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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
DIM
1901
Delta Investment Management
California
$532K +$7.84K +69 +1%
PBT
1902
Pictet Bank & Trust
Bahamas
$531K -$498K -4,387 -47%
ESBC
1903
E.S. Barr & Co
Kentucky
$531K -$56.8K -500 -9%
KWM
1904
Kolinsky Wealth Management
New Jersey
$531K -$24.9K -219 -4%
PFG
1905
Piershale Financial Group
Illinois
$529K +$114 +1 +0%
CHA
1906
Carmichael Hill & Associates
Maryland
$529K +$24.4K +215 +5%
BB
1907
Bell Bank
North Dakota
$529K +$191K +1,680 +53%
1W
1908
1776 Wealth
Georgia
$527K -$34.1K -300 -6%
WF
1909
Wayfinding Financial
Washington
$526K -$10.1K -89 -2%
TIM
1910
Tevis Investment Management
Texas
$524K +$10.3K +91 +2%
AA
1911
Addison Advisors
Vermont
$523K -$568 -5 -0.1%
VWM
1912
Valley Wealth Managers
New Jersey
$522K -$172K -1,518 -24%
KMWM
1913
Keudell/Morrison Wealth Management
Oregon
$522K -$145K -1,273 -21%
ESB
1914
Essex Savings Bank
Connecticut
$522K -$7.38K -65 -1%
SKK
1915
Shepherd Kaplan Krochuk
Massachusetts
$522K – – –
PP
1916
Patron Partners
Texas
$522K +$19.4K +171 +4%
CS
1917
Cannell & Spears
New York
$521K +$2.5K +22 +0.5%
COCM
1918
Charter Oak Capital Management
New Hampshire
$520K -$9.31K -82 -2%
D
1919
Diversified
Delaware
$520K – – –
FA
1920
Financial Advisors
Massachusetts
$520K – – –
PHAM
1921
Palisades Hudson Asset Management
Florida
$520K – – –
AO
1922
Advisor OS
Illinois
$519K +$1.48K +13 +0.3%
GLA
1923
Good Life Advisors
Pennsylvania
$519K +$29.1K +256 +6%
FPAS
1924
Focus Partners Advisor Solutions
Missouri
$519K +$105K +925 +24%
GIP
1925
Greatmark Investment Partners
Georgia
$518K +$19.5K +172 +4%
75 76
77
78 79