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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
CPP
2076
Capasso Planning Partners
South Carolina
$471K +$500 +5 +0.1%
SWM
2077
Segment Wealth Management
Texas
$471K +$16.4K +164 +4%
BIC
2078
Beach Investment Counsel
Pennsylvania
$470K – – –
HC
2079
Henshaw Capital
Massachusetts
$470K – – –
TRIA
2080
Trail Ridge Investment Advisors
Colorado
$469K -$6.99K -70 -2%
IWP
2081
Invenio Wealth Partners
Florida
$468K -$37.6K -376 -8%
CAGAS
2082
Capital Advisory Group Advisory Services
Minnesota
$467K – – –
CHA
2083
Cooper/Haims Advisors
New York
$467K – – –
MFG
2084
Midwest Financial Group
Kansas
$465K -$260K -2,600 -38%
MLA
2085
My Legacy Advisors
Oregon
$465K +$409K +4,093 New
HWM
2086
HighMark Wealth Management
Minnesota
$463K – – –
FNBSF
2087
First National Bank Sioux Falls
South Dakota
$463K -$3.4K -34 -0.8%
AFC
2088
AFT Forsyth & Company
Florida
$461K – – –
CB
2089
Centennial Bank
Arkansas
$459K -$3K -30 -0.7%
CNB
2090
Camden National Bank
Maine
$458K -$32.1K -321 -7%
CPC
2091
Congress Park Capital
New York
$458K – – –
OWA
2092
Opal Wealth Advisors
New York
$457K -$153K -1,529 -27%
OPTFSNA
2093
Old Point Trust & Financial Services N A
Virginia
$457K -$7.09K -71 -2%
S
2094
Sunpointe
Missouri
$456K +$414K +4,146 New
HFM
2095
Hartford Funds Management
Pennsylvania
$456K +$32.7K +327 +9%
GCA
2096
Greenwood Capital Associates
South Carolina
$456K -$5.43M -54,315 -93%
KMWM
2097
Keudell/Morrison Wealth Management
Oregon
$456K +$1.4K +14 +0.3%
BCCM
2098
Bridge Creek Capital Management
Massachusetts
$455K – – –
GP
2099
Geneva Partners
Wisconsin
$455K -$255K -2,552 -38%
WDG
2100
Wealth Dimensions Group
Ohio
$455K -$7.39K -74 -2%
82 83
84
85 86