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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
LWP
2326
Lumature Wealth Partners
Georgia
$237K +$12.6K +118 +5%
GWS
2327
Glassman Wealth Services
Virginia
$237K +$22.5K +211 +9%
IAS
2328
IMA Advisory Services
Colorado
$236K +$320 +3 +0.1%
BIA
2329
Barry Investment Advisors
Massachusetts
$236K +$4.26K +40 +2%
CCA
2330
Cottonwood Capital Advisors
Utah
$236K +$4.37K +41 +2%
BWA
2331
Bordeaux Wealth Advisors
California
$236K +$32.6K +306 +14%
HI
2332
Hoey Investments
Pennsylvania
$235K -$21.3K -200 -8%
IC
2333
Inscription Capital
Texas
$234K -$549K -5,150 -68%
1WA
2334
180 Wealth Advisors
Washington
$234K -$2.35K -22 -0.9%
OTPPB
2335
Ontario Teachers' Pension Plan Board
Ontario, Canada
$234K – – –
OWM
2336
Opes Wealth Management
California
$234K – – –
BWM
2337
BigSur Wealth Management
Florida
$234K +$60.8K +570 +31%
LOAMU
2338
Lombard Odier Asset Management (USA)
New York
$234K +$258K +2,416 New
SIM
2339
Stratos Investment Management
Ohio
$233K +$17.6K +165 +7%
HHAM
2340
HITE Hedge Asset Management
Massachusetts
$232K – – –
SGI
2341
Summit Global Investments
Utah
$232K +$746 +7 +0.3%
TWM
2342
TriaGen Wealth Management
California
$231K – – –
QFA
2343
Quantum Financial Advisors
California
$231K +$213 +2 +0.1%
PIM
2344
Progressive Investment Management
Oregon
$230K – – –
WFA
2345
Wellspring Financial Advisors
Ohio
$230K +$853 +8 +0.3%
DI
2346
DFPG Investments
Utah
$230K +$25.9K +243 +11%
GA
2347
GoalVest Advisory
New York
$229K -$1.25M -11,703 -83%
GKWIM
2348
Gerber Kawasaki Wealth & Investment Management
California
$229K -$3.09K -29 -1%
MAM
2349
McLean Asset Management
Virginia
$229K -$213 -2 -0.1%
WAG
2350
Winthrop Advisory Group
Massachusetts
$229K +$1.39K +13 +0.6%
92 93
94
95 96