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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
PW
2051
PUREfi Wealth
Massachusetts
$610K -$202K -1,537 -25%
CGA
2052
Crescent Grove Advisors
Illinois
$610K -$3.02K -23 -0.5%
SQA
2053
Simon Quick Advisors
New Jersey
$609K -$17.2K -131 -3%
CAM
2054
Campion Asset Management
Virginia
$609K -$12.5K -95 -2%
FB
2055
First Bancorp
Maine
$608K -$15.1K -115 -2%
DCA
2056
DSG Capital Advisors
Minnesota
$607K – – –
AWM
2057
Atticus Wealth Management
Florida
$605K +$132K +1,004 +29%
AIP
2058
ARS Investment Partners
New York
$605K – – –
SLWA
2059
San Luis Wealth Advisors
California
$603K +$591K +4,503 New
RCA
2060
Roberts Capital Advisors
Colorado
$602K +$590K +4,497 New
RC
2061
Reik & Co
New York
$602K – – –
PEA
2062
Park Edge Advisors
Ohio
$601K +$131 +1 +0%
SWMG
2063
Stillwater Wealth Management Group
Florida
$601K +$589K +4,486 New
BCG
2064
Breakwater Capital Group
New Jersey
$601K – – –
SL
2065
Salomon & Ludwin
Virginia
$601K +$143K +1,087 +32%
GLLW
2066
Graves Light Lenhart Wealth
Virginia
$599K – – –
EA
2067
Everpar Advisors
Oklahoma
$598K +$5.25K +40 +0.9%
TSW
2068
Thompson Siegel & Walmsley
Virginia
$597K – – –
BWG
2069
Balanced Wealth Group
Ohio
$596K – – –
BBA
2070
Baader Bank Aktiengesellschaft
Germany
$596K -$428K -3,263 -42%
TCOO
2071
Trust Company of Oklahoma
Oklahoma
$595K – – –
MMM
2072
Mendel Money Management
Illinois
$595K -$50.3K -383 -8%
HR
2073
Hardy Reed
Mississippi
$595K +$40.4K +308 +7%
CUAMC
2074
China Universal Asset Management Company
China
$594K -$2.05M -15,607 -78%
SIM
2075
Sentry Investment Management
Wisconsin
$593K -$147K -1,121 -20%
81 82
83
84 85