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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
2826
Hollencrest Capital Management
California
$160K – – –
NFSG
2827
Newbridge Financial Services Group
Florida
$160K +$158K +1,401 +910%
TC
2828
Tacita Capital
Ontario, Canada
$159K – – –
NEWAS
2829
N.E.W. Advisory Services
Wisconsin
$158K -$15K -133 -8%
C
2830
Covestor
United Kingdom
$155K +$26.9K +238 +19%
VWM
2831
Vermillion Wealth Management
Minnesota
$149K +$8.81K +78 +6%
HPBT
2832
Hickory Point Bank & Trust
Illinois
$149K +$164K +1,449 New
LD
2833
Lipe & Dalton
New York
$146K +$45.2K +400 +39%
ETS
2834
ESL Trust Services
New York
$146K – – –
SAM
2835
Sherman Asset Management
California
$146K – – –
MWM
2836
Mosley Wealth Management
California
$145K +$122K +1,083 New
EWM
2837
Evolution Wealth Management
Florida
$145K +$21.8K +193 +16%
CC
2838
Corsicana & Co
Texas
$139K – – –
HA
2839
Heartland Advisors
Wisconsin
$139K – – –
PWMA
2840
Pension & Wealth Management Advisors
Massachusetts
$136K +$75.7K +670 +102%
PAG
2841
Paladin Advisory Group
Iowa
$136K – – –
PUI
2842
Purpose Unlimited Inc
$131K +$122K +1,079 +540%
DWS
2843
Dynamic Wealth Strategies
California
$131K +$62.1K +550 +76%
RP
2844
Rowlandmiller & Partners
Georgia
$130K – – –
OCM
2845
Osterweis Capital Management
California
$130K -$236K -2,087 -62%
CCM
2846
Copeland Capital Management
Pennsylvania
$128K – – –
WA
2847
Westfuller Advisors
New York
$125K -$71K -629 -34%
TPWA
2848
Twin Peaks Wealth Advisors
California
$123K +$136K +1,201 New
SA
2849
Scarborough Advisors
Maryland
$123K +$452 +4 +0.3%
S
2850
Sachetta
Massachusetts
$122K -$38.6K -342 -22%
112 113
114
115 116