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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
SPI
1876
Sutton Place Investors
New York
$629K +$571K +5,719 New
FBFS
1877
First Business Financial Services
Wisconsin
$629K -$661K -6,616 -54%
DWM
1878
Dorchester Wealth Management
Quebec, Canada
$628K +$152K +1,521 +36%
CF
1879
Copperwynd Financial
Arizona
$625K +$45.2K +452 +9%
FSC
1880
Full Sail Capital
Oklahoma
$625K +$159K +1,590 +39%
VCP
1881
Verus Capital Partners
Arizona
$624K -$133K -1,331 -19%
LWAM
1882
Legacy Wealth Asset Management
Minnesota
$624K -$2.8K -28 -0.5%
SWA
1883
SFMG Wealth Advisors
Texas
$623K -$26.6K -266 -4%
BWM
1884
Baystate Wealth Management
Massachusetts
$623K +$2.1K +21 +0.4%
MFC
1885
Mechanics Financial Corp
Ohio
$623K -$52.5K -525 -8%
CAM
1886
Columbia Asset Management
Michigan
$621K – – –
WAM
1887
Weiss Asset Management
Massachusetts
$620K +$563K +5,634 New
RPWA
1888
Regent Peak Wealth Advisors
Georgia
$620K -$1.83M -18,351 -77%
CT
1889
Columbia Trust
Oregon
$620K +$23.1K +231 +4%
FFA
1890
Fragasso Financial Advisors
Pennsylvania
$619K +$17.1K +171 +3%
WDC
1891
Woodward Diversified Capital
California
$619K -$8.99K -90 -2%
SFG
1892
Summit Financial Group
West Virginia
$619K +$25.7K +257 +5%
LCWP
1893
Legacy Capital Wealth Partners
Arkansas
$618K +$561K +5,616 New
1W
1894
1776 Wealth
Georgia
$618K +$30K +300 +6%
GMFG
1895
Greater Midwest Financial Group
Minnesota
$618K +$561K +5,613 New
BWG
1896
Beta Wealth Group
California
$617K +$200 +2 +0%
APW
1897
Acima Private Wealth
Virginia
$617K – – –
PFS
1898
Physicians Financial Services
North Carolina
$615K -$2.5K -25 -0.4%
SCA
1899
Sippican Capital Advisors
Massachusetts
$613K +$50K +500 +10%
LA
1900
LVW Advisors
New York
$612K +$163K +1,634 +42%
74 75
76
77 78