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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
S
3001
Sachetta
Massachusetts
$192K -$522K -4,097 -73%
OC
3002
Optima Capital
Oregon
$181K +$184K +1,448 New
WAG
3003
Wiser Advisor Group
Arizona
$179K +$764 +6 +0.4%
ETS
3004
ESL Trust Services
New York
$178K – – –
SAM
3005
Sherman Asset Management
California
$178K – – –
VWM
3006
Vermillion Wealth Management
Minnesota
$173K +$637 +5 +0.4%
HIM
3007
Hillsdale Investment Management
Ontario, Canada
$172K -$1.25M -9,831 -88%
KBFS
3008
Kohmann Bosshard Financial Services
Ohio
$170K -$42K -330 -20%
HA
3009
Heartland Advisors
Wisconsin
$169K – – –
PAG
3010
Paladin Advisory Group
Iowa
$165K – – –
EWA
3011
EQ Wealth Advisors
Texas
$163K +$166K +1,300 New
ORAM
3012
One River Asset Management
Connecticut
$159K +$148K +1,160 +1,036%
C
3013
Covestor
United Kingdom
$159K -$45.7K -359 -22%
RP
3014
Rowlandmiller & Partners
Georgia
$159K -$108K -850 -40%
CCM
3015
Copeland Capital Management
Pennsylvania
$156K – – –
EWM
3016
Evolution Wealth Management
Florida
$153K +$70.1K +550 +82%
SA
3017
Scarborough Advisors
Maryland
$150K – – –
NAAA
3018
New Age Alpha Advisors
New York
$149K +$151K +1,186 New
GTAM
3019
Global Trust Asset Management
Florida
$148K -$8.54K -67 -5%
BFS
3020
Burkett Financial Services
South Carolina
$147K +$5.73K +45 +4%
CA
3021
Centerpoint Advisors
Massachusetts
$146K -$4.33K -34 -3%
GCM
3022
Gables Capital Management
Florida
$145K – – –
LWM
3023
Lodestone Wealth Management
Washington
$144K +$146K +1,149 New
CAIM
3024
Catherine Avery Investment Management
Florida
$140K – – –
CAM
3025
Costello Asset Management
Pennsylvania
$139K +$127 +1 +0.1%
119 120
121
122 123