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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
PCP
1801
Proficio Capital Partners
Massachusetts
$387K +$44.1K +488 +13%
CG
1802
Corundum Group
Colorado
$385K -$40K -443 -10%
ESBC
1803
E.S. Barr & Co
Kentucky
$385K -$27.1K -300 -7%
PBF
1804
Petix & Botte Financial
California
$385K +$380K +4,205 +100%
BCCM
1805
Bridge Creek Capital Management
Massachusetts
$384K – – –
WA
1806
Wealth Architects
California
$383K -$4.07K -45 -1%
SFS
1807
Strategic Financial Services
New York
$383K – – –
AF
1808
Affiance Financial
Minnesota
$382K – – –
CFN
1809
Cordasco Financial Network
Florida
$382K +$36.2K +400 +11%
NWP
1810
Northstar Wealth Partners
Connecticut
$381K +$452 +5 +0.1%
BO
1811
BRR OpCo
Ohio
$379K -$71.6K -792 -16%
DW
1812
Domani Wealth
Pennsylvania
$379K +$43.5K +481 +13%
FFIC
1813
First Fiduciary Investment Counsel
Ohio
$377K – – –
FWM
1814
FSA Wealth Management
Massachusetts
$377K +$4.88K +54 +1%
CIP
1815
Convergence Investment Partners
Florida
$376K +$20.6K +228 +6%
CAGAS
1816
Capital Advisory Group Advisory Services
Minnesota
$376K +$128K +1,411 +52%
HWMG
1817
Hurlow Wealth Management Group
Indiana
$374K -$14.8K -164 -4%
FBT
1818
First Bank & Trust
South Dakota
$374K -$6.06K -67 -2%
DWM
1819
Dorchester Wealth Management
Quebec, Canada
$373K -$217K -2,400 -37%
CFS
1820
Cannon Financial Strategists
Georgia
$371K -$10.1K -112 -3%
IF
1821
IRON Financial
Illinois
$371K -$6.15K -68 -2%
TCM
1822
Tradewinds Capital Management
Washington
$371K – – –
HR
1823
Hayden Royal
North Carolina
$370K -$238K -2,633 -39%
LB
1824
Legacy Bridge
Iowa
$369K -$62.2K -688 -15%
AW
1825
Alpha Windward
Massachusetts
$369K -$22.7K -251 -6%
71 72
73
74 75