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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
ORC
2651
O'Rourke & Company
Massachusetts
$295K – – –
PA
2652
Parkside Advisors
California
$295K – – –
AI
2653
Axecap Investments
Ohio
$295K -$31K -235 -10%
HCM
2654
Hilton Capital Management
New York
$294K – – –
JCFM
2655
JBR Co Financial Management
Oklahoma
$294K – – –
FWA
2656
Flagship Wealth Advisors
Massachusetts
$294K +$13.2K +100 +5%
BFS
2657
BridgePort Financial Solutions
Iowa
$294K – – –
TWM
2658
Tolleson Wealth Management
Texas
$294K – – –
HFS
2659
Howard Financial Services
Texas
$294K +$27K +205 +10%
MSA
2660
Marino Stram & Associates
Massachusetts
$293K -$4.48K -34 -2%
AWM
2661
Austin Wealth Management
Texas
$293K +$6.59K +50 +2%
RCP
2662
Rothschild Capital Partners
New York
$292K +$284K +2,150 New
MAM
2663
McLean Asset Management
Virginia
$292K +$16.1K +122 +6%
GSWM
2664
Golden State Wealth Management
California
$292K -$659 -5 -0.2%
NCM
2665
Noesis Capital Mangement
Florida
$291K -$22.2K -168 -7%
FWM
2666
FFT Wealth Management
Pennsylvania
$291K – – –
SFWA
2667
Summit Financial Wealth Advisors
Louisiana
$291K +$282K +2,136 New
FWP
2668
Falcon Wealth Planning
California
$290K -$8.84K -67 -3%
ACM
2669
Argent Capital Management
Missouri
$290K – – –
SGI
2670
Swan Global Investments
Colorado
$288K +$39K +296 +16%
FPTW
2671
Franklin, Parlapiano, Turner & Welch
Texas
$288K – – –
RP
2672
Rowlandmiller & Partners
Georgia
$288K – – –
LMKC
2673
L.M. Kohn & Company
Ohio
$288K -$22.5K -171 -7%
GCM
2674
Generation Capital Management
New York
$287K +$7.78K +59 +3%
GPWM
2675
Grant Private Wealth Management
California
$286K -$126K -953 -31%
105 106
107
108 109