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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2076
Segment Wealth Management
Texas
$471K +$16.4K +164 +4%
BIC
2077
Beach Investment Counsel
Pennsylvania
$470K – – –
HC
2078
Henshaw Capital
Massachusetts
$470K – – –
TRIA
2079
Trail Ridge Investment Advisors
Colorado
$469K -$6.99K -70 -2%
IWP
2080
Invenio Wealth Partners
Florida
$468K -$37.6K -376 -8%
CAGAS
2081
Capital Advisory Group Advisory Services
Minnesota
$467K – – –
CHA
2082
Cooper/Haims Advisors
New York
$467K – – –
MFG
2083
Midwest Financial Group
Kansas
$465K -$260K -2,600 -38%
MLA
2084
My Legacy Advisors
Oregon
$465K +$409K +4,093 New
HWM
2085
HighMark Wealth Management
Minnesota
$463K – – –
FNBSF
2086
First National Bank Sioux Falls
South Dakota
$463K -$3.4K -34 -0.8%
AFC
2087
AFT Forsyth & Company
Florida
$461K – – –
CB
2088
Centennial Bank
Arkansas
$459K -$3K -30 -0.7%
CNB
2089
Camden National Bank
Maine
$458K -$32.1K -321 -7%
CPC
2090
Congress Park Capital
New York
$458K – – –
OWA
2091
Opal Wealth Advisors
New York
$457K -$153K -1,529 -27%
OPTFSNA
2092
Old Point Trust & Financial Services N A
Virginia
$457K -$7.09K -71 -2%
S
2093
Sunpointe
Missouri
$456K +$414K +4,146 New
HFM
2094
Hartford Funds Management
Pennsylvania
$456K +$32.7K +327 +9%
GCA
2095
Greenwood Capital Associates
South Carolina
$456K -$5.43M -54,315 -93%
KMWM
2096
Keudell/Morrison Wealth Management
Oregon
$456K +$1.4K +14 +0.3%
BCCM
2097
Bridge Creek Capital Management
Massachusetts
$455K – – –
GP
2098
Geneva Partners
Wisconsin
$455K -$255K -2,552 -38%
WDG
2099
Wealth Dimensions Group
Ohio
$455K -$7.39K -74 -2%
KPWG
2100
KFA Private Wealth Group
Virginia
$454K +$52.3K +523 +15%
82 83
84
85 86