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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
2551
Callan Family Office
Pennsylvania
$232K +$211K +2,108 New
SEIA
2552
Signature Estate & Investment Advisors
California
$232K -$18.4K -184 -8%
KWM
2553
Kaydan Wealth Management
Michigan
$232K -$12.1K -121 -5%
MFC
2554
Morris Financial Concepts
South Carolina
$232K – – –
CICI
2555
Capital Investment Counsel Inc
North Carolina
$232K +$210K +2,106 New
WCM
2556
Winthrop Capital Management
Indiana
$232K +$210K +2,105 New
ANB
2557
Amarillo National Bank
Texas
$232K +$2.1K +21 +1%
PFM
2558
Phillips Financial Management
Indiana
$231K +$210K +2,103 New
AFAS
2559
Acorn Financial Advisory Services
Virginia
$231K -$134K -1,341 -39%
PIAS
2560
PCA Investment Advisory Services
Ohio
$231K +$100 +1 +0%
BWP
2561
Bernardo Wealth Planning
Pennsylvania
$231K -$30K -300 -13%
WAG
2562
Windsor Advisory Group
Ohio
$231K – – –
GAMC
2563
Garner Asset Management Corp
Texas
$230K -$18K -180 -8%
SFG
2564
Sather Financial Group
Texas
$230K – – –
UWPG
2565
Ullmann Wealth Partners Group
Florida
$230K +$208K +2,086 New
SAI
2566
Savvy Advisors Inc
New York
$230K +$208K +2,086 New
NJBEST
2567
New Jersey Better Educational Savings Trust
New Jersey
$229K – – –
MRWM
2568
ML&R Wealth Management
Texas
$229K -$2.6K -26 -1%
LWP
2569
LMG Wealth Partners
Louisiana
$229K – – –
GSAM
2570
Grant Street Asset Management
Pennsylvania
$229K +$208K +2,081 New
SIS
2571
Sound Income Strategies
Florida
$229K +$3.1K +31 +2%
WRM
2572
Weybosset Research & Management
Rhode Island
$229K +$208K +2,080 New
RIM
2573
Rockbridge Investment Management
New York
$229K -$5.3K -53 -2%
KFS
2574
Kaizen Financial Strategies
California
$228K +$207K +2,071 New
AEPWM
2575
Atlantic Edge Private Wealth Management
Florida
$226K +$205K +2,056 New
101 102
103
104 105