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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
2201
Core Wealth Partners
California
$508K -$176K -1,379 -26%
BIC
2202
Beach Investment Counsel
Pennsylvania
$507K – – –
CWA
2203
Consilium Wealth Advisory
Texas
$507K +$9.93K +78 +2%
BW
2204
Basepoint Wealth
Iowa
$504K +$509 +4 +0.1%
EC
2205
Enhancing Capital
Pennsylvania
$504K – – –
LC
2206
Landaas & Company
Wisconsin
$504K – – –
CTB
2207
Country Trust Bank
Illinois
$504K +$4.71K +37 +1%
AA
2208
Alesco Advisors
New York
$504K – – –
GHA
2209
GW Henssler & Associates
Georgia
$504K +$125K +980 +35%
UPS
2210
UHLMANN PRICE SECURITIES
Illinois
$503K +$382 +3 +0.1%
CFG
2211
Carr Financial Group
Massachusetts
$503K -$1.4K -11 -0.3%
RWM
2212
RKL Wealth Management
Pennsylvania
$502K +$1.27K +10 +0.3%
CSA
2213
Cottage Street Advisors
Massachusetts
$501K +$3.31K +26 +0.7%
FFIC
2214
First Fiduciary Investment Counsel
Ohio
$501K – – –
GAM
2215
GEM Asset Management
Michigan
$499K -$21.8K -171 -4%
APA
2216
Astoria Portfolio Advisors
New York
$499K +$27.5K +216 +6%
CNBOF
2217
City National Bank of Florida
Florida
$499K -$2.29K -18 -0.5%
SIM
2218
SSI Investment Management
California
$498K -$255 -2 -0.1%
LC
2219
Lavaca Capital
Texas
$498K +$764 +6 +0.2%
CFA
2220
Capstone Financial Advisors
Illinois
$498K -$10.3K -81 -2%
BI
2221
BlueSpruce Investments
Illinois
$498K -$305M -2,395,074 -100%
SP
2222
Saranac Partners
$497K +$6.62K +52 +1%
HWMG
2223
Hurlow Wealth Management Group
Indiana
$494K +$127 +1 +0%
KAM
2224
KEB Asset Management
Illinois
$493K +$1.27K +10 +0.3%
OCPWS
2225
One Charles Private Wealth Services
Massachusetts
$492K -$7.25K -57 -2%
87 88
89
90 91