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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
PO
2376
Private Ocean
California
$326K – – –
LD
2377
Lipe & Dalton
New York
$326K +$4.35K +34 +1%
CWP
2378
Concord Wealth Partners
Virginia
$325K +$229K +1,787 +343%
LCM
2379
Lewis Capital Management
California
$324K +$294K +2,300 New
NAM
2380
Nexpoint Asset Management
Texas
$324K +$294K +2,300 New
SNBOSD
2381
Security National Bank of So Dak
Iowa
$323K – – –
MS
2382
Maven Securities
Jersey
$321K +$292K +2,283 New
1WA
2383
180 Wealth Advisors
Washington
$320K -$8.19K -64 -2%
RAM
2384
Riggs Asset Management
Pennsylvania
$320K – – –
RW
2385
REDW Wealth
New Mexico
$320K +$17.9K +140 +7%
HI
2386
Humankind Investments
New York
$319K +$29.3K +229 +11%
PWA
2387
Phoenix Wealth Advisors
North Carolina
$317K – – –
CS
2388
Capital Square
Tennessee
$316K +$5.76K +45 +2%
FA
2389
Fermata Advisors
California
$312K -$3.2K -25 -1%
NCMW
2390
Northern Capital Management (Washington)
Washington
$312K – – –
BFS
2391
Bickling Financial Services
Massachusetts
$312K +$284K +2,216 New
GC
2392
Garde Capital
Washington
$311K +$18.9K +148 +7%
IP
2393
Ignite Planners
California
$311K +$315K +2,459 New
JDR
2394
Jay D. Rosenbaum
$310K +$282K +2,200 New
ORC
2395
O'Rourke & Company
Massachusetts
$310K +$282K +2,201 New
RCG
2396
Resource Consulting Group
Florida
$309K +$281K +2,194 New
OFS
2397
Oldfather Financial Services
Nebraska
$307K +$10.9K +85 +4%
PWP
2398
Personal Wealth Partners
Minnesota
$306K – – –
CCB
2399
Cutter & Co Brokerage
Missouri
$306K +$128 +1 +0%
ACM
2400
Arlington Capital Management
Illinois
$306K +$279K +2,177 New
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