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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
1426
Capital Investment Advisory Services
North Carolina
$940K +$36.7K +406 +4%
HZ
1427
Hixon Zuercher
Ohio
$936K +$663K +7,336 +253%
TIM
1428
Thompson Investment Management
Wisconsin
$934K – – –
MFG
1429
Magnus Financial Group
New York
$934K +$9.67K +107 +1%
LFS
1430
Legacy Financial Strategies
Kansas
$933K +$922K +10,200 New
CA
1431
Cambridge Advisors
Nebraska
$932K – – –
RMA
1432
Roffman Miller Associates
Pennsylvania
$932K +$921K +10,192 New
HIS
1433
Harvest Investment Services
Illinois
$930K +$920K +10,178 New
FANJ
1434
Financial Architects (New Jersey)
New Jersey
$927K +$93.1K +1,030 +11%
QI
1435
Qtron Investments
Massachusetts
$925K +$275K +3,045 +43%
OAM
1436
Optimal Asset Management
California
$923K -$895K -9,905 -50%
WIA
1437
Westbourne Investment Advisors
Maryland
$923K -$69.1K -765 -7%
FFA
1438
First Foundation Advisors
California
$923K +$174K +1,926 +24%
CCM
1439
Cohen Capital Management
California
$918K – – –
PWAP
1440
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$917K +$15.8K +175 +2%
FMTC
1441
Farmers & Merchants Trust Company
California
$917K +$87.2K +965 +11%
LSAG
1442
Lake Street Advisors Group
New Hampshire
$916K +$45.1K +499 +5%
WKWM
1443
Walter & Keenan Wealth Management
Indiana
$915K +$357K +3,950 +65%
SSA
1444
Schonfeld Strategic Advisors
New York
$914K -$904K -10,000 -50%
DI
1445
DAGCO Inc
Ohio
$914K -$9.04K -100 -1%
RC
1446
RBF Capital
California
$914K – – –
RWA
1447
Redhawk Wealth Advisors
Minnesota
$913K +$201K +2,227 +29%
RCA
1448
Resonant Capital Advisors
Wisconsin
$911K -$5.33K -59 -0.6%
NFG
1449
Next Financial Group
Texas
$910K +$113K +1,253 +14%
TCM
1450
Twin Capital Management
Pennsylvania
$910K +$899K +9,951 New
56 57
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