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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
2701
Heartland Advisors
Wisconsin
$122K – – –
CCAM
2702
Cascades Capital Asset Management
North Carolina
$122K -$44.3K -485 -27%
PAG
2703
Paladin Advisory Group
Iowa
$120K – – –
S
2704
Sachetta
Massachusetts
$119K +$10.4K +114 +10%
APFP
2705
Action Point Financial Planning
Michigan
$117K +$118K +1,297 New
PUI
2706
Purpose Unlimited Inc
$116K – – –
DWS
2707
Dynamic Wealth Strategies
California
$116K – – –
RP
2708
Rowlandmiller & Partners
Georgia
$115K – – –
OCM
2709
Osterweis Capital Management
California
$115K – – –
SEP
2710
Signature Equity Partners
Ohio
$115K -$56.7K -621 -33%
NL
2711
NVWM LLC
Pennsylvania
$114K -$1.26M -13,822 -92%
RF
2712
Roxbury Financial
New Jersey
$114K -$58.5K -641 -34%
SAM
2713
Sherman Asset Management
California
$111K -$18.1K -198 -14%
UOTTAIMCU
2714
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$108K +$108K +1,186 New
FFG
2715
Forum Finance Group
$107K +$133K +1,460 New
RWM
2716
Rialto Wealth Management
New York
$107K +$10.6K +116 +11%
CA
2717
Centerpoint Advisors
Massachusetts
$106K – – –
LWM
2718
Lodestone Wealth Management
Washington
$105K -$2.46K -27 -2%
PWA
2719
Physician Wealth Advisors
Utah
$102K +$13.4K +147 +15%
CAM
2720
Costello Asset Management
Pennsylvania
$101K +$91 +1 +0.1%
PIS
2721
POM Investment Strategies
North Carolina
$99.9K +$99.1K +1,086 +7,240%
WAG
2722
Wiser Advisor Group
Arizona
$99.3K -$6.57K -72 -6%
KA
2723
Kozak & Associates
Colorado
$98.3K +$1.37K +15 +1%
VWM
2724
Vermillion Wealth Management
Minnesota
$98.2K -$34.1K -374 -26%
HC
2725
Hara Capital
Washington
$98K – – –
107 108
109
110 111