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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
SRC
2051
Stone Run Capital
New York
$563K – – –
CWM
2052
Cranbrook Wealth Management
Michigan
$562K – – –
CG
2053
Clarus Group
Texas
$561K -$1.54K -12 -0.3%
HWM
2054
Horizon Wealth Management
Illinois
$559K +$509K +3,973 New
DW
2055
Domani Wealth
Pennsylvania
$557K +$43.6K +341 +9%
CA
2056
CGN Advisors
Kansas
$557K +$233K +1,818 +85%
RCA
2057
Roberts Capital Advisors
Colorado
$557K +$507K +3,959 New
GB
2058
Goepper Burkhardt
South Carolina
$556K +$128 +1 +0%
LI
2059
Lafayette Investments
Maryland
$555K -$51.2K -400 -9%
SFS
2060
Security Financial Services
Indiana
$555K +$505K +3,944 New
LA
2061
Latitude Advisors
Florida
$554K +$64.8K +506 +15%
SMG
2062
Spectrum Management Group
Indiana
$553K -$9.6K -75 -2%
BO
2063
BRR OpCo
Ohio
$553K -$1.15K -9 -0.2%
LCS
2064
Levin Capital Strategies
New York
$549K – – –
DMBA
2065
Deseret Mutual Benefit Administrators
Utah
$549K +$27.6K +216 +6%
PPP
2066
Private Portfolio Partners
New Jersey
$549K -$10.9K -85 -2%
CAGAS
2067
Capital Advisory Group Advisory Services
Minnesota
$548K -$24.7K -193 -5%
CPP
2068
Capasso Planning Partners
South Carolina
$547K +$497K +3,885 New
LB
2069
Legacy Bridge
Iowa
$546K -$19.2K -150 -4%
EIA
2070
Edgemoor Investment Advisors
Maryland
$545K +$73.5K +574 +17%
FIBT
2071
First International Bank & Trust
North Dakota
$545K +$495K +3,869 New
HWMG
2072
Hurlow Wealth Management Group
Indiana
$544K +$34.8K +272 +7%
FFIC
2073
First Fiduciary Investment Counsel
Ohio
$544K +$46.7K +365 +10%
BAM
2074
Blueshift Asset Management
New Jersey
$543K -$5.62M -43,932 -92%
SQA
2075
Simon Quick Advisors
New Jersey
$543K -$118K -921 -19%
81 82
83
84 85