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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1901
Steph & Co
Wisconsin
$536K – – –
SG
1902
StoneX Group
New York
$534K -$4.03K -34 -0.8%
TI
1903
Trexquant Investment
Connecticut
$533K -$6.62M -55,868 -93%
HWMG
1904
Hurlow Wealth Management Group
Indiana
$530K +$48.2K +407 +10%
SW
1905
SteelPeak Wealth
California
$528K -$156K -1,318 -23%
CISOA
1906
Capital Investment Services of America
Wisconsin
$528K -$1.9K -16 -0.4%
CFO
1907
CVA Family Office
Colorado
$527K +$165K +1,390 +46%
LKIM
1908
Lawson Kroeker Investment Management
Nebraska
$526K – – –
FFA
1909
Founders Financial Alliance
North Carolina
$525K +$40.3K +340 +8%
CA
1910
Capital Advantage
California
$524K +$2.13K +18 +0.4%
MFG
1911
Monte Financial Group
Connecticut
$524K +$117K +987 +29%
CF
1912
Copperwynd Financial
Arizona
$523K +$45K +380 +10%
PCG
1913
Private Capital Group
Connecticut
$522K -$425K -3,588 -45%
BHC
1914
Bowen Hanes & Co
Florida
$522K – – –
CPO
1915
Cerity Partners OCIO
New York
$521K -$779K -6,574 -60%
CL
1916
COWA LLC
Oklahoma
$521K – – –
PCM
1917
Pointe Capital Management
Michigan
$519K – – –
TWM
1918
Tradition Wealth Management
Minnesota
$518K +$7.7K +65 +2%
TCM
1919
Tributary Capital Management
Nebraska
$517K +$511K +4,315 New
NIM
1920
Nexus Investment Management
Ontario, Canada
$515K – – –
TCM
1921
Tradewinds Capital Management
Washington
$515K – – –
CWM
1922
Circle Wealth Management
New Jersey
$515K +$104K +881 +26%
HWM
1923
HighMark Wealth Management
Minnesota
$513K -$4.5K -38 -0.9%
KTC
1924
Kistler-Tiffany Companies
Pennsylvania
$513K – – –
LIM
1925
Lathrop Investment Management
Arkansas
$512K -$53.4K -451 -10%
75 76
77
78 79