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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
RPCA
2176
Running Point Capital Advisors
California
$522K +$31K +236 +6%
FA
2177
Financial Advisors
Massachusetts
$522K – – –
MFG
2178
Magnus Financial Group
New York
$522K -$20.3K -155 -4%
SAM
2179
Summit Asset Management
Tennessee
$522K – – –
APA
2180
Astoria Portfolio Advisors
New York
$522K -$9.71K -74 -2%
LIM
2181
Lathrop Investment Management
Arkansas
$521K -$4.59K -35 -0.9%
PFM
2182
Phillips Financial Management
Indiana
$521K +$170K +1,292 +50%
BW
2183
Basepoint Wealth
Iowa
$520K -$6.56K -50 -1%
CFG
2184
Carr Financial Group
Massachusetts
$520K +$9.98K +76 +2%
FNBSF
2185
First National Bank Sioux Falls
South Dakota
$519K – – –
MFWP
2186
Mosaic Family Wealth Partners
Missouri
$519K +$54.7K +417 +12%
SFO
2187
Stenger Family Office
Illinois
$519K +$26.4K +201 +5%
ZIG
2188
Zullo Investment Group
Pennsylvania
$518K -$4.2K -32 -0.8%
MCM
2189
Monument Capital Management
Virginia
$516K -$47K -358 -9%
MW
2190
Members Wealth
Pennsylvania
$515K +$507K +3,861 New
CFG
2191
Chapman Financial Group
Hawaii
$515K +$505K +3,845 New
ML
2192
Mayport LLC
Massachusetts
$512K +$22.3K +170 +5%
GCG
2193
Gilbert Capital Group
Maine
$512K – – –
RWM
2194
RKL Wealth Management
Pennsylvania
$511K +$7.09K +54 +1%
AGA
2195
Arkos Global Advisors
Texas
$509K +$499K +3,804 New
EC
2196
Enhancing Capital
Pennsylvania
$509K – – –
UPS
2197
UHLMANN PRICE SECURITIES
Illinois
$509K +$39.8K +303 +9%
GHA
2198
GW Henssler & Associates
Georgia
$508K – – –
FVWA
2199
Foster Victor Wealth Advisors
South Carolina
$508K +$12.3K +94 +3%
FFA
2200
Fi3 Financial Advisors
Indiana
$507K -$58.8K -448 -11%
86 87
88
89 90