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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
APC
1876
Aspire Private Capital
North Carolina
$502K +$19.5K +183 +4%
FIM
1877
Fernwood Investment Management
Massachusetts
$500K – – –
1W
1878
1776 Wealth
Georgia
$498K +$32K +300 +6%
FW
1879
FirstPurpose Wealth
Utah
$497K +$71.5K +671 +15%
FFA
1880
Founders Financial Alliance
North Carolina
$496K -$37K -347 -6%
CSWM
1881
Cassady Schiller Wealth Management
Ohio
$496K -$5.86K -55 -1%
GWAM
1882
Guardian Wealth Advisors (Minnesota)
Minnesota
$496K +$1.07K +10 +0.2%
TW
1883
Towerpoint Wealth
California
$495K -$3.62K -34 -0.7%
PPW
1884
Parcion Private Wealth
Washington
$495K -$853 -8 -0.2%
CCA
1885
Column Capital Advisors
Indiana
$491K – – –
WF
1886
WoodTrust Financial
Wisconsin
$491K +$7.04K +66 +1%
DA
1887
DCM Advisors
New York
$490K +$75.9K +712 +16%
TIM
1888
Tevis Investment Management
Texas
$488K +$22.1K +207 +4%
RCM
1889
Raleigh Capital Management
North Carolina
$488K +$286K +2,680 +113%
SIM
1890
SSI Investment Management
California
$487K +$1.39K +13 +0.3%
BFM
1891
Boothbay Fund Management
New York
$487K +$300K +2,814 +127%
AWM
1892
Aevitas Wealth Management
Massachusetts
$486K +$640 +6 +0.1%
AA
1893
Addison Advisors
Vermont
$486K +$21.9K +205 +4%
WAM
1894
Westport Asset Management
Connecticut
$484K – – –
CTI
1895
Community Trust & Investment
Kentucky
$484K +$533K +4,999 New
PCM
1896
Prelude Capital Management
New York
$483K -$2.28M -21,381 -81%
LFA
1897
Legacy Financial Advisors
Kentucky
$483K +$36.1K +339 +7%
KWM
1898
Kolinsky Wealth Management
New Jersey
$482K +$10.8K +101 +2%
BIC
1899
Beach Investment Counsel
Pennsylvania
$481K – – –
TWM
1900
Tradition Wealth Management
Minnesota
$480K +$54K +507 +11%
74 75
76
77 78