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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
AFC
1901
AFT Forsyth & Company
Florida
$533K – – –
DIM
1902
Delta Investment Management
California
$532K +$7.84K +69 +1%
PBT
1903
Pictet Bank & Trust
Bahamas
$531K -$498K -4,387 -47%
ESBC
1904
E.S. Barr & Co
Kentucky
$531K -$56.8K -500 -9%
KWM
1905
Kolinsky Wealth Management
New Jersey
$531K -$24.9K -219 -4%
PFG
1906
Piershale Financial Group
Illinois
$529K +$114 +1 +0%
CHA
1907
Carmichael Hill & Associates
Maryland
$529K +$24.4K +215 +5%
BB
1908
Bell Bank
North Dakota
$529K +$191K +1,680 +53%
1W
1909
1776 Wealth
Georgia
$527K -$34.1K -300 -6%
WF
1910
Wayfinding Financial
Washington
$526K -$10.1K -89 -2%
TIM
1911
Tevis Investment Management
Texas
$524K +$10.3K +91 +2%
AA
1912
Addison Advisors
Vermont
$523K -$568 -5 -0.1%
VWM
1913
Valley Wealth Managers
New Jersey
$522K -$172K -1,518 -24%
KMWM
1914
Keudell/Morrison Wealth Management
Oregon
$522K -$145K -1,273 -21%
ESB
1915
Essex Savings Bank
Connecticut
$522K -$7.38K -65 -1%
SKK
1916
Shepherd Kaplan Krochuk
Massachusetts
$522K – – –
PP
1917
Patron Partners
Texas
$522K +$19.4K +171 +4%
CS
1918
Cannell & Spears
New York
$521K +$2.5K +22 +0.5%
COCM
1919
Charter Oak Capital Management
New Hampshire
$520K -$9.31K -82 -2%
D
1920
Diversified
Delaware
$520K – – –
FA
1921
Financial Advisors
Massachusetts
$520K – – –
PHAM
1922
Palisades Hudson Asset Management
Florida
$520K – – –
AO
1923
Advisor OS
Illinois
$519K +$1.48K +13 +0.3%
GLA
1924
Good Life Advisors
Pennsylvania
$519K +$29.1K +256 +6%
FPAS
1925
Focus Partners Advisor Solutions
Missouri
$519K +$105K +925 +24%
75 76
77
78 79