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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
2526
Addison Capital
Pennsylvania
$219K – – –
YMRC
2527
Yorktown Management & Research Company
Virginia
$219K – – –
BWM
2528
BigSur Wealth Management
Florida
$218K – – –
FCFC
2529
First Citizens Financial Corp
Iowa
$218K – – –
WIC
2530
Whitegate Investment Counselors
New Hampshire
$218K +$12.4K +100 +6%
ASC
2531
Atalanta Sosnoff Capital
New York
$217K -$49.5M -398,976 -100%
PSP
2532
Principal Street Partners
Tennessee
$217K -$64.2K -518 -22%
KA
2533
Kozak & Associates
Colorado
$215K – – –
FPIS
2534
Financial Planning & Information Services
Wisconsin
$214K -$24.8K -200 -10%
JSA
2535
Jacobson & Schmitt Advisors
Wisconsin
$213K – – –
PWG
2536
Private Wealth Group
Florida
$213K +$12.3K +99 +6%
JIC
2537
Joel Isaacson & Co
New York
$211K – – –
SSC
2538
Syverson Strege & Co
Iowa
$211K +$744 +6 +0.3%
WCFA
2539
Walkner Condon Financial Advisors
Wisconsin
$211K +$221K +1,782 New
LSA
2540
Lion Street Advisors
Texas
$210K -$70.9K -572 -24%
ABLA
2541
Alan B. Lancz & Associates
Ohio
$210K – – –
TCWA
2542
Ten Capital Wealth Advisors
Washington
$210K +$2.11K +17 +1%
KTA
2543
Keeley-Teton Advisors
Illinois
$209K +$124 +1 +0.1%
AW
2544
Apricus Wealth
South Carolina
$209K +$4.09K +33 +2%
SWM
2545
Sugarloaf Wealth Management
Georgia
$208K – – –
XWM
2546
Xcel Wealth Management
Florida
$208K – – –
AFG
2547
Albion Financial Group
Utah
$208K +$6.94K +56 +3%
RPA
2548
Rock Point Advisors
Vermont
$208K +$8.43K +68 +4%
HI
2549
Hudock Inc
Pennsylvania
$208K +$19K +153 +10%
GFPC
2550
Global Financial Private Client
Florida
$207K +$124 +1 +0.1%
100 101
102
103 104