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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
SOS
1751
Silver Oak Securities
Tennessee
$986K +$37.5K +284 +4%
FPCP
1752
Fort Point Capital Partners
California
$986K +$6.2K +47 +0.7%
W
1753
Wealthquest
Ohio
$986K -$14.9K -113 -2%
TWP
1754
Triad Wealth Partners
Kansas
$986K +$193K +1,460 +25%
PWMAG
1755
Pinnacle Wealth Management Advisory Group
New Jersey
$985K +$169K +1,279 +21%
FFA
1756
Fairfield Financial Advisors
Massachusetts
$982K -$341K -2,587 -26%
SWM
1757
Stonebridge Wealth Management
Illinois
$982K +$952K +7,222 New
WIA
1758
Westbourne Investment Advisors
Maryland
$981K -$65.9K -500 -6%
BWP
1759
Baldwin Wealth Partners
Massachusetts
$981K +$49.1K +372 +5%
1IA
1760
1834 Investment Advisors
Wisconsin
$979K -$5.54K -42 -0.6%
PW
1761
Paladin Wealth
Minnesota
$977K +$21.1K +160 +2%
PWM
1762
Palumbo Wealth Management
New York
$974K -$36.9K -280 -4%
AA
1763
Auxano Advisors
Washington
$973K -$3.03K -23 -0.3%
LCC
1764
Lincoln Capital Corp
Rhode Island
$973K – – –
SWM
1765
Segment Wealth Management
Texas
$973K -$20.4K -155 -2%
AFG
1766
Allegheny Financial Group
Pennsylvania
$970K +$4.35K +33 +0.5%
AC
1767
AlphaCore Capital
California
$968K +$358K +2,713 +62%
VIM
1768
Vista Investment Management
Pennsylvania
$967K -$46.2K -350 -5%
QIM
1769
Quest Investment Management
Oregon
$965K +$936K +7,098 New
WIS
1770
Wright Investors Service
Connecticut
$965K +$4.35K +33 +0.5%
MPWS
1771
McCarter Private Wealth Services
Massachusetts
$964K – – –
PC
1772
Prairiewood Capital
North Dakota
$961K – – –
AWAG
1773
ARS Wealth Advisors Group
Florida
$960K +$930K +7,056 New
BL
1774
Balentine LLC
Georgia
$954K +$188K +1,428 +26%
FFA
1775
Fragasso Financial Advisors
Pennsylvania
$954K +$114K +862 +14%
69 70
71
72 73