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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
1701
WNY Asset Management
New York
$719K -$9.35K -89 -1%
FBA
1702
Front Barnett Associates
Illinois
$719K -$53.7K -511 -6%
FIA
1703
Foundations Investment Advisors
Arizona
$718K -$47.9K -456 -6%
CT
1704
Clearstead Trust
Maine
$713K -$46.2K -440 -6%
TW
1705
Transform Wealth
Colorado
$709K -$208K -1,984 -21%
BRA
1706
Bender Robert & Associates
California
$709K -$86.6K -825 -10%
PCG
1707
Prosperity Consulting Group
Maryland
$707K +$767K +7,302 New
PC
1708
Port Capital
Illinois
$706K +$2.52K +24 +0.3%
PCP
1709
Proficio Capital Partners
Massachusetts
$703K -$6.62K -63 -0.9%
NF
1710
Norwood Financial
Pennsylvania
$702K -$23.1K -220 -3%
TPWM
1711
Twelve Points Wealth Management
Massachusetts
$701K -$10.9K -104 -1%
VFA
1712
Voya Financial Advisors
Connecticut
$700K -$185K -1,763 -20%
YIA
1713
YHB Investment Advisors
Connecticut
$698K – – –
CCA
1714
Cravens & Co Advisors
Tennessee
$698K +$12.4K +118 +2%
WPA
1715
Winning Points Advisors
Florida
$697K – – –
FB
1716
First Bancorp
Maine
$697K -$192K -1,826 -20%
RWP
1717
Ridgecrest Wealth Partners
California
$692K -$189K -1,800 -20%
KIC
1718
Keating Investment Counselors
Florida
$684K +$315K +3,000 +74%
PC
1719
Prairiewood Capital
North Dakota
$683K – – –
IAS
1720
Insigneo Advisory Services
Florida
$682K -$174K -1,656 -19%
AO
1721
Advisor OS
Illinois
$680K +$139K +1,327 +23%
WE
1722
Wealth Effects
Massachusetts
$678K +$2.84K +27 +0.4%
VCP
1723
Verus Capital Partners
Arizona
$678K +$61.7K +587 +9%
NG
1724
Northstar Group
New York
$677K -$10.5K -100 -1%
FIM
1725
Freedom Investment Management
Connecticut
$676K +$124K +1,182 +20%
67 68
69
70 71