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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
ATFA
1826
All Terrain Financial Advisors
Minnesota
$567K – – –
EVM
1827
Evelyn V. Moreno
$567K -$534K -5,060 -47%
APW
1828
Acima Private Wealth
Virginia
$567K – – –
RZH
1829
Relyea Zuckerberg Hanson
Connecticut
$567K +$115K +1,090 +24%
AP
1830
Americana Partners
Texas
$566K +$38K +360 +7%
DG
1831
DMC Group
Alabama
$565K -$11.8K -112 -2%
WF
1832
WoodTrust Financial
Wisconsin
$564K – – –
PWM
1833
Purus Wealth Management
California
$560K -$6.02K -57 -1%
FFA
1834
Fragasso Financial Advisors
Pennsylvania
$560K +$13.1K +124 +2%
MCM
1835
Magnolia Capital Management
New York
$560K – – –
RIA
1836
Richwood Investment Advisors
Ohio
$559K +$30.6K +290 +6%
SCM
1837
Stonebridge Capital Management
California
$559K -$684K -6,480 -54%
AT
1838
Avalon Trust
New Mexico
$559K +$583K +5,520 New
IPW
1839
Inlet Private Wealth
Florida
$558K – – –
PFS
1840
Physicians Financial Services
North Carolina
$558K -$15.8K -150 -3%
BAAM
1841
Baker Avenue Asset Management
California
$556K -$1.08M -10,198 -65%
SAG
1842
Spotlight Asset Group
Illinois
$555K +$617K +5,840 New
CA
1843
Claro Advisors
Massachusetts
$555K +$11.2K +106 +2%
BWM
1844
Baystate Wealth Management
Massachusetts
$552K +$2.43K +23 +0.4%
LFA
1845
Landmark Financial Advisors
Kentucky
$550K -$9.5K -90 -2%
AIP
1846
ARS Investment Partners
New York
$548K -$3.69K -35 -0.6%
TW
1847
Towerpoint Wealth
California
$548K +$37.2K +352 +7%
SRSA
1848
S.R. Schill & Associates
Washington
$548K -$488K -4,624 -46%
CWA
1849
Clearview Wealth Advisors
Oregon
$547K -$642K -6,077 -53%
WF
1850
Wayfinding Financial
Washington
$546K +$41.6K +394 +8%
72 73
74
75 76