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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
2726
Copeland Capital Management
Pennsylvania
$142K +$137K +1,248 New
CA
2727
Centerpoint Advisors
Massachusetts
$142K +$8.55K +78 +7%
NFA
2728
Northwest Financial Advisors
Virginia
$140K +$135K +1,231 New
M
2729
MOTCO
Texas
$139K -$10.7K -98 -7%
AWM
2730
Abound Wealth Management
Tennessee
$139K +$3.07K +28 +2%
GWSG
2731
GPS Wealth Strategies Group
Colorado
$139K +$329 +3 +0.2%
GC
2732
Garde Capital
Washington
$133K -$42.7K -389 -25%
CIA
2733
Cape Investment Advisory
Georgia
$132K – – –
VWM
2734
Valley Wealth Managers
New Jersey
$129K -$269K -2,450 -68%
CWM
2735
CarsonAllaria Wealth Management
Illinois
$129K +$219 +2 +0.2%
PCWA
2736
Pacific Capital Wealth Advisors
California
$128K – – –
ME
2737
McIlrath & Eck
Washington
$128K +$2.85K +26 +2%
SVCP
2738
Silicon Valley Capital Partners
California
$126K +$9.76K +89 +9%
CAM
2739
Creekmur Asset Management
Illinois
$126K – – –
BFS
2740
Burkett Financial Services
South Carolina
$126K +$3.4K +31 +3%
TCG
2741
Transcendent Capital Group
Oklahoma
$125K – – –
HC
2742
Hara Capital
Washington
$123K +$118K +1,080 New
FCG
2743
Financial Connections Group
California
$121K -$13.2K -120 -10%
SN
2744
Sittner & Nelson
Oregon
$120K – – –
ATC
2745
Advantage Trust Company
Kansas
$120K -$27.6K -252 -19%
PPWM
2746
PFG Private Wealth Management
Florida
$117K – – –
CSC
2747
Cove Street Capital
California
$114K – – –
PCM
2748
Perritt Capital Management
Illinois
$114K – – –
HIIFS
2749
Harel Insurance Investments & Financial Services
Israel
$113K +$32.9K +300 +43%
FWM
2750
FSA Wealth Management
Massachusetts
$112K +$108K +986 New
108 109
110
111 112