts
$630K +$4.14K +40 +0.7%
LWAM
1806
Legacy Wealth Asset Management
Minnesota
$629K +$5.38K +52 +0.9%
DIP
1807
Davis Investment Partners
North Carolina
$627K +$598K +5,778 New
DU
1808
Delphia (USA)
Ontario, Canada
$624K -$595K -5,749 -50%
BA
1809
Bristlecone Advisors
Washington
$624K +$1.03K +10 +0.2%
RF
1810
Resolute Financial
Massachusetts
$622K +$30.3K +293 +5%
EF
1811
Empowered Funds
Pennsylvania
$622K +$587K +5,667 New
PFS
1812
Physicians Financial Services
North Carolina
$622K -$38.5K -372 -6%
BWM
1813
BCS Wealth Management
Tennessee
$622K – – –
LCM
1814
Linker Capital Management
Kentucky
$622K – – –
GWANC
1815
Guardian Wealth Advisors (North Carolina)
North Carolina
$621K -$17.6K -170 -3%
DG
1816
DMC Group
Alabama
$621K -$21.4K -207 -4%
SAM
1817
Sequent Asset Management
Texas
$618K -$23.6K -228 -4%
ATFA
1818
All Terrain Financial Advisors
Minnesota
$615K – – –
APW
1819
Acima Private Wealth
Virginia
$615K – – –
AO
1820
Advisor OS
Illinois
$614K +$75.4K +728 +15%
WEG
1821
World Equity Group
Illinois
$614K -$29.7K -287 -5%
MFWP
1822
Mosaic Family Wealth Partners
Missouri
$614K +$579K +5,592 New
CFO
1823
CVA Family Office
Colorado
$614K -$58.5K -565 -9%
PWM
1824
Purus Wealth Management
California
$613K +$828 +8 +0.1%
WF
1825
WoodTrust Financial
Wisconsin
$612K +$51.8K +500 +10%
71 72
73
74 75