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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
MFWP
1926
Mosaic Family Wealth Partners
Missouri
$611K -$66.7K -582 -10%
TCOO
1927
Trust Company of Oklahoma
Oklahoma
$610K -$135K -1,174 -18%
TWM
1928
Trueblood Wealth Management
Ohio
$608K +$115 +1 +0%
PFS
1929
Physicians Financial Services
North Carolina
$607K -$28.7K -250 -4%
VPP
1930
Vertex Planning Partners
Illinois
$604K -$164K -1,434 -21%
KIC
1931
Keating Investment Counselors
Florida
$603K -$201K -1,750 -25%
TCB
1932
Texas Capital Bancshares
Texas
$603K +$5.27K +46 +0.9%
QWP
1933
Quotient Wealth Partners
Texas
$603K -$198K -1,727 -25%
CIA
1934
Compass Ion Advisors
Pennsylvania
$601K -$20.7K -181 -3%
UB
1935
Umpqua Bank
Oregon
$599K +$604K +5,271 New
SIG
1936
Sargent Investment Group
Maryland
$597K -$388K -3,384 -39%
CA
1937
Cornerstone Advisory
Maryland
$597K -$21.7K -189 -3%
AIM
1938
ARGA Investment Management
Connecticut
$593K – – –
WA
1939
Wealth Architects
California
$593K -$22.9K -200 -4%
TPWM
1940
Twelve Points Wealth Management
Massachusetts
$593K +$15K +131 +3%
BEC
1941
Blue Edge Capital
Virginia
$593K – – –
BCM
1942
Buckhead Capital Management
Georgia
$591K -$129K -1,129 -18%
BFPW
1943
BOK Financial Private Wealth
Colorado
$591K +$48.4K +422 +9%
FWP
1944
FAS Wealth Partners
Kansas
$591K -$4.13K -36 -0.7%
NRC
1945
New Republic Capital
North Carolina
$591K -$64.2K -560 -10%
FIM
1946
Fernwood Investment Management
Massachusetts
$591K -$6.88K -60 -1%
AFA
1947
AA Financial Advisors
Ohio
$591K +$596K +5,198 New
IC
1948
Inscription Capital
Texas
$589K +$277K +2,420 +88%
MA
1949
MCF Advisors
Kentucky
$587K -$13K -113 -2%
TIM
1950
Tevis Investment Management
Texas
$587K -$35.3K -308 -6%
76 77
78
79 80