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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
ALAM
2176
Asahi Life Asset Management
Japan
$414K +$398K +3,630 New
CHA
2177
Cooper/Haims Advisors
New York
$414K – – –
AIFAIM
2178
American Institute for Advanced Investment Management
Arizona
$414K -$3.84K -35 -1%
NF
2179
Nvest Financial
New Hampshire
$412K -$91.3K -832 -19%
LC
2180
Landaas & Company
Wisconsin
$410K – – –
FFO
2181
Fiduciary Family Office
Florida
$410K -$81.7K -745 -17%
SCA
2182
Sippican Capital Advisors
Massachusetts
$409K -$11K -100 -3%
DPI
2183
Diversified Portfolios Inc
Michigan
$409K +$658 +6 +0.2%
VW
2184
Vance Wealth
California
$409K -$24.4K -222 -6%
SWM
2185
Seed Wealth Management
Illinois
$409K – – –
LPAM
2186
Lodestar Private Asset Management
California
$408K -$2.74K -25 -0.7%
SCP
2187
Sivia Capital Partners
California
$407K +$14.1K +129 +4%
ACS
2188
Archford Capital Strategies
Illinois
$406K -$17.9K -163 -4%
CSWM
2189
Cassady Schiller Wealth Management
Ohio
$405K – – –
1WM
2190
1900 Wealth Management
Texas
$404K +$66.4K +605 +21%
CFG
2191
Clayton Financial Group
Missouri
$404K +$65.8K +600 +20%
CCP
2192
Carmel Capital Partners
California
$404K +$27.9K +254 +8%
FWM
2193
FFT Wealth Management
Pennsylvania
$404K +$60.3K +550 +18%
CSC
2194
Caldwell Sutter Capital
California
$402K – – –
GFA
2195
Gallagher Fiduciary Advisors
Illinois
$401K +$80.8K +737 +26%
DWAM
2196
Duncan Williams Asset Management
Tennessee
$401K +$386K +3,519 New
PA
2197
Probity Advisors
Texas
$401K -$9.32K -85 -2%
KIA
2198
Knollwood Investment Advisory
Maryland
$399K – – –
SSA
2199
Sierra Summit Advisors
Nevada
$399K – – –
ZF
2200
Zhang Financial
Michigan
$399K +$10.3K +94 +3%
86 87
88
89 90