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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1751
Columbia Trust
Oregon
$677K +$63.4K +516 +10%
VAM
1752
Veritas Asset Management
United Kingdom
$673K -$508M -4,133,928 -100%
PFS
1753
Physicians Financial Services
North Carolina
$672K -$12.3K -100 -2%
CA
1754
Calton & Associates
Florida
$671K -$147K -1,199 -17%
AFP
1755
Ausdal Financial Partners
Iowa
$670K -$9.83K -80 -1%
RVPG
1756
Relative Value Partners Group
$670K – – –
CAAS
1757
Capital Asset Advisory Services
Michigan
$669K -$66.3K -540 -9%
SI
1758
Scharf Investments
California
$667K +$122K +993 +21%
CF
1759
Copperwynd Financial
Arizona
$666K +$73.8K +601 +12%
MCM
1760
Marathon Capital Management
Maryland
$666K +$76.9K +626 +13%
SSWM
1761
Sheets Smith Wealth Management
North Carolina
$665K -$39.7K -323 -5%
CIM
1762
CIM Investment Management
Pennsylvania
$665K -$3.69K -30 -0.5%
FCA
1763
FLC Capital Advisors
California
$664K – – –
RWB
1764
RMR Wealth Builders
New Jersey
$664K +$10.3K +84 +2%
CAM
1765
Campion Asset Management
Virginia
$663K – – –
MFG
1766
Monte Financial Group
Connecticut
$663K +$1.72K +14 +0.3%
TCA
1767
Transcend Capital Advisors
New Jersey
$663K +$51.2K +417 +9%
APW
1768
Acima Private Wealth
Virginia
$662K – – –
HPC
1769
Hobart Private Capital
North Carolina
$658K -$36.6K -298 -5%
FFA
1770
Founders Financial Alliance
North Carolina
$658K +$75.5K +615 +12%
TA
1771
TFG Advisers
Michigan
$653K +$1.6K +13 +0.2%
SNB
1772
Security National Bank
Nebraska
$653K +$24.6K +200 +4%
UC
1773
Unio Capital
New Jersey
$651K – – –
BP
1774
Broadleaf Partners
Ohio
$650K – – –
MCM
1775
Magnolia Capital Management
New York
$650K +$676K +5,500 New
69 70
71
72 73