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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
OCPWS
2301
One Charles Private Wealth Services
Massachusetts
$436K -$11.7K -92 -3%
OFO
2302
OneAscent Family Office
Alabama
$435K +$112K +879 +34%
FWSM
2303
First Wilshire Securities Management
California
$435K -$66.9K -525 -13%
AIM
2304
Alhambra Investment Management
Florida
$434K – – –
AFPL
2305
Advus Financial Partners, LLC
Florida
$434K -$117K -921 -21%
CM
2306
Capula Management
Cayman Islands
$434K +$50.4K +396 +13%
APA
2307
Astoria Portfolio Advisors
New York
$434K -$15.7K -123 -3%
PIN
2308
Prudent Investors Network
California
$433K – – –
SCM
2309
Sage Capital Management
New Jersey
$433K +$510 +4 +0.1%
AWM
2310
Arista Wealth Management
Nevada
$433K +$440K +3,457 New
TAM
2311
Titleist Asset Management
Texas
$432K +$51.1K +401 +13%
BCM
2312
Bourgeon Capital Management
Connecticut
$432K +$440K +3,450 New
CAAM
2313
Cornerstone Advisors Asset Management
Pennsylvania
$432K +$52.5K +412 +14%
EPIMS
2314
Evelyn Partners Investment Management Services
$432K -$81.2K -637 -16%
1IA
2315
1620 Investment Advisors
Massachusetts
$432K +$1.53K +12 +0.3%
MBC
2316
Michael Brady & Co
Ohio
$431K +$438K +3,438 New
RBWA
2317
RFG - Bristol Wealth Advisors
Massachusetts
$431K +$382 +3 +0.1%
SCA
2318
Sippican Capital Advisors
Massachusetts
$429K -$21K -165 -5%
APW
2319
Acima Private Wealth
Virginia
$428K – – –
EW
2320
Expressive Wealth
Illinois
$428K +$435K +3,418 New
APM
2321
Advanced Portfolio Management
New York
$427K +$434K +3,410 New
CWP
2322
Core Wealth Partners
California
$427K +$892 +7 +0.2%
ANBOT
2323
American National Bank of Texas
Texas
$427K +$10.1K +79 +2%
ML
2324
McAdam LLC
Pennsylvania
$426K +$53.1K +417 +14%
EWM
2325
Evermay Wealth Management
Virginia
$426K -$10.7K -84 -2%
91 92
93
94 95