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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
2651
Paladin Advisory Group
Iowa
$215K – – –
ICP
2652
Interchange Capital Partners
Pennsylvania
$215K +$217K +1,895 New
BWM
2653
Biltmore Wealth Management
Arizona
$214K – – –
KWA
2654
Kellett Wealth Advisors
Ohio
$213K – – –
LAS
2655
LWM Advisory Services
Florida
$213K – – –
BC
2656
Barrett & Company
Rhode Island
$213K – – –
FFG
2657
Frisch Financial Group
New York
$213K -$76.2K -665 -26%
KIA
2658
Kraematon Investment Advisors
Massachusetts
$212K +$115 +1 +0.1%
HG
2659
Harbor Group
New Hampshire
$212K -$10.3K -90 -5%
FCFC
2660
First Citizens Financial Corp
Iowa
$212K +$1.95K +17 +0.9%
FDDB
2661
Fidelity D&D Bancorp
Pennsylvania
$211K -$5.5K -48 -3%
EWA
2662
Emergent Wealth Advisors
New York
$211K +$213K +1,855 New
MIM
2663
Moseley Investment Management
Florida
$210K -$10.9K -95 -5%
BBNB
2664
Baker Boyer National Bank
Washington
$210K -$12.3K -107 -5%
TCBWMS
2665
Texas Capital Bank Wealth Management Services
Texas
$210K -$180K -1,566 -46%
CIG
2666
Cairn Investment Group
Washington
$210K – – –
WFA
2667
WestHill Financial Advisors
California
$210K -$10.3K -90 -5%
CCA
2668
Cottonwood Capital Advisors
Utah
$210K -$3.1K -27 -1%
FA
2669
FF Advisors
California
$209K -$53.2K -464 -20%
GFPC
2670
Global Financial Private Client
Florida
$208K +$2.64K +23 +1%
NCM
2671
Noesis Capital Mangement
Florida
$208K – – –
CJFS
2672
Coulter & Justus Financial Services
Tennessee
$208K +$210K +1,832 New
RIM
2673
Rockbridge Investment Management
New York
$208K -$28.7K -250 -12%
LT
2674
Legacy Trust
Michigan
$207K -$4.82K -42 -2%
VP
2675
Verum Partners
North Carolina
$207K +$209K +1,821 New
105 106
107
108 109