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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
AFM
1801
Abbot Financial Management
Massachusetts
$879K – – –
FFA
1802
Fragasso Financial Advisors
Pennsylvania
$879K -$63.5K -484 -7%
TFM
1803
TFC Financial Management
Massachusetts
$877K -$136K -1,033 -14%
CRIG
1804
Charter Research & Investment Group
Connecticut
$877K – – –
WIS
1805
Wright Investors Service
Connecticut
$876K -$72.7K -554 -8%
PWM
1806
Purus Wealth Management
California
$876K -$11.9K -91 -1%
CBT
1807
Crews Bank & Trust
Florida
$876K -$4.59K -35 -0.5%
AAS
1808
Ameritas Advisory Services
Nebraska
$875K -$491K -3,742 -36%
OPW
1809
Osprey Private Wealth
New York
$873K +$855K +6,515 New
PAM
1810
Parvin Asset Management
South Dakota
$872K – – –
TW
1811
Towerpoint Wealth
California
$870K -$5.38K -41 -0.6%
PWM
1812
Palumbo Wealth Management
New York
$868K +$1.57K +12 +0.2%
HSWM
1813
Hubbell Strickland Wealth Management
Louisiana
$866K -$1.71K -13 -0.2%
HFM
1814
Hartford Funds Management
Pennsylvania
$866K -$31K -236 -4%
GPI
1815
General Partner Inc
Pennsylvania
$865K – – –
SWM
1816
Spire Wealth Management
Virginia
$864K -$272K -2,070 -24%
RIP
1817
RAM Investment Partners
Washington
$860K +$9.71K +74 +1%
BPWM
1818
BCS Private Wealth Management
New Jersey
$859K -$2.63K -20 -0.3%
CFA
1819
CWS Financial Advisors
Michigan
$858K +$8.66K +66 +1%
1IA
1820
1834 Investment Advisors
Wisconsin
$858K -$104K -791 -11%
TFA
1821
Transamerica Financial Advisors
Florida
$857K +$177K +1,345 +27%
CFC
1822
Coyle Financial Counsel
Illinois
$855K +$49.8K +379 +6%
SIA
1823
Strategic Investment Advisors
Michigan
$852K -$119K -910 -13%
KC
1824
Knuff & Co
California
$852K -$412K -3,140 -33%
GC
1825
Gilbert & Cook
Iowa
$851K -$5.51K -42 -0.7%
71 72
73
74 75