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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
GITFIT
2576
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$165K +$41.4K +400 +36%
TVWM
2577
Tower View Wealth Management
Wisconsin
$164K +$621 +6 +0.4%
RCG
2578
Rock Creek Group
District of Columbia
$163K -$5.38K -52 -3%
OWA
2579
One Wealth Advisors
California
$163K +$154K +1,483 New
TC
2580
Tacita Capital
Ontario, Canada
$161K – – –
OAJ
2581
Ogorek Anthony Joseph
New York
$160K – – –
SIS
2582
Sound Income Strategies
Florida
$160K +$14.2K +137 +10%
PP
2583
Pacifica Partners
Canada
$158K – – –
BCMLT
2584
Beacon Capital Management LLC (Tennessee)
Tennessee
$157K -$16.4K -158 -10%
WAM
2585
WFA Asset Management
Wisconsin
$156K +$621 +6 +0.4%
CFD
2586
Creative Financial Designs
Indiana
$155K -$33.5K -324 -19%
CA
2587
Centerpoint Advisors
Massachusetts
$153K – – –
AFS
2588
Annapolis Financial Services
Maryland
$152K -$8.9K -86 -6%
DWP
2589
Destiny Wealth Partners
Florida
$152K +$8.39K +81 +6%
FWA
2590
Freedom Wealth Alliance
Wisconsin
$152K +$143K +1,382 New
TIM
2591
Tortoise Investment Management
New York
$147K +$1.45K +14 +1%
LWP
2592
Laurel Wealth Planning
Minnesota
$146K – – –
PO
2593
Private Ocean
California
$144K – – –
PA
2594
PSI Advisors
Florida
$144K +$104 +1 +0.1%
ABLA
2595
Alan B. Lancz & Associates
Ohio
$141K +$128K +1,240 New
CCM
2596
Copeland Capital Management
Pennsylvania
$137K – – –
CWP
2597
Concord Wealth Partners
Virginia
$137K +$129K +1,247 New
NMG
2598
New Millennium Group
Utah
$136K +$1.97K +19 +2%
ME
2599
McIlrath & Eck
Washington
$133K -$19.5K -188 -13%
MWM
2600
MinichMacGregor Wealth Management
New York
$132K +$125K +1,206 New
102 103
104
105 106