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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
CAMG
1876
CWA Asset Management Group
Florida
$568K +$79.5K +768 +17%
CWM
1877
Cahaba Wealth Management
Georgia
$568K +$32.9K +318 +7%
D
1878
Diversified
Delaware
$568K +$31.1K +300 +6%
PMG
1879
ProVise Management Group
Florida
$568K -$11.9K -115 -2%
TIM
1880
Tevis Investment Management
Texas
$568K +$13.7K +132 +3%
FIM
1881
Fernwood Investment Management
Massachusetts
$567K – – –
HP
1882
Hilltop Partners
Indiana
$563K +$531K +5,126 New
HFS
1883
Heritage Financial Services
Massachusetts
$557K -$12.6K -122 -2%
RCM
1884
Raleigh Capital Management
North Carolina
$556K +$2.38K +23 +0.5%
TW
1885
Towerpoint Wealth
California
$555K -$6.11K -59 -1%
CSB
1886
City State Bank
Iowa
$555K -$54.4K -525 -9%
CSWM
1887
Cassady Schiller Wealth Management
Ohio
$555K -$7.25K -70 -1%
JSW
1888
Journey Strategic Wealth
New Jersey
$554K +$177K +1,708 +51%
SIM
1889
SSI Investment Management
California
$553K – – –
WDC
1890
Woodward Diversified Capital
California
$553K -$17.8K -172 -3%
FFA
1891
Founders Financial Alliance
North Carolina
$552K -$10.5K -101 -2%
AWM
1892
Aevitas Wealth Management
Massachusetts
$552K +$725 +7 +0.1%
MW
1893
Marcum Wealth
Ohio
$552K -$57.4K -554 -10%
KWM
1894
Kolinsky Wealth Management
New Jersey
$549K +$2.07K +20 +0.4%
TWM
1895
Tradition Wealth Management
Minnesota
$547K +$2.07K +20 +0.4%
MSR
1896
Main Street Research
Connecticut
$546K -$155K -1,493 -23%
WP
1897
Westmount Partners
California
$546K +$515K +4,975 New
AG
1898
Ascent Group
Virginia
$546K +$73K +705 +17%
BIC
1899
Beach Investment Counsel
Pennsylvania
$545K – – –
LC
1900
Lindbrook Capital
California
$544K +$8.8K +85 +2%
74 75
76
77 78