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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
2301
Ruggaard & Associates
Ohio
$279K +$291K +2,755 New
WRM
2302
Weybosset Research & Management
Rhode Island
$278K +$5.28K +50 +2%
EW
2303
Enzi Wealth
Texas
$277K – – –
DDPIC
2304
Deroy & Devereaux Private Investment Counsel
Michigan
$277K – – –
GSIS
2305
Global Strategic Investment Solutions
Arizona
$277K +$5.17K +49 +2%
IA
2306
Insight Advisors
Pennsylvania
$277K -$213K -2,014 -42%
NL
2307
Navalign LLC
California
$276K – – –
WFA
2308
Wellspring Financial Advisors
Ohio
$276K +$35.8K +339 +14%
WFAG
2309
Worth Financial Advisory Group
North Carolina
$275K +$79K +748 +38%
LAM
2310
Lakewood Asset Management
Illinois
$275K +$211 +2 +0.1%
CSWG
2311
Cardinal Strategic Wealth Guidance
Kentucky
$275K -$26.8K -254 -9%
AC
2312
Annandale Capital
Texas
$274K – – –
ECA
2313
Elevated Capital Advisors
Utah
$274K -$4.43K -42 -2%
SEP
2314
Southland Equity Partners
Missouri
$274K -$2.11K -20 -0.7%
SW
2315
SkyOak Wealth
Michigan
$272K +$21.1K +200 +8%
LSC
2316
Lesa Sroufe & Co
Washington
$272K – – –
ECM
2317
EagleClaw Capital Management
Massachusetts
$272K -$214K -2,025 -43%
FSA
2318
Franklin Street Advisors
North Carolina
$271K – – –
JSL
2319
JT Stratford LLC
Georgia
$270K +$58.7K +556 +26%
HCM
2320
Hengehold Capital Management
Ohio
$270K -$3.27K -31 -1%
BCM
2321
Brooktree Capital Management
Michigan
$269K -$273K -2,585 -49%
BCM
2322
Basso Capital Management
Connecticut
$268K – – –
CCFM
2323
Clear Creek Financial Management
Washington
$268K +$950 +9 +0.3%
MWP
2324
Meredith Wealth Planning
Illinois
$267K -$2.64K -25 -0.9%
EIA
2325
Edgemoor Investment Advisors
Maryland
$267K +$106 +1 +0%
91 92
93
94 95