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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
1751
Sadoff Investment Management
Wisconsin
$349K – – –
AWA
1752
Arkadios Wealth Advisors
Georgia
$346K +$102K +1,218 +38%
LIM
1753
Lathrop Investment Management
Arkansas
$345K -$291K -3,489 -44%
AWM
1754
Atticus Wealth Management
Florida
$345K +$7.93K +95 +2%
LPWM
1755
Lake Point Wealth Management
Texas
$344K -$7.34K -88 -2%
CFSG
1756
Community Financial Services Group
Vermont
$344K -$3.25K -39 -0.9%
BHC
1757
Bowen Hanes & Co
Florida
$344K – – –
SMG
1758
Spectrum Management Group
Indiana
$344K +$364K +4,357 New
CF
1759
Corrigan Financial
Rhode Island
$344K -$1.25K -15 -0.3%
KTC
1760
Kistler-Tiffany Companies
Pennsylvania
$343K – – –
AFG
1761
Albion Financial Group
Utah
$342K – – –
HCM
1762
Hollencrest Capital Management
California
$342K +$12.8K +153 +4%
AW
1763
Alpha Windward
Massachusetts
$339K -$14.9K -179 -4%
F
1764
F3Logic
Minnesota
$338K -$1.85M -22,200 -84%
PIG
1765
Pantheon Investment Group
California
$338K +$71.5K +857 +25%
HWM
1766
HighMark Wealth Management
Minnesota
$337K -$4.92K -59 -1%
HC
1767
Henshaw Capital
Massachusetts
$337K – – –
RICHC
1768
Renaissance Investment Consultants Holding Company
Pennsylvania
$336K +$1.33K +16 +0.4%
MA
1769
MCF Advisors
Kentucky
$335K – – –
CWM
1770
CCG Wealth Management
California
$335K +$668 +8 +0.2%
WA
1771
Wealth Architects
California
$334K -$147K -1,765 -29%
SW
1772
SteelPeak Wealth
California
$334K +$97.2K +1,165 +38%
PBF
1773
Petix & Botte Financial
California
$332K – – –
BCM
1774
Birch Capital Management
Texas
$331K -$556K -6,667 -61%
BCCM
1775
Bridge Creek Capital Management
Massachusetts
$331K -$5.26K -63 -1%
69 70
71
72 73