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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
1851
Fragasso Financial Advisors
Pennsylvania
$594K -$5.8K -56 -1%
FW
1852
FirstPurpose Wealth
Utah
$592K +$26.3K +254 +5%
RHJA
1853
Rice Hall James & Associates
California
$591K -$145K -1,400 -21%
QP
1854
Quilter Plc
United Kingdom
$591K -$104K -1,006 -16%
VAM
1855
Verity Asset Management
North Carolina
$590K -$40.2K -388 -7%
CA
1856
Claro Advisors
Massachusetts
$590K +$146K +1,409 +36%
CIM
1857
CIM Investment Management
Pennsylvania
$590K -$13.6K -131 -2%
TPWA
1858
TRUE Private Wealth Advisors
Oregon
$589K -$33K -319 -6%
RCA
1859
Ranch Capital Advisors
Florida
$586K – – –
P
1860
&Partners
Tennessee
$586K -$2.59K -25 -0.5%
1W
1861
1776 Wealth
Georgia
$584K +$17.8K +172 +3%
GWAM
1862
Guardian Wealth Advisors (Minnesota)
Minnesota
$581K +$17.1K +165 +3%
FCP
1863
Fidelis Capital Partners
Florida
$580K +$535K +5,171 New
UAML
1864
US Asset Management LLC
Pennsylvania
$577K +$545K +5,260 New
SNB
1865
Security National Bank
Nebraska
$576K – – –
BCM
1866
Brooktree Capital Management
Michigan
$576K -$384K -3,710 -41%
RIA
1867
Richwood Investment Advisors
Ohio
$574K -$56.3K -544 -9%
AP
1868
Americana Partners
Texas
$574K -$74.4K -719 -12%
MAM
1869
Marquette Asset Management
Minnesota
$574K +$510K +4,924 +1,641%
AIM
1870
ARGA Investment Management
Connecticut
$573K -$43K -415 -7%
LFG
1871
Larson Financial Group
Missouri
$573K -$27.1K -262 -5%
BEC
1872
Blue Edge Capital
Virginia
$572K – – –
IIM
1873
Intact Investment Management
Quebec, Canada
$571K – – –
WP
1874
WealthSpring Partners
California
$571K +$124K +1,200 +30%
FC
1875
Forte Capital
New York
$570K -$210K -2,025 -28%
73 74
75
76 77