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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
LWMM
1076
Legacy Wealth Management (Mississippi)
Mississippi
$2.99M +$528K +4,148 +21%
SVWAG
1077
Sound View Wealth Advisors Group
Georgia
$2.99M -$65.2K -512 -2%
MGWM
1078
Marks Group Wealth Management
Minnesota
$2.98M +$2.01M +15,741 +196%
ECM
1079
Evergreen Capital Management
Washington
$2.98M -$40.5K -318 -1%
ACP
1080
Aviance Capital Partners
Florida
$2.97M -$14.8K -116 -0.5%
WIM
1081
WealthPlan Investment Management
Nebraska
$2.97M +$2.18M +17,102 +259%
BC
1082
Burney Company
Virginia
$2.97M +$17.2K +135 +0.6%
ADBIC
1083
A.D. Beadell Investment Counsel
Wisconsin
$2.97M – – –
NERM
1084
New England Research & Management
Illinois
$2.95M +$1.69M +13,240 +128%
BFA
1085
Beaumont Financial Advisors
Massachusetts
$2.95M +$395K +3,098 +15%
UF
1086
Univest Financial
Pennsylvania
$2.95M +$38K +298 +1%
CCG
1087
Chatham Capital Group
Georgia
$2.95M -$23.8K -187 -0.8%
KB
1088
Kimelman & Baird
New York
$2.95M -$16.9K -133 -0.6%
SAM
1089
Sectoral Asset Management
Quebec, Canada
$2.94M +$803K +6,300 +37%
FB
1090
Fulton Bank
Pennsylvania
$2.93M -$31.7K -249 -1%
AG
1091
AlTi Global
New York
$2.92M +$39.1K +307 +1%
HA
1092
Huntleigh Advisors
Missouri
$2.91M +$216K +1,692 +8%
HZ
1093
Hixon Zuercher
Ohio
$2.91M -$25K -196 -0.8%
WIC
1094
Wilkins Investment Counsel
Massachusetts
$2.91M – – –
CFMC
1095
Curbstone Financial Management Corp
New Hampshire
$2.9M -$6.37K -50 -0.2%
VWM
1096
Venturi Wealth Management
Texas
$2.9M +$93.8K +736 +3%
BWM
1097
BKM Wealth Management
Wisconsin
$2.9M +$425K +3,333 +17%
PFA
1098
Pure Financial Advisors
California
$2.89M -$36.4K -286 -1%
AFG
1099
Albion Financial Group
Utah
$2.88M -$1.02M -7,975 -26%
PHIC
1100
Pine Haven Investment Counsel
Massachusetts
$2.87M +$21.7K +170 +0.7%
42 43
44
45 46