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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
RIP
2301
RAM Investment Partners
Washington
$304K -$229K -2,510 -43%
OCPWS
2302
One Charles Private Wealth Services
Massachusetts
$304K +$1.55K +17 +0.5%
PFGIA
2303
Patriot Financial Group Insurance Agency
Massachusetts
$303K -$300K -3,286 -50%
EFG
2304
Ethos Financial Group
Pennsylvania
$303K -$24.8K -272 -9%
CA
2305
CGN Advisors
Kansas
$303K +$48.4K +530 +19%
BW
2306
BIP Wealth
Georgia
$302K +$33K +361 +12%
SFS
2307
Strategic Financial Services
New York
$302K – – –
BB
2308
Burford Brothers
Texas
$301K +$4.84K +53 +2%
APA
2309
Astoria Portfolio Advisors
New York
$301K -$16.3K -179 -5%
SDWMA
2310
Schneider Downs Wealth Management Advisors
Pennsylvania
$301K +$26K +285 +9%
BCM
2311
Bourgeon Capital Management
Connecticut
$300K -$12.2K -134 -4%
SS
2312
SBI Securities
Japan
$300K -$6.12K -67 -2%
EW
2313
Expressive Wealth
Illinois
$300K -$13.7K -150 -4%
CFA
2314
Capstone Financial Advisors
Illinois
$299K +$28.8K +316 +11%
PAA
2315
Peregrine Asset Advisers
Oregon
$299K -$36.5K -400 -11%
CPP
2316
Capasso Planning Partners
South Carolina
$299K +$91 +1 +0%
SRC
2317
Shufro Rose & Co
New York
$298K +$34.9K +382 +13%
CIA
2318
Caerus Investment Advisors
Texas
$298K +$300K +3,289 New
SL
2319
Summitry LLC
California
$298K +$93.2K +1,021 +45%
QC
2320
Quent Capital
New York
$298K -$166K -1,814 -36%
EW
2321
Evexia Wealth
Wisconsin
$298K +$1.82K +20 +0.7%
WIM
2322
Westside Investment Management
California
$298K – – –
ANBOT
2323
American National Bank of Texas
Texas
$298K -$11.8K -129 -4%
KWM
2324
Keebeck Wealth Management
Illinois
$297K -$350K -3,839 -54%
CTI
2325
Community Trust & Investment
Kentucky
$297K – – –
91 92
93
94 95