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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
1901
Oakworth Capital
Alabama
$612K +$31.1K +311 +6%
NDSI
1902
Newman Dignan & Sheerar Inc
Rhode Island
$611K -$2.5K -25 -0.4%
TW
1903
Towerpoint Wealth
California
$609K -$2.2K -22 -0.4%
SCM
1904
Stonebridge Capital Management
California
$608K – – –
BWM
1905
BCS Wealth Management
Tennessee
$607K – – –
RSA
1906
River Street Advisors
Illinois
$607K -$12.2K -122 -2%
CIM
1907
CIM Investment Management
Pennsylvania
$606K – – –
WF
1908
WoodTrust Financial
Wisconsin
$606K +$500 +5 +0.1%
ATFA
1909
All Terrain Financial Advisors
Minnesota
$606K – – –
FFO
1910
Fiduciary Family Office
Florida
$605K +$549K +5,499 New
GWANC
1911
Guardian Wealth Advisors (North Carolina)
North Carolina
$604K -$15.9K -159 -3%
SWP
1912
Significant Wealth Partners
Illinois
$603K +$548K +5,480 New
TIM
1913
Tevis Investment Management
Texas
$602K +$11.1K +111 +2%
CIA
1914
Compass Ion Advisors
Pennsylvania
$602K +$12K +120 +2%
GC
1915
Gratus Capital
Georgia
$601K -$137K -1,367 -20%
CA
1916
Cornerstone Advisory
Maryland
$599K +$65.8K +659 +14%
CG
1917
Clifford Group
Massachusetts
$597K -$5.59K -56 -1%
WA
1918
Wealth Architects
California
$596K +$47.8K +478 +10%
BFA
1919
Buttonwood Financial Advisors
Maryland
$596K -$24.4K -244 -4%
LF
1920
Lantz Financial
Illinois
$593K +$77.5K +776 +17%
GSEP
1921
Golden State Equity Partners
California
$591K +$54.3K +543 +11%
CCA
1922
Childress Capital Advisors
Texas
$589K -$28K -280 -5%
TWM
1923
Trueblood Wealth Management
Ohio
$589K +$534K +5,347 New
EFG
1924
Everhart Financial Group
Ohio
$585K -$21.9K -219 -4%
ML
1925
McAdam LLC
Pennsylvania
$584K +$1.5K +15 +0.3%
75 76
77
78 79