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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2601
Shakespeare Wealth Management
Wisconsin
$227K +$1.97K +18 +0.9%
TIM
2602
Tortoise Investment Management
New York
$226K +$38.5K +351 +21%
SWM
2603
Shelton Wealth Management
Texas
$226K +$548 +5 +0.3%
LD
2604
Lipe & Dalton
New York
$226K – – –
PWA
2605
Prairie Wealth Advisors
Nebraska
$226K – – –
IF
2606
IRON Financial
Illinois
$226K -$4.28K -39 -2%
HPM
2607
Hoxton Planning & Management
West Virginia
$224K +$216K +1,969 New
OAJ
2608
Ogorek Anthony Joseph
New York
$224K +$439 +4 +0.2%
KCIC
2609
Kuhn & Co Investment Counsel
Illinois
$224K – – –
SIS
2610
Strategic Investment Solutions
Illinois
$223K +$1.54K +14 +0.7%
VP
2611
Verum Partners
North Carolina
$223K +$215K +1,957 New
WPA
2612
West Paces Advisors
Georgia
$223K -$202K -1,844 -49%
NEWAS
2613
N.E.W. Advisory Services
Wisconsin
$222K +$219 +2 +0.1%
BIA
2614
Bigelow Investment Advisors
Maine
$222K -$2.74K -25 -1%
DDPIC
2615
Deroy & Devereaux Private Investment Counsel
Michigan
$222K -$30.2K -275 -12%
WCM
2616
Winthrop Capital Management
Indiana
$222K -$1.75K -16 -0.8%
BWM
2617
Biltmore Wealth Management
Arizona
$221K +$987 +9 +0.5%
GPFA
2618
Game Plan Financial Advisors
Ohio
$220K – – –
BBI
2619
Baxter Bros Inc
Connecticut
$220K -$11K -100 -5%
RCA
2620
Riverview Capital Advisers
Massachusetts
$219K – – –
LAS
2621
LWM Advisory Services
Florida
$219K +$211K +1,925 New
LF
2622
LifeSteps Financial
California
$219K +$211K +1,921 New
OAM
2623
Occidental Asset Management
California
$219K +$211K +1,921 New
MKW
2624
Mullaney, Keating & Wright
Connecticut
$219K +$210K +1,919 New
SWM
2625
Silverlake Wealth Management
Vermont
$219K +$210K +1,917 New
103 104
105
106 107