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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
2101
Summit Asset Management
Tennessee
$409K – – –
ONST
2102
Old North State Trust
North Carolina
$409K +$50K +483 +15%
NCM
2103
Noesis Capital Mangement
Florida
$407K +$11.1K +107 +3%
NWA
2104
New World Advisors
Massachusetts
$406K +$31.1K +300 +9%
APG
2105
Abacus Planning Group
South Carolina
$405K -$6.21K -60 -2%
AFT
2106
Alpha Family Trust
California
$403K +$381K +3,675 New
NCM
2107
Nelson Capital Management
California
$401K – – –
PWM
2108
Prentice Wealth Management
New York
$401K +$27.9K +269 +8%
TA
2109
TruWealth Advisors
Louisiana
$400K +$44.8K +433 +13%
AP
2110
AtonRa Partners
Switzerland
$400K -$75.2K -726 -17%
GAM
2111
GEM Asset Management
Michigan
$400K +$377K +3,639 New
CF
2112
Corrigan Financial
Rhode Island
$397K -$7.35K -71 -2%
SWM
2113
Seed Wealth Management
Illinois
$397K +$374K +3,612 New
SSWM
2114
Sheets Smith Wealth Management
North Carolina
$396K -$38.8K -375 -9%
GWWM
2115
Great Waters Wealth Management
Minnesota
$396K +$369K +3,567 New
MPW
2116
Monterey Private Wealth
California
$395K -$14.7K -142 -4%
BCM
2117
Birch Capital Management
Texas
$395K – – –
HBW
2118
Hazlett, Burt & Watson
West Virginia
$395K +$311 +3 +0.1%
CCG
2119
Coastwise Capital Group
California
$395K +$32.9K +318 +10%
FCA
2120
FinTrust Capital Advisors
South Carolina
$394K -$8.08K -78 -2%
PFWA
2121
Paces Ferry Wealth Advisors
Georgia
$394K -$12.8K -124 -3%
BFG
2122
Berger Financial Group
Minnesota
$394K +$7.46K +72 +2%
TFP
2123
Tilia Fiduciary Partners
North Carolina
$394K -$168K -1,625 -31%
TFF
2124
The Family Firm
Maryland
$392K +$19.1K +184 +5%
SAM
2125
Synergy Asset Management
Washington
$391K +$16.4K +158 +5%
83 84
85
86 87