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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
1501
Sippican Capital Advisors
Massachusetts
$689K -$1.68K -20 -0.3%
WPA
1502
Winning Points Advisors
Florida
$688K – – –
VCA
1503
Verdence Capital Advisors
Maryland
$688K +$27.6K +330 +4%
ACI
1504
Alpha Cubed Investments
California
$687K -$35.4K -423 -5%
HIIFS
1505
Harel Insurance Investments & Financial Services
Israel
$686K -$84.8K -1,013 -11%
KOMWMG
1506
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$686K +$662K +7,901 New
SFG
1507
Summit Financial Group
West Virginia
$685K – – –
LIM
1508
Lathrop Investment Management
Arkansas
$683K +$27.2K +325 +4%
NCM
1509
Nelson Capital Management
California
$682K -$67K -800 -9%
ZB
1510
Zions Bancorporation
Utah
$682K -$9.3K -111 -1%
PCMI
1511
Paradigm Capital Management Inc
New York
$678K +$16.8K +200 +3%
ACA
1512
Atlas Capital Advisors
Wyoming
$676K – – –
DI
1513
Diligent Investors
California
$675K -$29.9K -357 -4%
IP
1514
Intellectus Partners
California
$671K +$647K +7,721 New
PMG
1515
ProVise Management Group
Florida
$670K -$1.76K -21 -0.3%
NAS
1516
Nicolet Advisory Services
Wisconsin
$670K +$1.59K +19 +0.2%
CWM
1517
Concentric Wealth Management
California
$669K -$20.1K -240 -3%
DLCIG
1518
D.L. Carlson Investment Group
New Hampshire
$668K -$132K -1,580 -17%
TW
1519
Transform Wealth
Colorado
$668K +$203K +2,429 +46%
SAG
1520
Spotlight Asset Group
Illinois
$668K +$650K +7,765 New
ATC
1521
Adirondack Trust Company
New York
$667K -$58.2K -695 -8%
CWP
1522
CFM Wealth Partners
Texas
$665K +$631K +7,530 New
MWP
1523
Meridian Wealth Partners
Pennsylvania
$665K +$642K +7,660 New
LSAG
1524
Lake Street Advisors Group
New Hampshire
$663K +$31.1K +371 +5%
CA
1525
Calton & Associates
Florida
$662K -$59.2K -707 -8%
59 60
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62 63