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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
2226
Octavia Wealth Advisors
Ohio
$335K -$8.8K -85 -3%
AA
2227
Aufman Associates
Pennsylvania
$335K – – –
ACM
2228
Aljian Capital Management
Nevada
$333K -$4.66K -45 -1%
MPM
2229
Meritage Portfolio Management
Kansas
$333K +$3.94K +38 +1%
HIF
2230
Hill Island Financial
Michigan
$332K +$313K +3,022 New
BAM
2231
Beaumont Asset Management
Texas
$332K – – –
SRC
2232
Shufro Rose & Co
New York
$331K -$16.9K -163 -5%
EGM
2233
Engineers Gate Manager
New York
$331K -$2.62M -25,266 -89%
CIG
2234
Cascade Investment Group
Colorado
$330K +$311K +3,007 New
PWA
2235
Providence Wealth Advisors
Illinois
$329K – – –
PAS
2236
Professional Advisory Services
Florida
$329K – – –
OFS
2237
OneAscent Financial Services
Alabama
$327K +$308K +2,976 New
MFG
2238
Magnus Financial Group
New York
$327K -$38K -367 -11%
WMA
2239
Wealth Management Associates
New Jersey
$326K +$104 +1 +0%
CSWG
2240
Cardinal Strategic Wealth Guidance
Kentucky
$326K – – –
SCM
2241
Seascape Capital Management
New Hampshire
$325K -$29.6K -286 -9%
AIC
2242
Archer Investment Corporation
Indiana
$324K +$311 +3 +0.1%
PCH
2243
PGIM Custom Harvest
New Jersey
$324K +$306K +2,954 New
CC
2244
Callan Capital
California
$324K +$305K +2,950 New
IF
2245
Insight Folios
North Carolina
$324K +$11.1K +107 +4%
RP
2246
Riverwater Partners
Wisconsin
$324K -$3K -29 -1%
AWS
2247
Aspen Wealth Strategies
Colorado
$323K +$305K +2,945 New
TPW
2248
Transatlantique Private Wealth
New York
$323K -$14.3K -138 -4%
CCMW
2249
Cypress Capital Management (Wyoming)
Wyoming
$323K – – –
FOA
2250
Five Oceans Advisors
California
$323K +$207 +2 +0.1%
88 89
90
91 92