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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
2676
Westside Investment Management
California
$45.8K -$2.6K -21 -0.7%
PCFFS
2677
Pacific Center for Financial Services
California
$44K – – –
AWM
2678
AllSquare Wealth Management
New York
$44K +$6.57K +53 +17%
HL
2679
Harding Loevner
New Jersey
$42K – – –
SAM
2680
Strategic Asset Management
Minnesota
$41K – – –
MIM
2681
Macroview Investment Management
Maryland
$41K +$248 +2 +0.6%
TSWM
2682
Tyler-Stone Wealth Management
Ohio
$41K +$4.46K +36 +12%
CP
2683
Corbenic Partners
Pennsylvania
$40K – – –
LIM
2684
Lagoda Investment Management
New York
$40K – – –
SA
2685
SRH Advisors
Kansas
$39K – – –
LAS
2686
Lloyd Advisory Services
Georgia
$39K +$372 +3 +0.9%
LPWM
2687
Lake Point Wealth Management
Texas
$38K – – –
MFG
2688
Monumental Financial Group
Maryland
$38K +$39.7K +320 New
PP
2689
PFS Partners
New Jersey
$36.5K – – –
MAM
2690
Marquette Asset Management
Minnesota
$36K +$992 +8 +3%
DFCM
2691
Dark Forest Capital Management
Puerto Rico
$36K +$2.35K +19 +7%
HWM
2692
Holloway Wealth Management
Florida
$33K – – –
DB
2693
Dravo Bay
Delaware
$32.4K +$34K +274 New
RG
2694
Retirement Group
California
$32K +$2.98K +24 +10%
FEG
2695
Financial Enhancement Group
Indiana
$31K – – –
GM
2696
GeoWealth Management
Illinois
$31K +$1.86K +15 +6%
MUMSS
2697
Mitsubishi UFJ Morgan Stanley Securities
Japan
$30K -$58.3K -470 -65%
OA
2698
Operose Advisors
Wisconsin
$30K – – –
OLVIG
2699
Oliver Lagore Vanvalin Investment Group
Michigan
$30K +$31K +250 New
BCM
2700
Bourgeon Capital Management
Connecticut
$30K +$31.9K +257 New
106 107
108
109 110