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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
FCA
1726
FinTrust Capital Advisors
South Carolina
$250K +$242K +3,448 New
HIS
1727
Harvest Investment Services
Illinois
$250K +$253K +3,597 New
PWPS
1728
Pinnacle Wealth Planning Services
Ohio
$249K +$2.81K +40 +1%
HPWM
1729
Highland Private Wealth Management
Washington
$248K +$7.45K +106 +3%
CAM
1730
Cidel Asset Management
Ontario, Canada
$247K – – –
SFM
1731
Systematic Financial Management
New Jersey
$246K – – –
CI
1732
Capital International
California
$244K – – –
LFA
1733
Legacy Financial Advisors
Kentucky
$243K -$34.4K -489 -13%
SICM
1734
Sustainable Insight Capital Management
New York
$243K +$236K +3,357 New
CF
1735
Corrigan Financial
Rhode Island
$243K +$70 +1 +0%
MWPCG
1736
Measured Wealth Private Client Group
New Hampshire
$242K -$92.8K -1,321 -28%
CISOA
1737
Capital Investment Services of America
Wisconsin
$242K – – –
FBFS
1738
First Business Financial Services
Wisconsin
$241K +$234K +3,335 New
CWM
1739
Cabot Wealth Management
Massachusetts
$240K -$200K -2,843 -46%
BFG
1740
Barber Financial Group
Kansas
$240K – – –
FA
1741
FCG Advisors
New Jersey
$239K – – –
FAG
1742
Financial Advisory Group
Texas
$239K – – –
JIC
1743
Joel Isaacson & Co
New York
$239K +$243K +3,452 New
MA
1744
MCF Advisors
Kentucky
$238K -$9.07K -129 -4%
MSA
1745
Marino Stram & Associates
Massachusetts
$238K +$5.2K +74 +2%
LBC
1746
Lawrence B. Cohen
$237K -$14.1K -200 -6%
PIA
1747
Peachtree Investment Advisors
Georgia
$237K – – –
STA
1748
Summit Trail Advisors
New York
$235K -$533K -7,581 -70%
BCM
1749
BTC Capital Management
Iowa
$235K +$228K +3,243 New
BOPW
1750
Brandywine Oak Private Wealth
Pennsylvania
$235K +$229K +3,260 New
68 69
70
71 72