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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
NVIM
1751
New Vernon Investment Management
Illinois
$709K – – –
CSPIA
1752
Cary Street Partners Investment Advisory
Virginia
$706K -$1.11M -9,406 -61%
HWMA
1753
Heritage Wealth Management (Arizona)
Arizona
$704K +$696K +5,876 New
MWA
1754
Moser Wealth Advisors
Washington
$701K +$2.13K +18 +0.3%
LCM
1755
Legato Capital Management
California
$700K – – –
PFS
1756
Physicians Financial Services
North Carolina
$700K +$11.8K +100 +2%
CIM
1757
CIM Investment Management
Pennsylvania
$699K -$23.2K -196 -3%
FCIM
1758
Fairview Capital Investment Management
California
$697K – – –
CAC
1759
Certified Advisory Corp
Florida
$697K +$689K +5,819 New
GFS
1760
GYL Financial Synergies
Connecticut
$696K +$948 +8 +0.1%
AWA
1761
ARS Wealth Advisors
Florida
$695K -$136K -1,145 -16%
CWAG
1762
Compton Wealth Advisory Group
Virginia
$693K +$24.8K +209 +4%
AC
1763
Applied Capital
Arkansas
$691K +$683K +5,768 New
AFG
1764
Allegheny Financial Group
Pennsylvania
$688K – – –
SAM
1765
SignalPoint Asset Management
Missouri
$685K -$8.77K -74 -1%
PAM
1766
Paradigm Asset Management
New York
$683K -$23.7K -200 -3%
MPPLM
1767
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$683K -$138K -1,168 -12%
HJMC
1768
Hellman Jordan Management Company
Massachusetts
$681K +$673K +5,683 New
FIM
1769
Freedom Investment Management
Connecticut
$680K +$103K +872 +18%
MAM
1770
Morse Asset Management
Connecticut
$679K -$679K -5,730 -50%
SCI
1771
Stableford Capital II
Arizona
$679K -$38.6K -326 -5%
UC
1772
Unio Capital
New Jersey
$676K -$17.8K -150 -3%
AC
1773
Avestar Capital
New York
$674K -$110K -931 -14%
APW
1774
Acima Private Wealth
Virginia
$671K – – –
SAI
1775
Systematic Alpha Investments
New Jersey
$671K +$663K +5,600 New
69 70
71
72 73