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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
EIP
2051
Ellis Investment Partners
Pennsylvania
$479K -$1.43K -13 -0.3%
CF
2052
Convergence Financial
Missouri
$478K -$109K -998 -19%
GWWM
2053
Great Waters Wealth Management
Minnesota
$477K +$11.8K +108 +3%
AFC
2054
AFT Forsyth & Company
Florida
$477K – – –
MLA
2055
My Legacy Advisors
Oregon
$477K +$10.1K +92 +2%
CPP
2056
Capasso Planning Partners
South Carolina
$476K +$877 +8 +0.2%
CPC
2057
Congress Park Capital
New York
$475K – – –
GWM
2058
GDS Wealth Management
Texas
$474K -$5.59K -51 -1%
AIM
2059
Alhambra Investment Management
Florida
$474K – – –
OPTFSNA
2060
Old Point Trust & Financial Services N A
Virginia
$474K – – –
KHCM
2061
Kirtland Hills Capital Management
Ohio
$474K -$25.3K -231 -5%
CFG
2062
Cooper Financial Group
California
$473K +$11K +100 +2%
OWA
2063
One Wealth Advisors
California
$472K +$1.21K +11 +0.3%
CCMG
2064
Clark Capital Management Group
Pennsylvania
$470K -$46.2K -421 -9%
HR
2065
Hardy Reed
Mississippi
$470K -$3.51K -32 -0.8%
BMC
2066
Beaton Management Company
Massachusetts
$470K -$43.9K -400 -9%
CL
2067
COWA LLC
Oklahoma
$469K – – –
AWCI
2068
Alpine Woods Capital Investors
New York
$468K – – –
OL
2069
Optas LLC
Texas
$468K +$53.2K +485 +13%
SGI
2070
Summit Global Investments
Utah
$468K +$53.3K +486 +13%
CCG
2071
Coastwise Capital Group
California
$467K +$67K +611 +18%
FA
2072
Financial Advisors
Massachusetts
$467K – – –
CAGAS
2073
Capital Advisory Group Advisory Services
Minnesota
$466K – – –
MA
2074
MCF Advisors
Kentucky
$466K -$39.3K -358 -8%
PWMG
2075
Prestige Wealth Management Group
New Jersey
$465K +$30.1K +274 +7%
81 82
83
84 85