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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
W
1751
Wealthquest
Ohio
$976K -$13.9K -109 -1%
FFG
1752
Fortem Financial Group
California
$973K -$92.3K -725 -9%
WAM
1753
WNY Asset Management
New York
$973K +$19.5K +153 +2%
BWM
1754
BankPlus Wealth Management
Mississippi
$972K +$10.8K +85 +1%
NPT
1755
National Philanthropic Trust
Pennsylvania
$972K -$56.3K -442 -6%
SWM
1756
Segment Wealth Management
Texas
$969K +$369K +2,897 +66%
VPP
1757
Vertex Planning Partners
Illinois
$967K +$30.5K +240 +3%
PWP
1758
Phillips Wealth Planners
Mississippi
$967K -$2.54K -20 -0.3%
NA
1759
Nautilus Advisors
California
$966K -$18.7K -147 -2%
MMPW
1760
Mitchell McLeod Pugh & Williams
Alabama
$966K +$127 +1 +0%
FA
1761
Faithward Advisors
Pennsylvania
$965K -$19.7K -155 -2%
BF
1762
bLong Financial
Tennessee
$963K +$19.1K +150 +2%
1IA
1763
1834 Investment Advisors
Wisconsin
$960K -$68.1K -535 -7%
FPCP
1764
Fort Point Capital Partners
California
$955K -$55.1K -433 -6%
FG
1765
Foster Group
Iowa
$952K +$95.1K +747 +12%
AA
1766
Auxano Advisors
Washington
$952K -$41.4K -325 -4%
LCC
1767
Lincoln Capital Corp
Rhode Island
$949K – – –
AOI
1768
Auto-Owners Insurance
Michigan
$945K – – –
MTIC
1769
Missouri Trust & Investment Company
Missouri
$945K -$1.4K -11 -0.2%
SEIA
1770
Signature Estate & Investment Advisors
California
$945K +$6.24K +49 +0.7%
FIM
1771
Freedom Investment Management
Connecticut
$944K -$215K -1,689 -19%
AFG
1772
Allegheny Financial Group
Pennsylvania
$942K -$8.78K -69 -1%
FMLI
1773
Fukoku Mutual Life Insurance
Japan
$941K – – –
MPWS
1774
McCarter Private Wealth Services
Massachusetts
$940K -$55.6K -437 -6%
PFA
1775
Pathway Financial Advisors
Vermont
$939K +$12.6K +99 +1%
69 70
71
72 73