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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
RFP
2251
Root Financial Partners
California
$483K +$171K +1,295 +57%
FHWM
2252
Fox Hill Wealth Management
Massachusetts
$482K -$2.64K -20 -0.6%
VW
2253
Vance Wealth
California
$482K +$2.64K +20 +0.6%
FSA
2254
Financial Security Advisor
Virginia
$482K +$527 +4 +0.1%
HAS
2255
HBW Advisory Services
California
$479K +$34.4K +261 +8%
CP
2256
Capital Planning
Washington
$479K -$593K -4,500 -56%
CSC
2257
Caldwell Sutter Capital
California
$479K – – –
ACM
2258
Aljian Capital Management
Nevada
$479K +$53.4K +405 +13%
EPIMS
2259
Evelyn Partners Investment Management Services
$478K +$42.2K +320 +10%
JCM
2260
Jacobsen Capital Management
Utah
$478K +$58.7K +445 +14%
AWM
2261
Atticus Wealth Management
Florida
$478K +$113K +860 +32%
PSP
2262
Pacific Sage Partners
Washington
$477K +$14.5K +110 +3%
SS
2263
SBI Securities
Japan
$477K +$3.56K +27 +0.8%
KIA
2264
Knollwood Investment Advisory
Maryland
$476K – – –
SSA
2265
Sierra Summit Advisors
Nevada
$476K – – –
EWM
2266
Evermay Wealth Management
Virginia
$476K – – –
UPS
2267
UHLMANN PRICE SECURITIES
Illinois
$476K -$39.3K -298 -8%
LPAM
2268
Lodestar Private Asset Management
California
$475K – – –
LTI
2269
Laffer Tengler Investments
Tennessee
$475K +$167K +1,270 +57%
PFA
2270
Pathway Financial Advisors
Vermont
$475K -$473K -3,588 -51%
HI
2271
Human Investing
Oregon
$475K -$19.4K -147 -4%
FWA
2272
FORM Wealth Advisors
Wisconsin
$475K -$68K -516 -13%
1WM
2273
1900 Wealth Management
Texas
$474K -$106K -803 -19%
MHC
2274
May Hill Capital
Massachusetts
$474K +$39.2K +297 +9%
MFWP
2275
Mosaic Family Wealth Partners
Missouri
$474K -$141K -1,068 -23%
89 90
91
92 93