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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
LKIM
1751
Lawson Kroeker Investment Management
Nebraska
$390K – – –
PFG
1752
Piershale Financial Group
Illinois
$390K +$168 +2 +0%
DWM
1753
Dorchester Wealth Management
Quebec, Canada
$389K +$16.8K +200 +5%
FWM
1754
Fairhaven Wealth Management
Illinois
$388K – – –
AW
1755
Alpha Windward
Massachusetts
$388K +$1.84K +22 +0.5%
LPWM
1756
Lake Point Wealth Management
Texas
$386K +$372K +4,444 New
SIM
1757
Sadoff Investment Management
Wisconsin
$384K – – –
CBB
1758
Citizens Business Bank
California
$382K -$110K -1,314 -23%
CFSG
1759
Community Financial Services Group
Vermont
$382K +$40K +477 +12%
RWB
1760
RMR Wealth Builders
New Jersey
$382K +$368K +4,396 New
SIC
1761
Samalin Investment Counsel
New York
$382K +$369K +4,406 New
CF
1762
Corrigan Financial
Rhode Island
$380K +$1.42K +17 +0.4%
BHC
1763
Bowen Hanes & Co
Florida
$379K – – –
MPW
1764
Monterey Private Wealth
California
$379K +$365K +4,361 New
CFC
1765
Coyle Financial Counsel
Illinois
$378K +$364K +4,351 New
BWA
1766
BDO Wealth Advisors
Florida
$377K -$754 -9 -0.2%
AFG
1767
Albion Financial Group
Utah
$377K – – –
PHAM
1768
Palisades Hudson Asset Management
Florida
$377K – – –
HWM
1769
HighMark Wealth Management
Minnesota
$376K +$363K +4,337 New
AWM
1770
Atticus Wealth Management
Florida
$371K +$358K +4,276 New
HC
1771
Henshaw Capital
Massachusetts
$371K – – –
DWA
1772
Dorsey Wright & Associates
California
$370K -$2.04M -24,414 -85%
BCCM
1773
Bridge Creek Capital Management
Massachusetts
$370K – – –
MF
1774
Magnetar Financial
Illinois
$369K -$2.8M -33,490 -89%
LFA
1775
Legacy Financial Advisors
Kentucky
$369K +$1.84K +22 +0.5%
69 70
71
72 73