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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
1801
LS Investment Advisors
Michigan
$600K – – –
NVIM
1802
New Vernon Investment Management
Illinois
$599K – – –
ERWM
1803
Elk River Wealth Management
Colorado
$599K – – –
PWP
1804
Phillips Wealth Planners
Mississippi
$599K +$569K +5,390 New
GWAM
1805
Guardian Wealth Advisors (Minnesota)
Minnesota
$597K +$64.1K +607 +11%
DIP
1806
Davis Investment Partners
North Carolina
$594K – – –
SSW
1807
Smith Shellnut Wilson
Mississippi
$593K – – –
CWA
1808
Consilium Wealth Advisory
Texas
$593K -$40.5K -384 -6%
FIM
1809
Freedom Investment Management
Connecticut
$591K -$42.6K -403 -6%
SAM
1810
Strategy Asset Managers
California
$591K -$71.7K -679 -10%
SLF
1811
Sun Life Financial
Ontario, Canada
$591K – – –
TA
1812
TFG Advisers
Michigan
$588K +$1.06K +10 +0.2%
KJHP
1813
K.J. Harrison & Partners
Ontario, Canada
$587K – – –
AFG
1814
Allegheny Financial Group
Pennsylvania
$583K -$1.79K -17 -0.3%
LFA
1815
Legacy Financial Advisors
Kentucky
$582K -$5.07K -48 -0.8%
FNT
1816
First Nebraska Trust
Nebraska
$582K – – –
KWS
1817
Keystone Wealth Services
California
$581K -$38.1K -361 -6%
AO
1818
Advisor OS
Illinois
$578K +$11.5K +109 +2%
LWAM
1819
Legacy Wealth Asset Management
Minnesota
$577K -$2.85K -27 -0.5%
LCM
1820
Linker Capital Management
Kentucky
$573K – – –
GP
1821
Geneva Partners
Wisconsin
$573K -$280K -2,650 -19%
CS
1822
Cannell & Spears
New York
$573K +$14.8K +140 +3%
SCA
1823
Sippican Capital Advisors
Massachusetts
$571K -$11.1K -105 -2%
GWANC
1824
Guardian Wealth Advisors (North Carolina)
North Carolina
$570K -$3.27K -31 -0.5%
CIM
1825
CIM Investment Management
Pennsylvania
$568K +$25.6K +242 +5%
71 72
73
74 75