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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
NQWM
2526
Northwest Quadrant Wealth Management
Oregon
$242K -$10.3K -97 -4%
BWP
2527
Barlow Wealth Partners
Kentucky
$241K – – –
GAM
2528
Grandview Asset Management
Pennsylvania
$241K -$5.2K -49 -2%
KIC
2529
Keating Investment Counselors
Florida
$240K -$318K -3,000 -57%
VAF
2530
Values Added Financial
District of Columbia
$240K +$30.7K +290 +14%
PIA
2531
Perennial Investment Advisors
California
$239K +$4.24K +40 +2%
ORC
2532
O'Rourke & Company
Massachusetts
$239K – – –
CP
2533
Creekside Partners
California
$238K +$243K +2,294 New
UWPG
2534
Ullmann Wealth Partners Group
Florida
$238K -$8.06K -76 -3%
CASB
2535
Cape Ann Savings Bank
Massachusetts
$238K -$6.36K -60 -3%
GCM
2536
Gables Capital Management
Florida
$237K -$39K -368 -14%
FMN
2537
Financial Management Network
California
$237K +$848 +8 +0.4%
CAM
2538
Concorde Asset Management
Michigan
$237K +$12.7K +120 +6%
CWM
2539
Cabot Wealth Management
Massachusetts
$236K -$6.47K -61 -3%
CPC
2540
Consolidated Planning Corp
Georgia
$235K +$38.4K +362 +19%
C
2541
Covestor
United Kingdom
$235K +$111K +1,043 +85%
PWM
2542
Paulson Wealth Management
Illinois
$234K -$2.01K -19 -0.8%
SPI
2543
Sutton Place Investors
New York
$233K -$562K -5,305 -70%
GAMC
2544
Garner Asset Management Corp
Texas
$233K – – –
MIA
2545
MeadowBrook Investment Advisors
Michigan
$233K – – –
CIP
2546
Capital Insight Partners
Arizona
$233K -$1.17K -11 -0.5%
WCM
2547
Windsor Capital Management
Arizona
$232K +$318 +3 +0.1%
IDBONY
2548
Israel Discount Bank of New York
New York
$232K -$159K -1,504 -40%
LFASL
2549
Lugano Financial Advisors SA (LFA)
Switzerland
$231K +$31.7K +299 +16%
LAM
2550
Lakewood Asset Management
Illinois
$231K -$11.3K -107 -5%
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102
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