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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
PMG
2201
ProVise Management Group
Florida
$434K -$89.6K -775 -17%
CFA
2202
Capstone Financial Advisors
Illinois
$434K -$20.8K -180 -4%
SFO
2203
Stenger Family Office
Illinois
$434K +$443K +3,833 New
SP
2204
Stonebrook Private
Michigan
$433K +$1.97K +17 +0.4%
PCM
2205
Pointe Capital Management
Michigan
$433K -$14.3K -124 -3%
HFS
2206
Heritage Financial Services
Massachusetts
$433K -$81.1K -702 -16%
APG
2207
Abacus Planning Group
South Carolina
$433K -$51.7K -447 -10%
KA
2208
KDT Advisors
New York
$433K +$442K +3,824 New
BIC
2209
Beach Investment Counsel
Pennsylvania
$432K -$51.8K -448 -10%
NIA
2210
NIA Impact Advisors
California
$431K +$12.1K +105 +3%
SGI
2211
Summit Global Investments
Utah
$430K -$35.1K -304 -7%
LC
2212
Landaas & Company
Wisconsin
$430K +$23.1K +200 +6%
CFG
2213
Carr Financial Group
Massachusetts
$430K +$1.73K +15 +0.4%
SG
2214
Sienna Gestion
France
$430K – – –
EC
2215
Enhancing Capital
Pennsylvania
$430K +$439K +3,800 New
BW
2216
Basepoint Wealth
Iowa
$430K +$347 +3 +0.1%
AA
2217
Alesco Advisors
New York
$429K +$168K +1,452 +62%
UPS
2218
UHLMANN PRICE SECURITIES
Illinois
$429K -$11.9K -103 -3%
MSG
2219
Main Street Group
Virginia
$428K -$21.7K -188 -5%
CNBOF
2220
City National Bank of Florida
Florida
$427K +$436K +3,776 New
FFIC
2221
First Fiduciary Investment Counsel
Ohio
$427K – – –
TSW
2222
Thompson Siegel & Walmsley
Virginia
$427K +$44.1K +382 +11%
FFA
2223
Fi3 Financial Advisors
Indiana
$427K +$32.8K +284 +8%
HI
2224
Human Investing
Oregon
$427K -$68K -588 -13%
RWM
2225
RKL Wealth Management
Pennsylvania
$427K -$12.9K -112 -3%
87 88
89
90 91