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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
DMBA
2501
Deseret Mutual Benefit Administrators
Utah
$173K -$11.1K -106 -6%
FCT
2502
First Community Trust
Iowa
$169K – – –
BIA
2503
Bell Investment Advisors
California
$165K +$86.1K +820 +93%
RCG
2504
Rock Creek Group
District of Columbia
$164K -$1.78K -17 -1%
KA
2505
Kozak & Associates
Colorado
$163K -$14.6K -139 -8%
RA
2506
Rational Advisors
New York
$162K -$106K -1,014 -38%
RFA
2507
Resurgent Financial Advisors
Georgia
$160K +$4.83K +46 +3%
EIM
2508
Essex Investment Management
Massachusetts
$159K – – –
CFD
2509
Creative Financial Designs
Indiana
$158K +$4.94K +47 +3%
SWM
2510
Sugarloaf Wealth Management
Georgia
$157K – – –
GC
2511
Garde Capital
Washington
$155K +$2.63K +25 +2%
PP
2512
Pacifica Partners
Canada
$154K +$15.8K +150 +10%
BCMLT
2513
Beacon Capital Management LLC (Tennessee)
Tennessee
$153K – – –
MIM
2514
Meridiem Investment Management
United Kingdom
$152K – – –
WWP
2515
WR Wealth Planners
Missouri
$150K +$33.6K +320 +26%
TC
2516
Truvestments Capital
Florida
$148K -$174K -1,659 -52%
C
2517
Covestor
United Kingdom
$148K +$9.24K +88 +6%
WAM
2518
WFA Asset Management
Wisconsin
$145K +$6.51K +62 +4%
EMFAT
2519
Emerald Mutual Fund Advisers Trust
Pennsylvania
$143K -$3.47K -33 -2%
TC
2520
Tacita Capital
Ontario, Canada
$142K – – –
LFASL
2521
Lugano Financial Advisors SA (LFA)
Switzerland
$140K -$174K -1,658 -53%
GFL
2522
Granite FO LLC
New Hampshire
$138K +$7.88K +75 +6%
CA
2523
Centerpoint Advisors
Massachusetts
$138K – – –
ALAM
2524
Asahi Life Asset Management
Japan
$137K -$5.25K -50 -3%
AFS
2525
Annapolis Financial Services
Maryland
$136K – – –
99 100
101
102 103