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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
1876
Landmark Financial Advisors
Kentucky
$536K – – –
BCM
1877
Brasada Capital Management
Texas
$532K +$553K +4,500 New
CCM
1878
Crew Capital Management
Ohio
$531K +$61.4K +500 +13%
CG
1879
Clarus Group
Texas
$529K +$1.47K +12 +0.3%
SC
1880
Steph & Co
Wisconsin
$528K – – –
FDS
1881
Freedom Day Solutions
Texas
$527K +$4.18K +34 +0.8%
FDCC
1882
Foster Dykema Cabot & Co
Massachusetts
$521K -$29K -236 -5%
CISOA
1883
Capital Investment Services of America
Wisconsin
$521K – – –
BHC
1884
Bowen Hanes & Co
Florida
$520K – – –
FNB
1885
Farmers National Bank
Kentucky
$518K +$581K +4,727 New
CWM
1886
Circle Wealth Management
New Jersey
$516K +$737 +6 +0.1%
WFMPM
1887
Woodley Farra Manion Portfolio Management
Indiana
$515K -$89.7K -730 -14%
BWP
1888
Baldwin Wealth Partners
Massachusetts
$515K – – –
CWM
1889
Cahaba Wealth Management
Georgia
$515K +$536K +4,362 New
APC
1890
Aspire Private Capital
North Carolina
$514K +$20.3K +165 +4%
PCG
1891
Private Capital Group
Connecticut
$513K -$3.44K -28 -0.6%
LI
1892
Lafayette Investments
Maryland
$513K +$5.41K +44 +1%
TWM
1893
Tradition Wealth Management
Minnesota
$512K +$860 +7 +0.2%
WDG
1894
Wealth Dimensions Group
Ohio
$511K +$1.72K +14 +0.3%
SRC
1895
Shufro Rose & Co
New York
$511K +$191K +1,551 +56%
TSS
1896
Two Sigma Securities
New York
$508K -$1.49M -12,102 -74%
TCM
1897
Tradewinds Capital Management
Washington
$508K – – –
NAMP
1898
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$505K +$9.21K +75 +2%
AF
1899
Affiance Financial
Minnesota
$502K – – –
HR
1900
Howe & Rusling
New York
$501K +$2.21K +18 +0.4%
74 75
76
77 78