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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2326
Carson Advisory
Georgia
$263K -$13K -124 -4%
SW
2327
SkyOak Wealth
Michigan
$262K +$2.1K +20 +0.7%
AC
2328
Annandale Capital
Texas
$262K – – –
LSIA
2329
LaSalle St. Investment Advisors
Illinois
$262K +$284K +2,706 New
ECA
2330
Elevated Capital Advisors
Utah
$262K – – –
PCM
2331
Palisade Capital Management
New Jersey
$261K -$15.8K -150 -5%
GCM
2332
Gables Capital Management
Florida
$261K – – –
IF
2333
Insight Folios
North Carolina
$261K -$21.7K -207 -7%
ECM
2334
EagleClaw Capital Management
Massachusetts
$260K – – –
LSC
2335
Lesa Sroufe & Co
Washington
$260K – – –
AP
2336
Adero Partners
California
$259K +$281K +2,675 New
IA
2337
Insight Advisors
Pennsylvania
$258K -$19.6K -187 -7%
BCM
2338
Brooktree Capital Management
Michigan
$258K – – –
BCG
2339
Breakwater Capital Group
New Jersey
$256K +$29.9K +285 +12%
EIA
2340
Edgemoor Investment Advisors
Maryland
$256K +$105 +1 +0%
CS
2341
Capital Square
Tennessee
$255K -$12.4K -118 -4%
JWM
2342
Janiczek Wealth Management
Colorado
$255K +$113K +1,078 +69%
PCIG
2343
Partners Capital Investment Group
Massachusetts
$255K +$68K +647 +33%
LWM
2344
LJI Wealth Management
Indiana
$254K +$3.15K +30 +1%
GAM
2345
Grandview Asset Management
Pennsylvania
$254K +$276K +2,627 New
RCG
2346
Resource Consulting Group
Florida
$254K -$19.4K -185 -7%
PPP
2347
Private Portfolio Partners
New Jersey
$252K +$18K +171 +7%
MAWA
2348
Moss Adams Wealth Advisors
Washington
$252K +$273K +2,602 New
HCM
2349
Hengehold Capital Management
Ohio
$251K -$7.56K -72 -3%
ECM
2350
Elgethun Capital Management
South Dakota
$251K +$11.6K +110 +4%
92 93
94
95 96