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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
GAMC
1951
Garner Asset Management Corp
Texas
$437K +$5.43K +50 +1%
CF
1952
Copperwynd Financial
Arizona
$437K +$64.5K +593 +17%
GAM
1953
Gould Asset Management
California
$436K -$13.6K -125 -3%
AWM
1954
Atticus Wealth Management
Florida
$435K +$1.3K +12 +0.3%
CAN
1955
Claraphi Advisory Network
United States
$434K -$28.3K -260 -6%
LA
1956
LVW Advisors
New York
$433K -$38.6K -355 -8%
MSA
1957
Marino Stram & Associates
Massachusetts
$433K -$18.3K -168 -4%
SMG
1958
Spectrum Management Group
Indiana
$430K – – –
MPW
1959
Monterey Private Wealth
California
$430K +$109 +1 +0%
AA
1960
Addison Advisors
Vermont
$429K +$426K +3,920 New
IF
1961
IRON Financial
Illinois
$427K -$19.1K -176 -4%
LCS
1962
Levin Capital Strategies
New York
$427K – – –
D
1963
Diversified
Delaware
$427K +$427K +3,924 New
TCA
1964
Transcend Capital Advisors
New Jersey
$426K +$205K +1,885 +94%
EWM
1965
Evermay Wealth Management
Virginia
$425K – – –
TPWA
1966
TRUE Private Wealth Advisors
Oregon
$424K -$111K -1,024 -21%
DWM
1967
Dorchester Wealth Management
Quebec, Canada
$424K -$9.24K -85 -2%
CWM
1968
Cranbrook Wealth Management
Michigan
$424K – – –
NAMP
1969
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$424K +$10K +92 +2%
BWP
1970
Baldwin Wealth Partners
Massachusetts
$422K -$4.46K -41 -1%
MF
1971
Montis Financial
Massachusetts
$422K +$401K +3,693 New
GB
1972
Goepper Burkhardt
South Carolina
$422K +$418K +3,850 New
AWM
1973
Avior Wealth Management
Nebraska
$421K +$7.72K +71 +2%
BA
1974
Bristlecone Advisors
Washington
$420K -$13.9K -128 -3%
VST
1975
Van Strum & Towne
California
$419K +$416K +3,827 New
77 78
79
80 81