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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
JGIA
1251
Jackson Grant Investment Advisers
Connecticut
$581K -$41.8K -754 -7%
SKK
1252
Shepherd Kaplan Krochuk
Massachusetts
$578K – – –
TPWA
1253
TRUE Private Wealth Advisors
Oregon
$578K +$322K +5,814 +135%
MPPLM
1254
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$577K +$560K +10,105 New
CCM
1255
Cohen Capital Management
California
$573K – – –
PWAP
1256
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$573K +$12K +216 +2%
RC
1257
RBF Capital
California
$571K – – –
KP
1258
Keel Point
Alabama
$568K -$122K -2,200 -18%
CNAM
1259
Campbell Newman Asset Management
Wisconsin
$567K +$2.55K +46 +0.5%
CPO
1260
Cerity Partners OCIO
New York
$567K +$5.21K +94 +1%
WIA
1261
Westbourne Investment Advisors
Maryland
$564K -$2.77K -50 -0.5%
BC
1262
Banced Corp
Illinois
$563K -$22.9K -414 -4%
AWM
1263
Avior Wealth Management
Nebraska
$561K +$540K +9,738 +9,738%
ACS
1264
Archford Capital Strategies
Illinois
$557K -$10.3K -185 -2%
FUBT
1265
First United Bank & Trust
Maryland
$557K +$83.7K +1,510 +18%
FFA
1266
First Foundation Advisors
California
$556K -$22.2K -400 -4%
FMWA
1267
Forvis Mazars Wealth Advisors
Missouri
$556K +$178K +3,209 +49%
HIC
1268
Hartline Investment Corp
Illinois
$554K -$32.3K -583 -6%
MSTVIM
1269
Messner & Smith Theme Value Investment Management
California
$552K -$77.6K -1,400 -13%
WA
1270
Wealth Architects
California
$552K -$1.11K -20 -0.2%
WB
1271
Webster Bank
Connecticut
$544K -$17.3K -313 -3%
NCM
1272
Northside Capital Management
Oregon
$542K – – –
DTL
1273
Dynamic Technology Lab
Singapore
$542K +$526K +9,500 New
GC
1274
Garde Capital
Washington
$539K -$77.3K -1,395 -13%
KWM
1275
Kingsview Wealth Management
Oregon
$539K +$302K +5,447 +136%
49 50
51
52 53