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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
TPW
1901
Talon Private Wealth
Florida
$616K +$677K +5,998 New
ACM
1902
Arcataur Capital Management
Wisconsin
$613K +$7.34K +65 +1%
CCA
1903
Coign Capital Advisors
Utah
$613K +$47.3K +419 +8%
FNT
1904
First Nebraska Trust
Nebraska
$612K -$2.82K -25 -0.4%
WA
1905
Wealth Architects
California
$612K -$3.27K -29 -0.5%
3IP
1906
3Chopt Investment Partners
Virginia
$611K +$10.2K +90 +2%
FCCM
1907
First City Capital Management
Georgia
$610K -$28.9K -256 -4%
KTC
1908
Kentucky Trust Company
Kentucky
$609K +$18.7K +166 +3%
NVIM
1909
New Vernon Investment Management
Illinois
$608K – – –
KLWA
1910
Kelly Lawrence W & Associates
California
$607K – – –
MCA
1911
Magnolia Capital Advisors
Mississippi
$607K +$314K +2,781 +89%
HWA
1912
HHM Wealth Advisors
Tennessee
$606K +$47.2K +418 +8%
PWM
1913
Purus Wealth Management
California
$605K -$49.7K -440 -7%
LWAM
1914
Legacy Wealth Asset Management
Minnesota
$604K +$13.2K +117 +2%
PWMAG
1915
Pinnacle Wealth Management Advisory Group
New Jersey
$604K -$132K -1,165 -17%
NB
1916
Northwest Bancshares
Pennsylvania
$603K -$22.6K -200 -3%
CYG
1917
Clean Yield Group
Vermont
$602K -$42.2K -374 -6%
RIP
1918
RAM Investment Partners
Washington
$602K +$24.8K +220 +4%
LWA
1919
Lantern Wealth Advisors
New York
$602K +$16.1K +143 +3%
ACM
1920
Allred Capital Management
Texas
$601K +$790 +7 +0.1%
FDCP
1921
Foster Dykema Cabot & Partners
Massachusetts
$599K -$43.8K -388 -6%
ITIM
1922
Indiana Trust & Investment Management
Indiana
$598K -$59.3K -525 -8%
WE
1923
Wealth Effects
Massachusetts
$598K -$11.3K -100 -2%
DIM
1924
Delta Investment Management
California
$598K -$40.2K -356 -6%
FBFS
1925
First Business Financial Services
Wisconsin
$597K +$42.3K +375 +7%
75 76
77
78 79