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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
EW
2451
Elyxium Wealth
California
$368K +$656 +5 +0.2%
GSF
2452
Grove Street Fiduciary
New Hampshire
$368K – – –
GSCM
2453
Greenfield Seitz Capital Management
Texas
$367K – – –
WFA
2454
WJ Financial Advisors
Connecticut
$367K +$359K +2,738 New
TI
2455
TrueMark Investments
Illinois
$366K -$1.2M -9,169 -77%
HWM
2456
Hemington Wealth Management
Virginia
$366K +$20K +152 +6%
OPTFSNA
2457
Old Point Trust & Financial Services N A
Virginia
$365K – – –
SWM
2458
Sterling Wealth Management
Illinois
$365K -$10.8K -82 -3%
TCB
2459
Texas Capital Bancshares
Texas
$365K -$302K -2,301 -46%
CVA
2460
Central Valley Advisors
California
$365K +$1.31K +10 +0.4%
AIFAIM
2461
American Institute for Advanced Investment Management
Arizona
$364K – – –
EGWAG
2462
Elwood & Goetz Wealth Advisory Group
Georgia
$364K +$34.9K +266 +11%
PCH
2463
PGIM Custom Harvest
New Jersey
$363K +$31.5K +240 +10%
FMN
2464
Financial Management Network
California
$363K +$79.4K +605 +29%
CA
2465
Carson Advisory
Georgia
$363K -$2.49K -19 -0.7%
BHC
2466
Bowen Hanes & Co
Florida
$362K – – –
EW
2467
Enzi Wealth
Texas
$362K +$5.64K +43 +2%
LFASL
2468
Lugano Financial Advisors SA (LFA)
Switzerland
$361K – – –
BI
2469
Ballast Inc
Kentucky
$361K – – –
LSC
2470
Lesa Sroufe & Co
Washington
$360K – – –
EW
2471
Evexia Wealth
Wisconsin
$359K +$1.57K +12 +0.4%
PMG
2472
ProVise Management Group
Florida
$359K -$80.5K -613 -19%
SHA
2473
Seneca House Advisors
Virginia
$358K +$4.59K +35 +1%
SCM
2474
Seascape Capital Management
New Hampshire
$357K +$19K +145 +6%
SCA
2475
Sulzberger Capital Advisors
Florida
$357K – – –
97 98
99
100 101