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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
2601
Hemington Wealth Management
Virginia
$310K +$23.5K +185 +9%
PPW
2602
Pasadena Private Wealth
California
$310K +$297K +2,334 New
6F
2603
626 Financial
Michigan
$309K -$636 -5 -0.2%
MWPCG
2604
Measured Wealth Private Client Group
New Hampshire
$309K +$1.15K +9 +0.4%
MFC
2605
Morris Financial Concepts
South Carolina
$309K – – –
PRP
2606
Peak Retirement Planning
Ohio
$309K +$296K +2,326 New
ANC
2607
Ames National Corp
Iowa
$308K – – –
KCP
2608
Kera Capital Partners
California
$308K +$35K +275 +13%
CIP
2609
Convergence Investment Partners
Florida
$307K -$78.3K -615 -21%
RWI
2610
Red Wave Investments
Pennsylvania
$307K -$4.84K -38 -2%
CWM
2611
Circle Wealth Management
New Jersey
$307K +$127 +1 +0%
TSWM
2612
Tyler-Stone Wealth Management
Ohio
$307K +$68.2K +536 +30%
CASB
2613
Cape Ann Savings Bank
Massachusetts
$307K +$2.54K +20 +0.9%
AF
2614
Alerus Financial
North Dakota
$307K – – –
AGC
2615
Aspen Grove Capital
Colorado
$306K +$9.8K +77 +3%
NCM
2616
Noesis Capital Mangement
Florida
$306K +$2.29K +18 +0.8%
SEM
2617
Strategic Equity Management
Arizona
$306K +$293K +2,306 New
CP
2618
Creekside Partners
California
$304K – – –
WFA
2619
Websterrogers Financial Advisors
South Carolina
$303K – – –
RRWA
2620
Rainey & Randall Wealth Advisors
Florida
$303K +$291K +2,287 New
GCM
2621
Gables Capital Management
Florida
$303K – – –
LMKC
2622
L.M. Kohn & Company
Ohio
$303K +$764 +6 +0.3%
MCM
2623
Monument Capital Management
Virginia
$302K +$38.9K +306 +16%
CWG
2624
Crown Wealth Group
North Carolina
$302K +$6.87K +54 +2%
CAM
2625
Clark Asset Management
New Hampshire
$301K +$289K +2,271 New
103 104
105
106 107