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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
2501
Merrion Investment Management
New Jersey
$203K – – –
WCM
2502
Wisconsin Capital Management
Wisconsin
$203K – – –
CPSC
2503
Carl P. Sherr & Co
Massachusetts
$202K – – –
SWM
2504
Shakespeare Wealth Management
Wisconsin
$202K – – –
PFM
2505
Phillips Financial Management
Indiana
$202K -$2.32K -22 -1%
AFG
2506
Atomi Financial Group
New York
$201K +$210K +1,988 New
HCM
2507
Hutchinson Capital Management
California
$201K -$9.5K -90 -4%
JSAM
2508
J. Safra Asset Management
New York
$201K +$210K +1,985 New
WGAM
2509
Wilkinson Global Asset Management
New York
$201K – – –
PAIM
2510
Punch & Associates Investment Management
Minnesota
$200K – – –
FPWM
2511
FSB Premier Wealth Management
Iowa
$200K +$10.9K +103 +5%
OAJ
2512
Ogorek Anthony Joseph
New York
$198K +$52.8K +500 +34%
CA
2513
Crewe Advisors
Utah
$192K -$4.43K -42 -2%
EWM
2514
Endurance Wealth Management
Rhode Island
$191K +$124K +1,176 +164%
DMBA
2515
Deseret Mutual Benefit Administrators
Utah
$191K +$8.66K +82 +5%
SIC
2516
SJS Investment Consulting
Ohio
$189K -$13.4K -127 -6%
MIM
2517
Meridiem Investment Management
United Kingdom
$188K – – –
RCG
2518
Rock Creek Group
District of Columbia
$187K +$38.2K +362 +24%
KA
2519
Kozak & Associates
Colorado
$184K -$3.27K -31 -2%
SSC
2520
Syverson Strege & Co
Iowa
$183K +$739 +7 +0.4%
FCT
2521
First Community Trust
Iowa
$176K – – –
MCI
2522
MRP Capital Investments
Georgia
$176K +$106K +1,001 +136%
HIM
2523
Hillsdale Investment Management
Ontario, Canada
$174K +$72.9K +690 +67%
CAL
2524
Capital Advisors Ltd
Ohio
$169K -$122K -1,152 -41%
GC
2525
Garde Capital
Washington
$168K -$13.3K -126 -7%
99 100
101
102 103