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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
HDA
1601
Harold Davidson & Associates
California
$821K -$39.7K -435 -5%
MWM
1602
Meadowbrook Wealth Management
New York
$820K -$15.5K -170 -2%
SWM
1603
Sendero Wealth Management
Texas
$818K -$8.12K -89 -1%
CS
1604
Crescent Sterling
Louisiana
$818K -$134K -1,467 -14%
WPW
1605
Waldron Private Wealth
Pennsylvania
$817K -$211K -2,311 -20%
FNBTCON
1606
First National Bank & Trust Co of Newtown
Pennsylvania
$809K -$33.8K -370 -5%
TCOTS
1607
Trust Company of the South
North Carolina
$809K -$47.9K -525 -6%
KA
1608
KLCM Advisors
Wisconsin
$807K +$548 +6 +0.1%
WCCM
1609
Willow Creek Capital Management
Montana
$806K +$811K +8,885 New
DWM
1610
Drive Wealth Management
Utah
$806K -$368K -4,031 -31%
PWP
1611
Phillips Wealth Planners
Mississippi
$805K +$40K +438 +6%
MIA
1612
MainStreet Investment Advisors
Illinois
$800K -$57.9K -634 -7%
OIMU
1613
Osmosis Investment Management UK
United Kingdom
$799K – – –
FAM
1614
Formidable Asset Management
Ohio
$799K -$92.8K -1,017 -12%
GHAM
1615
Gilman Hill Asset Management
Connecticut
$799K -$95.6K -1,047 -11%
LCM
1616
Leisure Capital Management
California
$798K -$26.7K -292 -3%
FLI
1617
Family Legacy Inc
South Carolina
$797K – – –
CRWM
1618
Castle Rock Wealth Management
California
$797K -$2.19K -24 -0.3%
CIA
1619
Citadel Investment Advisory
Ohio
$792K – – –
RWM
1620
Riverchase Wealth Management
Texas
$790K +$794K +8,704 New
HCA
1621
Harbour Capital Advisors
Virginia
$787K – – –
OFS
1622
Orrstown Financial Services
Pennsylvania
$786K +$50.4K +552 +7%
MFC
1623
Mechanics Financial Corp
Ohio
$782K +$19.8K +217 +3%
TL
1624
Tradewinds LLC
North Carolina
$781K +$44.5K +487 New
JSAM
1625
J. Safra Asset Management
New York
$779K +$19.6K +215 +3%
63 64
65
66 67