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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
OFA
1801
Oak Family Advisors
Illinois
$887K -$17.7K -139 -2%
PC
1802
Prairiewood Capital
North Dakota
$886K -$255 -2 -0%
VCM
1803
Vivaldi Capital Management
Illinois
$883K -$162K -1,271 -15%
PWMAG
1804
Pinnacle Wealth Management Advisory Group
New Jersey
$883K -$13.6K -107 -1%
SPFA
1805
Summit Place Financial Advisors
New Jersey
$879K -$241K -1,895 -21%
NO
1806
Ninety One
South Africa
$878K -$539K -4,227 -38%
BWP
1807
Balboa Wealth Partners
Arizona
$874K +$892 +7 +0.1%
WFG
1808
Wormser Freres Gestion
France
$873K +$841K +6,601 +1,799%
BWA
1809
Basecamp Wealth Advisors
Washington
$871K +$886K +6,956 New
BWP
1810
Baldwin Wealth Partners
Massachusetts
$870K +$6.37K +50 +0.7%
BFG
1811
Birch Financial Group
New Hampshire
$869K +$15.5K +122 +2%
WPP
1812
Whalerock Point Partners
Rhode Island
$868K -$71.3K -560 -7%
TFA
1813
Transamerica Financial Advisors
Florida
$867K +$66K +518 +8%
PWM
1814
Palumbo Wealth Management
New York
$866K -$33.5K -263 -4%
BMC
1815
Benin Management Corp
Connecticut
$863K – – –
MTIC
1816
Missouri Trust & Investment Company
Missouri
$863K -$127 -1 -0%
FC
1817
Financial Council
Maryland
$861K – – –
TC
1818
TownSquare Capital
Utah
$858K -$555K -4,356 -39%
CCP
1819
Clarkston Capital Partners
Michigan
$857K – – –
HC
1820
Hamilton Capital
Ohio
$857K +$872K +6,842 New
AA
1821
Alta Advisers
United Kingdom
$854K -$242K -1,900 -22%
PA
1822
Persium Advisors
Georgia
$852K +$60.3K +473 +7%
SWA
1823
Stratos Wealth Advisors
Ohio
$850K -$463K -3,631 -35%
VIM
1824
Vista Investment Management
Pennsylvania
$849K -$17.2K -135 -2%
MPWS
1825
McCarter Private Wealth Services
Massachusetts
$847K -$41.7K -327 -5%
71 72
73
74 75