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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
PG
1726
Patten Group
Tennessee
$861K -$14.6K -126 -2%
BIA
1727
Beacon Investment Advisors
Maryland
$861K – – –
DFG
1728
Delta Financial Group
New Jersey
$860K +$69.3K +600 +9%
OWCM
1729
One Wealth Capital Management
Arizona
$860K +$878K +7,602 New
PWP
1730
Phillips Wealth Planners
Mississippi
$858K -$578 -5 -0.1%
PTP
1731
Platform Technology Partners
New York
$857K -$19.8K -171 -2%
VIM
1732
Vista Investment Management
Pennsylvania
$857K -$1.16K -10 -0.1%
TFM
1733
TFC Financial Management
Massachusetts
$856K -$9.59K -83 -1%
AAP
1734
Arax Advisory Partners
Colorado
$856K +$333K +2,882 +62%
1C
1735
111 Capital
France
$855K +$874K +7,561 New
FI
1736
Finivi Inc
Massachusetts
$855K -$6.01K -52 -0.7%
MPWS
1737
McCarter Private Wealth Services
Massachusetts
$851K – – –
AA
1738
Auxano Advisors
Washington
$849K +$23.3K +202 +3%
DI
1739
Diligent Investors
California
$848K -$5.78K -50 -0.7%
GIM
1740
Groesbeck Investment Management
New Jersey
$846K -$34.7K -300 -4%
NFGCM
1741
Norman Fields Gottscho Capital Management
New York
$846K – – –
WPP
1742
Whalerock Point Partners
Rhode Island
$846K -$12.7K -110 -1%
W
1743
Wealthquest
Ohio
$845K -$4.39K -38 -0.5%
FBB
1744
Fulton Breakefield Broenniman
Maryland
$843K +$3.12K +27 +0.4%
BI
1745
Bolthouse Investments
California
$843K +$861K +7,450 New
AFG
1746
ABLE Financial Group
Arizona
$842K +$10.3K +89 +1%
NA
1747
Nautilus Advisors
California
$840K +$859K +7,429 New
FA
1748
Faithward Advisors
Pennsylvania
$840K +$23.8K +206 +3%
PSB
1749
Piscataqua Savings Bank
New Hampshire
$835K -$10.1K -87 -1%
GWP
1750
Gen-Wealth Partners
Michigan
$834K -$22.2K -192 -3%
68 69
70
71 72