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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1801
Strategic Investment Advisors
Michigan
$701K +$70.3K +623 +10%
SWM
1802
Spire Wealth Management
Virginia
$700K +$31.7K +281 +4%
AA
1803
Alta Advisers
United Kingdom
$700K – – –
VWMG
1804
Virginia Wealth Management Group
Virginia
$700K +$51.1K +453 +7%
VIM
1805
Vista Investment Management
Pennsylvania
$696K – – –
PAP
1806
Persistent Asset Partners
Hong Kong
$696K +$765K +6,779 New
CCG
1807
Coastwise Capital Group
California
$696K +$274K +2,428 +56%
CFO
1808
CVA Family Office
Colorado
$695K -$45.1K -399 -6%
HCM
1809
Howard Capital Management
Georgia
$694K -$757K -6,705 -50%
MPWS
1810
McCarter Private Wealth Services
Massachusetts
$694K – – –
WAM
1811
WNY Asset Management
New York
$694K +$763K +6,756 New
RWP
1812
Ridgecrest Wealth Partners
California
$692K – – –
PTP
1813
Platform Technology Partners
New York
$692K -$41.8K -370 -5%
FFL
1814
Future Fund LLC
Illinois
$691K +$4.86K +43 +0.6%
KCIA
1815
Kingsbury Capital Investment Advisors
Illinois
$691K +$760K +6,730 New
BEC
1816
Blue Edge Capital
Virginia
$691K +$565 +5 +0.1%
SL
1817
Sentry LLC
Tennessee
$690K – – –
CA
1818
Cambridge Advisors
Nebraska
$690K -$2.82K -25 -0.4%
SAM
1819
Sagewood Asset Management
New York
$689K +$52.7K +467 +7%
EV
1820
EJMK Ventures
Illinois
$688K -$308K -2,728 -29%
SWP
1821
Strategic Wealth Partners
Ohio
$687K +$50.9K +451 +7%
WPA
1822
Winning Points Advisors
Florida
$687K -$76.7K -679 -9%
ZF
1823
Zhang Financial
Michigan
$686K +$84K +744 +13%
MTIC
1824
Missouri Trust & Investment Company
Missouri
$686K -$23.4K -207 -3%
TWM
1825
Trueblood Wealth Management
Ohio
$684K +$3.27K +29 +0.4%
71 72
73
74 75