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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
ISWM
1951
Independent Solutions Wealth Management
New York
$477K +$36.1K +396 +8%
GIM
1952
Guardian Investment Management
California
$476K – – –
WAM
1953
Wolverine Asset Management
Illinois
$475K -$5.02K -55 -1%
MS
1954
Monetary Solutions
Ohio
$475K – – –
PFS
1955
Physicians Financial Services
North Carolina
$475K – – –
WG
1956
Wealth Group
North Carolina
$475K +$478K +5,240 New
TFM
1957
TFC Financial Management
Massachusetts
$475K -$119K -1,307 -20%
IIL
1958
Income Insurance Ltd
$474K – – –
FWP
1959
FAS Wealth Partners
Kansas
$472K -$6.85K -75 -1%
AT
1960
Avalon Trust
New Mexico
$470K -$53.1K -582 -10%
VST
1961
Van Strum & Towne
California
$470K – – –
OL
1962
one8zero8 LLC
North Carolina
$470K -$634K -6,950 -57%
VF
1963
Virtu Financial
New York
$469K -$3.87M -42,439 -89%
SIA
1964
Strategic Investment Advisors
Michigan
$469K -$152K -1,665 -24%
WDG
1965
Wealth Dimensions Group
Ohio
$468K +$274 +3 +0.1%
PCMC
1966
Paragon Capital Management (Colorado)
Colorado
$468K +$274 +3 +0.1%
TPWA
1967
TRUE Private Wealth Advisors
Oregon
$467K +$8.95K +98 +2%
RCA
1968
Ranch Capital Advisors
Florida
$466K +$274 +3 +0.1%
LIA
1969
LBMC Investment Advisors
Tennessee
$465K -$2.19K -24 -0.5%
PWM
1970
Puff Wealth Management
New Jersey
$464K +$466K +5,109 New
HWMG
1971
Harbour Wealth Management Group
South Carolina
$463K +$15.2K +166 +3%
SAMT
1972
Select Asset Management & Trust
Pennsylvania
$463K – – –
BLC
1973
Brown, Lisle/Cummings
Rhode Island
$463K +$36K +394 +8%
VCAM
1974
Van Cleef Asset Management
Ohio
$462K – – –
TAM
1975
Trillium Asset Management
Massachusetts
$462K -$46.6K -511 -9%
77 78
79
80 81