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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
1926
Insight Advisors
Pennsylvania
$516K -$34K -299 -6%
FFC
1927
Fure Financial Corporation
Minnesota
$516K – – –
BWP
1928
Baldwin Wealth Partners
Massachusetts
$515K – – –
SIC
1929
Samalin Investment Counsel
New York
$515K +$11.6K +102 +2%
RWM
1930
RKL Wealth Management
Pennsylvania
$515K +$72.1K +635 +15%
FWP
1931
FAS Wealth Partners
Kansas
$514K +$116K +1,021 +28%
AIM
1932
Axiom Investment Management
New York
$514K +$249K +2,195 +86%
HR
1933
Howe & Rusling
New York
$513K +$62.8K +553 +13%
MCM
1934
Mengis Capital Management
Oregon
$512K +$6.93K +61 +1%
WMA
1935
West Michigan Advisors
Michigan
$512K +$8.63K +76 +2%
LC
1936
Lindbrook Capital
California
$511K +$184K +1,618 +52%
CAM
1937
Covenant Asset Management
New Jersey
$509K – – –
SAF
1938
Smith Anglin Financial
Texas
$508K -$23.5K -207 -4%
CWM
1939
Circle Wealth Management
New Jersey
$508K -$4.88K -43 -0.9%
PCM
1940
Pointe Capital Management
Michigan
$508K +$1.36K +12 +0.3%
LFA
1941
Legacy Financial Advisors
Kentucky
$506K -$90.5K -797 -15%
BMC
1942
Beaton Management Company
Massachusetts
$506K – – –
AG
1943
Ascent Group
Virginia
$506K +$12.4K +109 +2%
FDS
1944
Freedom Day Solutions
Texas
$505K +$9.77K +86 +2%
CWM
1945
Cabot Wealth Management
Massachusetts
$504K +$8.86K +78 +2%
GAM
1946
Gould Asset Management
California
$502K +$8.52K +75 +2%
CFO
1947
CVA Family Office
Colorado
$501K +$7.38K +65 +1%
AIM
1948
Alhambra Investment Management
Florida
$500K -$3.41K -30 -0.6%
ACA
1949
Ackerman Capital Advisors
Texas
$500K – – –
NCM
1950
NCM Capital Management
New Jersey
$500K +$227 +2 +0%
76 77
78
79 80