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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
APW
1901
Acima Private Wealth
Virginia
$637K – – –
FPCP
1902
Fort Point Capital Partners
California
$635K +$34.2K +298 +6%
CFSG
1903
Community Financial Services Group
Vermont
$631K +$637K +5,556 New
TL
1904
Tradewinds LLC
North Carolina
$631K +$636K +5,549 New
BFIC
1905
Bedell Frazier Investment Counselling
California
$630K -$21.8K -190 -3%
AFG
1906
Allegheny Financial Group
Pennsylvania
$630K -$24.3K -212 -4%
VCP
1907
Verus Capital Partners
Arizona
$629K -$15K -131 -2%
FSC
1908
Full Sail Capital
Oklahoma
$628K -$17.1K -149 -3%
SCM
1909
Stonebridge Capital Management
California
$628K – – –
AC
1910
Allstate Corporation
Illinois
$627K -$43.9K -383 -6%
CIM
1911
CIM Investment Management
Pennsylvania
$626K – – –
ATFA
1912
All Terrain Financial Advisors
Minnesota
$626K – – –
NPT
1913
National Philanthropic Trust
Pennsylvania
$625K +$69.2K +604 +12%
FFO
1914
Fiduciary Family Office
Florida
$623K -$2.18K -19 -0.3%
CAM
1915
Columbia Asset Management
Michigan
$621K – – –
LF
1916
Lantz Financial
Illinois
$620K +$8.03K +70 +1%
CWM
1917
Campbell Wealth Management
Virginia
$620K +$102K +886 +19%
MW
1918
Marcum Wealth
Ohio
$619K +$35.4K +309 +6%
ERWM
1919
Elk River Wealth Management
Colorado
$617K -$42.5K -371 -6%
RFG
1920
Range Financial Group
Oregon
$614K +$12K +105 +2%
CPC
1921
Cookson Peirce & Co
Pennsylvania
$614K +$27.5K +240 +5%
WC
1922
Westhampton Capital
North Carolina
$614K -$80.2K -700 -11%
NAMP
1923
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$613K +$11.5K +100 +2%
CWM
1924
Circle Wealth Management
New Jersey
$613K +$127K +1,105 +26%
BB
1925
Bell Bank
North Dakota
$613K +$95.7K +835 +18%
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77
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