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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
BEC
1801
Blue Edge Capital
Virginia
$616K – – –
TYCC
1802
Texas Yale Capital Corp
Florida
$615K – – –
LIP
1803
Liontrust Investment Partners
United Kingdom
$614K +$639K +5,200 New
AO
1804
Advisor OS
Illinois
$613K -$186K -1,514 -23%
LB
1805
Leo Brokerage
Texas
$613K -$18.2K -148 -3%
AWM
1806
Aevitas Wealth Management
Massachusetts
$613K +$737 +6 +0.1%
SFSG
1807
Sound Financial Strategies Group
Mississippi
$612K -$3.07K -25 -0.5%
FPCP
1808
Fort Point Capital Partners
California
$612K +$27.9K +227 +5%
AIM
1809
Alhambra Investment Management
Florida
$607K – – –
CG
1810
Corundum Group
Colorado
$607K +$31.6K +257 +5%
WA
1811
Waverly Advisors
Alabama
$607K +$113K +922 +24%
RIG
1812
Renaissance Investment Group
Massachusetts
$606K -$59.7K -486 -9%
FMTCOCP
1813
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$606K -$14.1K -115 -2%
CA
1814
Continuum Advisory
Idaho
$606K -$7.25K -59 -1%
SAM
1815
Strategy Asset Managers
California
$603K -$693K -5,641 -52%
SIM
1816
SSI Investment Management
California
$603K – – –
TW
1817
Towerpoint Wealth
California
$600K +$34.8K +283 +6%
GIM
1818
Greylin Investment Management
Virginia
$595K -$25.8K -210 -4%
LF
1819
Lantz Financial
Illinois
$595K +$12.3K +100 +2%
MAG
1820
MRA Advisory Group
New Jersey
$593K +$47K +383 +8%
EF
1821
Empowered Funds
Pennsylvania
$593K +$260K +2,115 +73%
CIP
1822
Capital Insight Partners
Arizona
$591K – – –
WAM
1823
Westport Asset Management
Connecticut
$591K – – –
EWM
1824
EPG Wealth Management
Georgia
$589K +$32.2K +262 +6%
EAM
1825
Evanson Asset Management
California
$588K +$59.9K +488 +11%
71 72
73
74 75