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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
W
1326
Wealthquest
Ohio
$1.01M -$66.2K -790 -6%
PCS
1327
Personal CFO Solutions
New Jersey
$1.01M +$979K +11,690 New
CIM
1328
Corda Investment Management
Texas
$1.01M +$976K +11,658 New
BJL
1329
Brighton Jones LLC
Washington
$1.01M +$47.5K +567 +5%
HFA
1330
HC Financial Advisors
California
$1.01M -$3.1K -37 -0.3%
AIM
1331
Allen Investment Management
New York
$1.01M -$2.26K -27 -0.2%
WWM
1332
Western Wealth Management
Colorado
$1.01M -$84K -1,003 -8%
NP
1333
NorthRock Partners
Minnesota
$1M -$114K -1,361 -11%
PMFA
1334
Plante Moran Financial Advisors
Michigan
$1M -$14K -167 -1%
FNC
1335
First National Corp
Massachusetts
$998K -$24K -286 -2%
IA
1336
IFG Advisory
Georgia
$998K +$7.79K +93 +0.8%
JWCA
1337
J.W. Cole Advisors
Florida
$997K +$962K +11,481 New
KLC
1338
Knowledge Leaders Capital
Colorado
$989K -$70.5K -842 -7%
S
1339
Seeyond
France
$989K -$61.1K -730 -6%
MWM
1340
Mission Wealth Management
California
$988K +$41K +489 +4%
NL
1341
NVWM LLC
Pennsylvania
$988K +$842K +10,048 +758%
AWE
1342
Avidian Wealth Enterprises
Texas
$983K +$169K +2,020 +22%
CIM
1343
Corbyn Investment Management
Maryland
$982K – – –
ICM
1344
IMS Capital Management
Oregon
$980K -$231K -2,759 -20%
FMLI
1345
Fukoku Mutual Life Insurance
Japan
$979K +$126K +1,500 +15%
WB
1346
Webster Bank
Connecticut
$978K – – –
IP
1347
Investment Partners
Ohio
$978K +$23.3K +278 +3%
SAM
1348
S.A. Mason
Michigan
$978K +$943K +11,258 New
HDIM
1349
Hanson & Doremus Investment Management
Vermont
$976K – – –
OWIM
1350
Old West Investment Management
California
$961K -$76.2K -910 -8%
52 53
54
55 56