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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
2101
Aaron Wealth Advisors
Illinois
$328K +$79.2K +679 +31%
SGK
2102
Steigerwald Gordon & Koch
Virginia
$327K +$816 +7 +0.2%
DI
2103
DFPG Investments
Utah
$326K -$34.5K -296 -10%
SJL
2104
Shayne & Jacobs LLC
Tennessee
$325K – – –
LC
2105
Lindbrook Capital
California
$325K +$1.17K +10 +0.4%
WFA
2106
Wellspring Financial Advisors
Ohio
$323K +$324K +2,783 New
TWP
2107
Treybourne Wealth Planners
Indiana
$322K – – –
VHAM
2108
Van Hulzen Asset Management
California
$321K -$157K -1,350 -33%
BCM
2109
BTC Capital Management
Iowa
$321K – – –
SRC
2110
Shufro Rose & Co
New York
$321K – – –
IF
2111
Ironwood Financial
Arizona
$320K -$17.7K -152 -5%
S
2112
swisspartners
Liechtenstein
$320K +$5.83K +50 +2%
BWA
2113
Burt Wealth Advisors
Maryland
$319K -$14.6K -125 -4%
DDPIC
2114
Deroy & Devereaux Private Investment Counsel
Michigan
$317K -$64.1K -550 -17%
MPM
2115
Meritage Portfolio Management
Kansas
$316K – – –
NL
2116
Navalign LLC
California
$316K – – –
ONST
2117
Old North State Trust
North Carolina
$316K +$30.5K +262 +11%
LHC
2118
Little House Capital
Massachusetts
$316K +$318K +2,728 New
OPTFSNA
2119
Old Point Trust & Financial Services N A
Virginia
$314K +$316K +2,709 New
CIA
2120
Cascade Investment Advisors
Oregon
$313K – – –
OWA
2121
Octavia Wealth Advisors
Ohio
$312K -$12.1K -104 -4%
OCM
2122
Orser Capital Management
Texas
$312K – – –
LSC
2123
Lesa Sroufe & Co
Washington
$312K +$90.6K +777 +41%
CCFM
2124
Clear Creek Financial Management
Washington
$312K +$105K +901 +50%
SEP
2125
Southland Equity Partners
Missouri
$311K +$18.5K +159 +6%
83 84
85
86 87