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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
OL
2226
Optas LLC
Texas
$376K +$12.7K +120 +3%
SGI
2227
Summit Global Investments
Utah
$376K -$10.6K -100 -3%
TWM
2228
Thrive Wealth Management
Pennsylvania
$376K +$13.5K +127 +4%
LPAM
2229
Lodestar Private Asset Management
California
$374K +$11.1K +105 +3%
PA
2230
Probity Advisors
Texas
$374K -$424 -4 -0.1%
LC
2231
Landaas & Company
Wisconsin
$374K -$140K -1,325 -27%
EBSAM
2232
Eubel Brady & Suttman Asset Management
Ohio
$374K +$424 +4 +0.1%
SWM
2233
Seed Wealth Management
Illinois
$372K -$2.97K -28 -0.8%
VWM
2234
Valley Wealth Managers
New Jersey
$372K -$15.2K -143 -4%
DPI
2235
Diversified Portfolios Inc
Michigan
$372K – – –
BAAM
2236
Baker Avenue Asset Management
California
$372K +$149K +1,406 +65%
BWG
2237
Balanced Wealth Group
Ohio
$372K -$27.6K -260 -7%
SAF
2238
Smith Anglin Financial
Texas
$369K -$16.9K -159 -4%
CSWM
2239
Cassady Schiller Wealth Management
Ohio
$369K -$84.2K -794 -18%
BLC
2240
Brown, Lisle/Cummings
Rhode Island
$369K +$119K +1,124 +46%
PIMG
2241
Patriot Investment Management Group
Tennessee
$366K +$318 +3 +0.1%
CSC
2242
Caldwell Sutter Capital
California
$366K -$10.6K -100 -3%
VC
2243
Veracity Capital
Georgia
$364K -$137K -1,295 -27%
HBW
2244
Hazlett, Burt & Watson
West Virginia
$364K -$6.26K -59 -2%
NIA
2245
NIA Impact Advisors
California
$364K +$530 +5 +0.1%
SSA
2246
Sierra Summit Advisors
Nevada
$364K – – –
KIA
2247
Knollwood Investment Advisory
Maryland
$364K +$371K +3,500 New
EWM
2248
Evermay Wealth Management
Virginia
$363K -$5.3K -50 -1%
MFG
2249
Magnus Financial Group
New York
$363K +$23.2K +219 +7%
CCG
2250
Coastwise Capital Group
California
$362K +$1.17K +11 +0.3%
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90
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