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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1701
Pegasus Partners
Wisconsin
$745K – – –
KTC
1702
Kistler-Tiffany Companies
Pennsylvania
$744K +$74.9K +703 +11%
MFG
1703
Midwest Financial Group
Kansas
$744K – – –
RDWM
1704
Red Door Wealth Management
Tennessee
$742K +$327K +3,064 +82%
DA
1705
Drake & Associates
Wisconsin
$742K -$5.33K -50 -0.7%
IDBONY
1706
Israel Discount Bank of New York
New York
$741K -$324K -3,035 -31%
LCGC
1707
Legacy Capital Group California
California
$740K +$17.3K +162 +2%
CFO
1708
CVA Family Office
Colorado
$740K +$30.7K +288 +4%
WAG
1709
Wallace Advisory Group
California
$740K – – –
SWM
1710
Stockman Wealth Management
Montana
$738K -$74.2K -696 -9%
VCAM
1711
Van Cleef Asset Management
Ohio
$737K -$78.3K -735 -10%
PIM
1712
Provident Investment Management
Michigan
$737K – – –
CFA
1713
CWS Financial Advisors
Michigan
$737K +$5.86K +55 +0.8%
FNB
1714
Farmers National Bank
Kentucky
$737K -$16.3K -153 -2%
PCMC
1715
Paragon Capital Management (Colorado)
Colorado
$735K -$70K -657 -9%
ACM
1716
Allred Capital Management
Texas
$735K -$37.6K -353 -5%
SAM
1717
Sequent Asset Management
Texas
$734K +$147K +1,383 +26%
MCA
1718
Millennium Capital Advisors
Arkansas
$734K – – –
RC
1719
Reik & Co
New York
$734K – – –
GC
1720
Globeflex Capital
California
$733K – – –
WPA
1721
West Paces Advisors
Georgia
$732K +$3.2K +30 +0.4%
BCM
1722
Buckhead Capital Management
Georgia
$730K -$8K -75 -1%
KP
1723
Keel Point
Alabama
$729K +$37.2K +349 +6%
SW
1724
StrongBox Wealth
Missouri
$729K -$411K -3,853 -37%
CYG
1725
Clean Yield Group
Vermont
$726K -$10.7K -100 -1%
67 68
69
70 71