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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
BTWM
1801
Brass Tax Wealth Management
Ohio
$679K +$692K +6,530 New
SAM
1802
Strategy Asset Managers
California
$678K -$238K -2,244 -27%
BWP
1803
Baldwin Wealth Partners
Massachusetts
$675K -$37.2K -351 -5%
SP
1804
Successful Portfolios
Florida
$674K -$138K -1,300 -17%
VWMG
1805
Virginia Wealth Management Group
Virginia
$674K +$212 +2 +0%
YIA
1806
YHB Investment Advisors
Connecticut
$671K -$41.8K -394 -6%
GPI
1807
General Partner Inc
Pennsylvania
$671K +$3.39K +32 +0.5%
CYG
1808
Clean Yield Group
Vermont
$670K -$21.1K -199 -3%
CWA
1809
CM Wealth Advisors
Ohio
$669K -$50.8K -479 -7%
TAM
1810
Trillium Asset Management
Massachusetts
$669K -$79.4K -749 -10%
WC
1811
Weil Company
California
$669K – – –
1WM
1812
1858 Wealth Management
Ohio
$668K +$3.71K +35 +0.5%
HKIM
1813
Hayek Kallen Investment Management
Alabama
$668K -$5.3K -50 -0.8%
DWM
1814
Drive Wealth Management
Utah
$668K – – –
LKIM
1815
Lawson Kroeker Investment Management
Nebraska
$665K – – –
SCP
1816
Shorepoint Capital Partners
Massachusetts
$665K -$56.9K -537 -8%
MIS
1817
Morningstar Investment Services
Illinois
$663K +$75.8K +715 +13%
CWM
1818
Chesapeake Wealth Management
Virginia
$659K -$97.7K -921 -13%
WDC
1819
Woodward Diversified Capital
California
$659K +$33K +311 +5%
CC
1820
Callan Capital
California
$657K +$178K +1,682 +36%
NFC
1821
Northeast Financial Consultants
Connecticut
$657K -$58.3K -550 -8%
CRIG
1822
Charter Research & Investment Group
Connecticut
$657K +$27.6K +260 +4%
MWM
1823
MGB Wealth Management
Texas
$657K -$21.2K -200 -3%
EFA
1824
Evernest Financial Advisors
Indiana
$655K -$11.9K -112 -2%
GSB
1825
Greenfield Savings Bank
Massachusetts
$655K -$636 -6 -0.1%
71 72
73
74 75