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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
2126
SeaBridge Investment Advisors
New Jersey
$345K – – –
CPC
2127
Congress Park Capital
New York
$343K +$35.5K +300 +12%
LWM
2128
Liberty Wealth Management
California
$342K -$1.19K -10 -0.3%
CA
2129
Claro Advisors
Massachusetts
$340K -$10.7K -90 -3%
SWM
2130
Segment Wealth Management
Texas
$340K +$49.1K +414 +17%
HFG
2131
Heron Financial Group
New York
$339K +$14.2K +120 +4%
WP
2132
WealthShield Partners
North Carolina
$338K -$44.4K -375 -12%
SGK
2133
Steigerwald Gordon & Koch
Virginia
$338K +$4.98K +42 +2%
HCP
2134
Hexagon Capital Partners
Arkansas
$337K -$96K -810 -22%
SJL
2135
Shayne & Jacobs LLC
Tennessee
$336K – – –
SWP
2136
Strategic Wealth Partners
Ohio
$335K -$938K -7,913 -74%
SRC
2137
Sage Rhino Capital
California
$335K -$10.9K -92 -3%
RCG
2138
Rock Creek Group
District of Columbia
$334K -$207K -1,750 -39%
OWA
2139
Octavia Wealth Advisors
Ohio
$334K -$4.03K -34 -1%
LC
2140
Lindbrook Capital
California
$334K +$14.2K +120 +4%
TWP
2141
Treybourne Wealth Planners
Indiana
$333K – – –
BCM
2142
BTC Capital Management
Iowa
$332K -$26.9K -227 -8%
SRC
2143
Shufro Rose & Co
New York
$332K -$23.7K -200 -7%
RHP
2144
Royal Harbor Partners
Texas
$332K – – –
WCM
2145
Washburn Capital Management
Florida
$327K -$17.8K -150 -5%
MPM
2146
Meritage Portfolio Management
Kansas
$327K -$4.98K -42 -2%
PIMG
2147
Patriot Investment Management Group
Tennessee
$327K +$324K +2,735 New
S
2148
swisspartners
Liechtenstein
$326K -$46K -388 -13%
FC
2149
Financial Consulate
Maryland
$326K +$237 +2 +0.1%
GLLW
2150
Graves Light Lenhart Wealth
Virginia
$326K +$2.37K +20 +0.7%
84 85
86
87 88