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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
2101
SSI Investment Management
California
$369K -$2.63K -25 -0.7%
PCM
2102
Pointe Capital Management
Michigan
$369K – – –
RIM
2103
Redwood Investment Management
Arizona
$369K +$400K +3,807 New
OFS
2104
OneAscent Financial Services
Alabama
$367K +$398K +3,785 New
LA
2105
Lifeworks Advisors
Michigan
$367K +$15.9K +151 +4%
CF
2106
Centaurus Financial
California
$366K -$11.8K -112 -3%
RCM
2107
Raleigh Capital Management
North Carolina
$366K +$29.8K +284 +8%
RIP
2108
RAM Investment Partners
Washington
$364K -$1.78K -17 -0.4%
SP
2109
Saranac Partners
$364K – – –
NC
2110
NinePointTwo Capital
California
$364K – – –
CFA
2111
Capstone Financial Advisors
Illinois
$364K +$12.1K +115 +3%
AA
2112
Addison Advisors
Vermont
$364K – – –
FSA
2113
Financial Security Advisor
Virginia
$361K +$392K +3,732 New
RWA
2114
River Wealth Advisors
Pennsylvania
$361K -$882K -8,395 -69%
RCWM
2115
Royal Capital Wealth Management
Indiana
$360K -$388K -3,696 -50%
CCP
2116
Carmel Capital Partners
California
$359K +$59.6K +567 +18%
YC
2117
Yarbrough Capital
Tennessee
$358K -$248K -2,366 -39%
LIM
2118
Lathrop Investment Management
Arkansas
$357K – – –
MSR
2119
Main Street Research
Connecticut
$357K -$128K -1,218 -25%
FFIC
2120
First Fiduciary Investment Counsel
Ohio
$356K +$2.63K +25 +0.7%
SAM
2121
Summit Asset Management
Tennessee
$355K -$2.1K -20 -0.5%
TCBWMS
2122
Texas Capital Bank Wealth Management Services
Texas
$354K -$174K -1,660 -31%
NCM
2123
Nelson Capital Management
California
$354K – – –
CCM
2124
Crew Capital Management
Ohio
$353K -$20K -190 -5%
CTB
2125
Country Trust Bank
Illinois
$353K +$325K +3,093 +558%
83 84
85
86 87