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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1676
Fairhaven Wealth Management
Illinois
$374K – – –
KFA
1677
Kelleher Financial Advisors
New York
$373K – – –
AW
1678
Alpha Windward
Massachusetts
$372K -$11.6K -136 -3%
SIM
1679
Sadoff Investment Management
Wisconsin
$370K +$12.7K +150 +4%
AF
1680
Affiance Financial
Minnesota
$368K – – –
CANY
1681
Caxton Associates (New York)
New York
$367K -$163K -1,914 -30%
GWA
1682
Guidant Wealth Advisors
Illinois
$366K – – –
BHC
1683
Bowen Hanes & Co
Florida
$365K – – –
CF
1684
Corrigan Financial
Rhode Island
$365K – – –
BWA
1685
BDO Wealth Advisors
Florida
$364K +$20.2K +238 +6%
AFG
1686
Albion Financial Group
Utah
$363K – – –
PHAM
1687
Palisades Hudson Asset Management
Florida
$363K – – –
GFS
1688
GYL Financial Synergies
Connecticut
$363K +$6.97K +82 +2%
GGI
1689
Godsey & Gibb Inc
Virginia
$360K -$9.35K -110 -2%
DWM
1690
Dorchester Wealth Management
Quebec, Canada
$358K -$246K -2,893 -40%
SCA
1691
Stonebridge Capital Advisors
Minnesota
$357K -$61.5K -724 -15%
AA
1692
Alesco Advisors
New York
$357K – – –
BCCM
1693
Bridge Creek Capital Management
Massachusetts
$357K – – –
HC
1694
Henshaw Capital
Massachusetts
$357K -$162K -1,904 -31%
NWP
1695
Northstar Wealth Partners
Connecticut
$356K +$19.8K +233 +6%
CIA
1696
CSat Investment Advisory
Michigan
$355K +$45.5K +536 +14%
LFA
1697
Legacy Financial Advisors
Kentucky
$354K +$25.6K +301 +8%
CWM
1698
CCG Wealth Management
California
$354K +$359K +4,227 New
TI
1699
Tidal Investments
Wisconsin
$353K +$359K +4,220 New
CFS
1700
Cannon Financial Strategists
Georgia
$349K +$9.52K +112 +3%
66 67
68
69 70