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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
SQA
1601
Simon Quick Advisors
New Jersey
$198K -$36K -649 -17%
BCP
1602
Blackhawk Capital Partners
Wisconsin
$196K +$190K +3,433 New
SFM
1603
Systematic Financial Management
New Jersey
$194K – – –
MSA
1604
Marino Stram & Associates
Massachusetts
$192K +$186K +3,358 New
MA
1605
MCF Advisors
Kentucky
$188K +$111 +2 +0.1%
PCA
1606
Peddock Capital Advisors
Massachusetts
$183K – – –
BWA
1607
Burt Wealth Advisors
Maryland
$182K – – –
POIA
1608
Pin Oak Investment Advisors
Texas
$182K +$177K +3,191 New
BWP
1609
Baldwin Wealth Partners
Massachusetts
$173K -$333 -6 -0.2%
LF
1610
Lee Financial
Texas
$173K – – –
WIM
1611
Westside Investment Management
California
$170K +$4.66K +84 +3%
GBBWRPM
1612
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$168K +$46.1K +831 +45%
SIA
1613
SeaBridge Investment Advisors
New Jersey
$164K – – –
VCM
1614
Versant Capital Management
Arizona
$163K +$12.1K +219 +8%
SIM
1615
Sonora Investment Management
Arizona
$162K +$157K +2,833 New
MGIA
1616
Moneta Group Investment Advisors
Missouri
$161K +$156K +2,818 New
JWA
1617
JFS Wealth Advisors
Pennsylvania
$160K +$5.93K +107 +4%
AWM
1618
Aevitas Wealth Management
Massachusetts
$160K +$155K +2,805 New
KJWM
1619
Kiley Juergens Wealth Management
Washington
$155K +$151K +2,718 New
PCG
1620
Private Capital Group
Connecticut
$151K +$146K +2,640 New
HFP
1621
Holistic Financial Partners
Indiana
$149K +$145K +2,616 New
CAC
1622
Certified Advisory Corp
Florida
$144K +$140K +2,531 New
RCC
1623
Red Cedar Capital
Nebraska
$141K +$137K +2,475 New
IUHSA
1624
Itau Unibanco Holding S.A.
Brazil
$140K +$37.9K +683 +38%
MWM
1625
MinichMacGregor Wealth Management
New York
$138K -$222 -4 -0.2%
63 64
65
66 67