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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
MAG
1851
MRA Advisory Group
New Jersey
$538K -$26.9K -231 -5%
BMC
1852
Beaton Management Company
Massachusetts
$538K -$23.3K -200 -4%
PCM
1853
Pointe Capital Management
Michigan
$537K +$35K +300 +7%
PMAS
1854
PNC Managed Account Solutions
Texas
$537K +$540K +4,630 New
PP
1855
Patron Partners
Texas
$535K -$66.4K -570 -11%
TCB
1856
Texas Capital Bancshares
Texas
$535K -$4.9K -42 -0.9%
PCA
1857
Pallas Capital Advisors
Massachusetts
$535K +$221K +1,898 +76%
CG
1858
Clarus Group
Texas
$534K – – –
OCG
1859
Opus Capital Group
Ohio
$533K -$51.2K -439 -9%
ACA
1860
Ackerman Capital Advisors
Texas
$533K – – –
GIP
1861
Greatmark Investment Partners
Georgia
$532K -$8.74K -75 -2%
PFG
1862
Piershale Financial Group
Illinois
$532K +$11.3K +97 +2%
CB
1863
Cadence Bank
Mississippi
$530K – – –
CPO
1864
Cerity Partners OCIO
New York
$529K +$24.9K +214 +5%
SFSIG
1865
San Francisco Sentry Investment Group
California
$528K -$64.1K -550 -11%
IAMOG
1866
Investors Asset Management of Georgia
Georgia
$528K +$8.04K +69 +2%
CCA
1867
Childress Capital Advisors
Texas
$527K -$92.8K -796 -15%
RWM
1868
RKL Wealth Management
Pennsylvania
$527K +$161K +1,383 +44%
EAM
1869
Evanson Asset Management
California
$525K – – –
XF
1870
XML Financial
Maryland
$524K -$1.28K -11 -0.2%
LFA
1871
Landmark Financial Advisors
Kentucky
$518K – – –
SC
1872
Steph & Co
Wisconsin
$518K – – –
TCMP
1873
Thrive Capital Management (Pennsylvania)
Pennsylvania
$517K +$211K +1,807 +68%
DMBA
1874
Deseret Mutual Benefit Administrators
Utah
$515K +$518K +4,442 New
FDS
1875
Freedom Day Solutions
Texas
$513K -$28.8K -247 -5%
73 74
75
76 77