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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
1101
Ceeto Capital Group
Florida
$3.03M – – –
HBWM
1102
Hollow Brook Wealth Management
New York
$3.01M +$256K +1,997 +10%
KC
1103
Kenfarb & Co
Kentucky
$3M +$2.73M +21,340 New
PFSC
1104
Peoples Financial Services Corp
Pennsylvania
$3M -$29.4K -230 -1%
ZCI
1105
Zevenbergen Capital Investments
Washington
$2.98M +$349K +2,730 +15%
RSC
1106
Red Spruce Capital
Pennsylvania
$2.97M +$22K +172 +0.8%
WPW
1107
Waldron Private Wealth
Pennsylvania
$2.97M +$77.7K +607 +3%
MIP
1108
Marietta Investment Partners
Wisconsin
$2.97M -$12.8K -100 -0.5%
WPC
1109
White Pine Capital
Minnesota
$2.96M +$49.9K +390 +2%
MLFP
1110
MPS Loria Financial Planners
Illinois
$2.96M -$28.3K -221 -1%
AP
1111
Appleton Partners
Massachusetts
$2.96M +$61.2K +478 +2%
BA
1112
Bellwether Advisors
Nebraska
$2.96M -$1.15M -9,000 -30%
QI
1113
Qtron Investments
Massachusetts
$2.96M +$492K +3,847 +22%
SFS
1114
Sowell Financial Services
Arkansas
$2.95M -$299K -2,334 -10%
JSL
1115
JT Stratford LLC
Georgia
$2.95M +$30.7K +240 +1%
PCIA
1116
Prime Capital Investment Advisors
Kansas
$2.95M +$734K +5,737 +38%
IWM
1117
IHT Wealth Management
Illinois
$2.94M +$116K +908 +5%
WI
1118
Wahed Invest
New York
$2.93M +$2.66M +20,816 New
NPP
1119
New Potomac Partners
Maryland
$2.93M -$25K -195 -0.9%
MAM
1120
Mystic Asset Management
Rhode Island
$2.93M +$2.66M +20,792 New
PRS
1121
Pinkerton Retirement Specialists
Idaho
$2.92M +$54.4K +425 +2%
PCS
1122
Personal CFO Solutions
New Jersey
$2.91M +$9.09K +71 +0.3%
VFA
1123
Valeo Financial Advisors
Indiana
$2.9M -$170K -1,329 -6%
TWA
1124
TCI Wealth Advisors
Arizona
$2.9M -$229K -1,790 -8%
CP
1125
Coho Partners
Pennsylvania
$2.89M +$10.9K +85 +0.4%
43 44
45
46 47