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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1801
Close Asset Management
United Kingdom
$910K -$411K -3,117 -32%
VCM
1802
Versant Capital Management
Arizona
$910K +$33.4K +253 +4%
TWM
1803
Tradition Wealth Management
Minnesota
$906K +$35.7K +271 +4%
WCM
1804
WealthBridge Capital Management
Ohio
$903K -$129K -978 -13%
PWM
1805
Purus Wealth Management
California
$902K +$31.6K +240 +4%
OL
1806
Optas LLC
Texas
$901K +$74.4K +564 +9%
BFG
1807
Birch Financial Group
New Hampshire
$898K -$56K -425 -6%
NB
1808
Northwest Bancshares
Pennsylvania
$895K -$65.7K -498 -7%
CBT
1809
Crews Bank & Trust
Florida
$894K +$24.5K +186 +3%
BCM
1810
BluePath Capital Management
Georgia
$894K +$33.1K +251 +4%
AFM
1811
Abbot Financial Management
Massachusetts
$893K +$1.71K +13 +0.2%
CRIG
1812
Charter Research & Investment Group
Connecticut
$890K – – –
TW
1813
Towerpoint Wealth
California
$889K +$14.2K +108 +2%
PAM
1814
Parvin Asset Management
South Dakota
$885K – – –
SOW
1815
State of Wyoming
Wyoming
$883K +$198K +1,501 +30%
DA
1816
Drake & Associates
Wisconsin
$883K -$23.9K -181 -3%
WIM
1817
WealthPlan Investment Management
Nebraska
$882K +$303K +2,298 +55%
HSWM
1818
Hubbell Strickland Wealth Management
Louisiana
$881K +$1.19K +9 +0.1%
ACI
1819
Alpha Cubed Investments
California
$879K -$14.5K -110 -2%
FMLI
1820
Fukoku Mutual Life Insurance
Japan
$878K -$83.9K -636 -9%
GPI
1821
General Partner Inc
Pennsylvania
$878K – – –
CWA
1822
CM Wealth Advisors
Ohio
$876K – – –
AWM
1823
Accurate Wealth Management
Florida
$876K +$76.7K +582 +10%
CWAG
1824
Compton Wealth Advisory Group
Virginia
$875K -$239K -1,811 -22%
BPWM
1825
BCS Private Wealth Management
New Jersey
$875K +$849K +6,435 New
71 72
73
74 75