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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
1626
Meridian Wealth Advisors
Texas
$810K -$2.72K -25 -0.3%
CFA
1627
CWS Financial Advisors
Michigan
$808K -$22.4K -206 -3%
PMG
1628
ProVise Management Group
Florida
$807K +$44.2K +407 +6%
AIC
1629
Archer Investment Corporation
Indiana
$804K – – –
CAM
1630
Close Asset Management
United Kingdom
$804K +$65.3K +601 +9%
SIG
1631
Sargent Investment Group
Maryland
$803K +$195K +1,790 +32%
MWP
1632
Meridian Wealth Partners
Pennsylvania
$801K -$43.7K -402 -5%
EH
1633
Equitable Holdings
New York
$798K -$20.8K -191 -3%
SWA
1634
SFMG Wealth Advisors
Texas
$798K +$326K +2,995 +70%
CW
1635
CreativeOne Wealth
Kansas
$796K +$126K +1,156 +19%
SP
1636
Successful Portfolios
Florida
$794K -$15.3K -141 -2%
CWM
1637
Concentric Wealth Management
California
$792K -$35.3K -325 -4%
MCM
1638
McRae Capital Management
New Jersey
$790K – – –
AWP
1639
Abacus Wealth Partners
California
$789K +$783K +7,203 New
MIAS
1640
Mason Investment Advisory Services
Virginia
$786K – – –
LWAM
1641
Legacy Wealth Asset Management
Minnesota
$786K +$780K +7,177 New
ST
1642
Sabal Trust
Florida
$782K +$543 +5 +0.1%
SIA
1643
Strategic Investment Advisors
Michigan
$781K +$112K +1,031 +17%
YIA
1644
YHB Investment Advisors
Connecticut
$777K +$39.8K +366 +5%
SCA
1645
Sippican Capital Advisors
Massachusetts
$773K -$73.6K -677 -9%
SLWA
1646
San Luis Wealth Advisors
California
$773K +$767K +7,060 New
OA
1647
Oxbow Advisors
Texas
$772K +$66.3K +610 +9%
PC
1648
Prairiewood Capital
North Dakota
$772K +$767K +7,052 New
CIC
1649
Chase Investment Counsel
Virginia
$771K +$766K +7,044 New
CASB
1650
Cape Ann Savings Bank
Massachusetts
$770K +$765K +7,035 New
64 65
66
67 68