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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
TCA
2226
Transcend Capital Advisors
New Jersey
$487K -$124K -942 -21%
CHA
2227
Cooper/Haims Advisors
New York
$484K – – –
RFA
2228
Register Financial Advisors
Georgia
$484K +$3.02K +23 +0.6%
VW
2229
Vance Wealth
California
$484K +$8.66K +66 +2%
FM
2230
Freemont Management
Switzerland
$482K -$3.58M -27,300 -88%
SSG
2231
Summit Securities Group
New York
$482K +$318K +2,426 +207%
SCA
2232
Sippican Capital Advisors
Massachusetts
$481K – – –
RCWM
2233
Royal Capital Wealth Management
Indiana
$480K -$12.9K -98 -3%
QPW
2234
Quantum Private Wealth
Florida
$479K -$153K -1,162 -25%
OCPWS
2235
One Charles Private Wealth Services
Massachusetts
$478K – – –
FSA
2236
Financial Security Advisor
Virginia
$477K +$2.23K +17 +0.5%
JCM
2237
Jacobsen Capital Management
Utah
$476K +$4.99K +38 +1%
CPG
2238
Cornerstone Planning Group
New Jersey
$476K +$143K +1,092 +110%
FPAS
2239
Focus Partners Advisor Solutions
Missouri
$474K -$2.44M -18,604 -86%
NIA
2240
NIA Impact Advisors
California
$474K -$22.1K -168 -5%
CB
2241
Centennial Bank
Arkansas
$473K -$7.35K -56 -2%
ISWM
2242
Independent Solutions Wealth Management
New York
$473K +$127K +965 +38%
MSR
2243
Main Street Research
Connecticut
$473K +$8.79K +67 +2%
CSC
2244
Caldwell Sutter Capital
California
$472K – – –
SPWM
2245
Spartan Planning & Wealth Management
North Carolina
$471K +$21K +160 +5%
LPAM
2246
Lodestar Private Asset Management
California
$471K +$3.28K +25 +0.7%
PHWM
2247
Pine Harbor Wealth Management
Maryland
$471K +$28.1K +214 +6%
FSC
2248
Full Sail Capital
Oklahoma
$470K -$15.8K -120 -3%
PSP
2249
Pacific Sage Partners
Washington
$469K -$394 -3 -0.1%
WCM
2250
Wallace Capital Management
Texas
$469K -$131K -1,000 -22%
88 89
90
91 92