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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
1WM
1801
1858 Wealth Management
Ohio
$704K +$639K +6,394 New
FSA
1802
Franklin Street Advisors
North Carolina
$703K – – –
KAS
1803
KPP Advisory Services
Kentucky
$700K -$30.3K -303 -5%
IDBONY
1804
Israel Discount Bank of New York
New York
$697K -$35.1K -351 -5%
BCM
1805
Buckhead Capital Management
Georgia
$697K +$3K +30 +0.5%
CMS
1806
Capital Market Strategies
Florida
$696K – – –
SFCL
1807
Strengthening Families & Communities LLC
Massachusetts
$696K +$75.4K +755 +14%
GSB
1808
Greenfield Savings Bank
Massachusetts
$695K – – –
WCM
1809
WealthBridge Capital Management
Ohio
$691K -$7.59K -76 -1%
CFP
1810
Catalyst Financial Partners
Massachusetts
$690K +$39.4K +394 +7%
WAG
1811
Wallace Advisory Group
California
$688K -$33.7K -337 -5%
AWM
1812
Angeles Wealth Management
California
$687K +$38.7K +387 +7%
LC
1813
Lavaca Capital
Texas
$686K -$586K -5,861 -48%
MIM
1814
MTM Investment Management
South Carolina
$686K +$100 +1 +0%
BWP
1815
Balboa Wealth Partners
Arizona
$685K -$23.8K -238 -4%
MCM
1816
McRae Capital Management
New Jersey
$684K – – –
CA
1817
Continuum Advisory
Idaho
$681K -$49K -490 -7%
AP
1818
Americana Partners
Texas
$681K -$263K -2,630 -30%
SCI
1819
Stableford Capital II
Arizona
$681K – – –
AC
1820
Apella Capital
Connecticut
$680K -$19.1K -191 -3%
ACM
1821
Arcataur Capital Management
Wisconsin
$678K -$61.4K -615 -9%
AC
1822
Avestar Capital
New York
$674K +$143K +1,429 +30%
EBSAM
1823
Eubel Brady & Suttman Asset Management
Ohio
$673K – – –
CFO
1824
CVA Family Office
Colorado
$673K -$81.5K -816 -12%
CD
1825
Chapin Davis
Maryland
$672K -$6.59K -66 -1%
71 72
73
74 75