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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
KS
1701
Karpas Strategies
Connecticut
$707K – – –
KIG
1702
Kowal Investment Group
Wisconsin
$707K +$17.4K +149 +3%
SAI
1703
Systematic Alpha Investments
New Jersey
$706K +$17.6K +151 +3%
CFC
1704
Coyle Financial Counsel
Illinois
$705K -$29.1K -250 -4%
FPF
1705
First Pacific Financial
Washington
$704K +$89.4K +767 +14%
FG
1706
Foster Group
Iowa
$702K -$6.29K -54 -0.9%
KLWA
1707
Kelly Lawrence W & Associates
California
$702K – – –
SCA
1708
Stonebridge Capital Advisors
Minnesota
$702K – – –
TCWM
1709
Total Clarity Wealth Management
Illinois
$700K -$13.6K -117 -2%
TSW
1710
Thompson Siegel & Walmsley
Virginia
$700K -$7.58K -65 -1%
AA
1711
ALPS Advisors
Colorado
$699K +$152K +1,300 +27%
CWA
1712
Clearview Wealth Advisors
Oregon
$698K -$933 -8 -0.1%
MCM
1713
McRae Capital Management
New Jersey
$697K -$117K -1,000 -14%
PAWC
1714
P.A.W. Capital
Connecticut
$696K – – –
WC
1715
Westhampton Capital
North Carolina
$696K – – –
CCP
1716
Clarkston Capital Partners
Michigan
$696K +$1.17K +10 +0.2%
BWP
1717
BSW Wealth Partners
Colorado
$695K -$170K -1,457 -20%
NDSI
1718
Newman Dignan & Sheerar Inc
Rhode Island
$695K – – –
SSW
1719
Smith Shellnut Wilson
Mississippi
$694K -$36.7K -315 -5%
RIA
1720
Regal Investment Advisors
Michigan
$694K +$698K +5,985 New
MFW
1721
Mosaic Family Wealth
Missouri
$693K -$3.61K -31 -0.5%
SLF
1722
Sun Life Financial
Ontario, Canada
$692K -$79.5K -682 -10%
CF
1723
Centaurus Financial
California
$691K +$58.3K +500 +9%
WPP
1724
Whalerock Point Partners
Rhode Island
$690K – – –
SSWM
1725
Sheets Smith Wealth Management
North Carolina
$690K -$663K -5,691 -49%
67 68
69
70 71