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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
CFC
1776
Coyle Financial Counsel
Illinois
$702K – – –
BC
1777
Belmont Capital
California
$700K +$184K +1,740 +35%
SL
1778
Sentry LLC
Tennessee
$699K – – –
GC
1779
Globeflex Capital
California
$698K – – –
LCWP
1780
Legacy Capital Wealth Partners
Arkansas
$698K +$712K +6,714 New
WCA
1781
Waypoint Capital Advisors
Minnesota
$693K +$6.15K +58 +0.9%
WC
1782
Waterloo Capital
Texas
$693K +$31.2K +294 +5%
OFS
1783
Orrstown Financial Services
Pennsylvania
$693K – – –
S
1784
Sachetta
Massachusetts
$692K -$14K -132 -2%
SCM
1785
Stevens Capital Management
Pennsylvania
$691K -$1.17M -11,073 -62%
DIM
1786
Delta Investment Management
California
$690K -$55.2K -521 -7%
PPWP
1787
Premier Path Wealth Partners
New Jersey
$690K +$62.6K +590 +10%
CAM
1788
Cidel Asset Management
Ontario, Canada
$690K +$61.9K +584 +10%
WE
1789
Wealth Effects
Massachusetts
$690K -$10.6K -100 -1%
ACM
1790
Argent Capital Management
Missouri
$689K – – –
SFSG
1791
Sound Financial Strategies Group
Mississippi
$689K +$422K +3,978 +150%
CFA
1792
CWS Financial Advisors
Michigan
$689K +$88.5K +835 +14%
PP
1793
Pegasus Partners
Wisconsin
$688K -$63.6K -600 -8%
OIAM
1794
OFI Invest Asset Management
France
$688K -$22.3M -210,140 -97%
SWM
1795
Stockman Wealth Management
Montana
$687K +$26.7K +252 +4%
PCMC
1796
Paragon Capital Management (Colorado)
Colorado
$681K +$318 +3 +0%
MCA
1797
Millennium Capital Advisors
Arkansas
$681K – – –
DA
1798
Drake & Associates
Wisconsin
$679K -$7.85K -74 -1%
BTWM
1799
Brass Tax Wealth Management
Ohio
$679K +$692K +6,530 New
SAM
1800
Strategy Asset Managers
California
$678K -$238K -2,244 -27%
70 71
72
73 74