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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
SRC
1926
Sage Rhino Capital
California
$234K +$4K +48 +2%
RWM
1927
RKL Wealth Management
Pennsylvania
$233K -$67.5K -809 -22%
APG
1928
Abacus Planning Group
South Carolina
$233K -$23.9K -286 -9%
BAM
1929
Brave Asset Management
New Jersey
$233K +$25.4K +304 +11%
SG
1930
StoneX Group
New York
$233K +$247K +2,955 New
CPA
1931
Clear Perspective Advisors
Illinois
$232K -$80.4K -964 -25%
GBBWRPM
1932
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$232K -$7.93K -95 -3%
MMA
1933
Miracle Mile Advisors
California
$230K -$456K -5,468 -65%
JWA
1934
JFS Wealth Advisors
Pennsylvania
$230K -$1.25K -15 -0.5%
EWM
1935
EPG Wealth Management
Georgia
$230K +$103K +1,238 +74%
HZ
1936
Hixon Zuercher
Ohio
$229K – – –
CIA
1937
Cascade Investment Advisors
Oregon
$229K – – –
EIA
1938
Edgemoor Investment Advisors
Maryland
$228K – – –
HHGA
1939
Halbert Hargrove Global Advisors
California
$228K +$41.4K +496 +21%
SIA
1940
SeaBridge Investment Advisors
New Jersey
$227K – – –
PVWM
1941
Point View Wealth Management
New Jersey
$226K – – –
PCM
1942
Palisade Capital Management
New Jersey
$225K – – –
PWA
1943
Providence Wealth Advisors
Illinois
$224K +$5.42K +65 +2%
AA
1944
ALPS Advisors
Colorado
$223K -$1.16M -13,923 -83%
OFS
1945
Oldfather Financial Services
Nebraska
$223K +$250 +3 +0.1%
SJL
1946
Shayne & Jacobs LLC
Tennessee
$221K – – –
1WA
1947
180 Wealth Advisors
Washington
$218K -$22.3K -267 -9%
PA
1948
Parkside Advisors
California
$218K – – –
RHP
1949
Royal Harbor Partners
Texas
$218K – – –
MSA
1950
Marino Stram & Associates
Massachusetts
$218K +$2.42K +29 +1%
76 77
78
79 80