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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
NFGCM
1701
Norman Fields Gottscho Capital Management
New York
$823K – – –
OPW
1702
Oxler Private Wealth
New York
$814K -$1.03M -10,340 -58%
TI
1703
Truepoint Inc
Ohio
$813K +$329K +3,292 +80%
LSPW
1704
Lake Street Private Wealth
Illinois
$810K -$89.1K -892 -11%
AFM
1705
Abbot Financial Management
Massachusetts
$809K -$15K -150 -2%
SDIC
1706
South Dakota Investment Council
South Dakota
$808K -$210K -2,100 -22%
FNBOH
1707
First National Bank of Hutchinson
Kansas
$807K -$111K -1,111 -13%
TW
1708
Transform Wealth
Colorado
$806K +$500 +5 +0.1%
KJHP
1709
K.J. Harrison & Partners
Ontario, Canada
$801K +$727K +7,275 New
CT
1710
Clearstead Trust
Maine
$800K -$9.49K -95 -1%
SMH
1711
Sanders Morris Harris
Texas
$799K -$65.9K -660 -8%
SIA
1712
Strategic Investment Advisors
Michigan
$799K -$65.4K -655 -8%
KA
1713
Klingman & Associates
New York
$796K -$47.5K -475 -6%
PC
1714
Port Capital
Illinois
$795K -$6.69K -67 -0.9%
SCP
1715
Shorepoint Capital Partners
Massachusetts
$794K -$399K -3,995 -36%
VWMG
1716
Virginia Wealth Management Group
Virginia
$793K -$880K -8,811 -55%
KA
1717
Kovack Advisors
Florida
$792K +$52.5K +525 +8%
TAM
1718
Trillium Asset Management
Massachusetts
$791K -$44.3K -443 -6%
YIA
1719
YHB Investment Advisors
Connecticut
$790K -$2.5K -25 -0.3%
BWP
1720
Baldwin Wealth Partners
Massachusetts
$790K -$43K -430 -6%
NF
1721
Norwood Financial
Pennsylvania
$786K -$9.89K -99 -1%
BRA
1722
Bender Robert & Associates
California
$785K -$18.2K -182 -2%
WP
1723
WealthSource Partners
California
$785K -$234K -2,340 -25%
WPA
1724
Winning Points Advisors
Florida
$781K – – –
FMLI
1725
Fukoku Mutual Life Insurance
Japan
$781K -$234K -2,340 -25%
67 68
69
70 71