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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1001
Coastline Trust
Rhode Island
$3.25M -$181K -1,525 -5%
WOC
1002
West Oak Capital
California
$3.25M -$23.1K -195 -0.7%
LWMM
1003
Legacy Wealth Management (Mississippi)
Mississippi
$3.22M +$38.5K +325 +1%
AF
1004
Advisornet Financial
Minnesota
$3.22M -$4.74K -40 -0.1%
EI
1005
Ethic Inc
New York
$3.19M +$827K +6,979 +35%
PGIM
1006
Pacific Global Investment Management
California
$3.19M -$34.1K -288 -1%
BAM
1007
Bellevue Asset Management
Washington
$3.19M – – –
CTFG
1008
Capstone Triton Financial Group
Oklahoma
$3.18M -$32.6K -275 -1%
SNT
1009
Security National Trust
West Virginia
$3.17M -$88.9K -750 -3%
CCC
1010
Chelsea Counsel Company
California
$3.17M -$23.7K -200 -0.8%
OCM
1011
Orleans Capital Management
Louisiana
$3.16M -$30.8K -260 -1%
UBG
1012
United Bank (Georgia)
Georgia
$3.16M -$111K -933 -3%
BCM
1013
Birmingham Capital Management
Alabama
$3.16M -$13K -110 -0.4%
VAS
1014
Vestmark Advisory Solutions
Massachusetts
$3.15M +$358K +3,022 +13%
OSIA
1015
O'Shares Investment Advisers
Massachusetts
$3.15M -$9.71K -82 -0.3%
LFAS
1016
Level Four Advisory Services
Texas
$3.14M -$400K -3,379 -11%
AOWM
1017
Alpha Omega Wealth Management
Virginia
$3.13M -$82.6K -697 -3%
BC
1018
Brookfield Corp
Ontario, Canada
$3.13M +$1.86M +15,729 +151%
NB
1019
Nicolet Bankshares
Wisconsin
$3.12M +$155K +1,308 +5%
MGIA
1020
Moneta Group Investment Advisors
Missouri
$3.12M +$846K +7,142 +38%
BCFS
1021
Butensky & Cohen Financial Security
Florida
$3.1M -$64.7K -546 -2%
SWA
1022
Stratos Wealth Advisors
Ohio
$3.1M +$278K +2,344 +10%
NEAM
1023
New England Asset Management
Connecticut
$3.09M – – –
NERM
1024
New England Research & Management
Illinois
$3.09M -$11.8K -100 -0.4%
PCA
1025
Private Capital Advisors
Connecticut
$3.07M – – –
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