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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1951
Brown Wealth Management
Illinois
$469K -$7.98K -76 -2%
SAF
1952
Smith Anglin Financial
Texas
$469K +$1.26K +12 +0.2%
HR
1953
Howe & Rusling
New York
$469K -$11.3K -108 -2%
WHCI
1954
W.H. Cornerstone Investments
Massachusetts
$468K +$2.21K +21 +0.4%
GSEP
1955
Golden State Equity Partners
California
$468K +$4.83K +46 +1%
MCM
1956
Magnolia Capital Management
New York
$467K – – –
GIM
1957
Goelzer Investment Management
Indiana
$465K -$4.41K -42 -0.9%
HCA
1958
Heck Capital Advisors
Wisconsin
$464K -$5.99K -57 -1%
SEP
1959
Southland Equity Partners
Missouri
$464K +$82.4K +785 +20%
PHAM
1960
Palisades Hudson Asset Management
Florida
$464K – – –
MWPCG
1961
Measured Wealth Private Client Group
New Hampshire
$464K -$49.9K -475 -9%
D
1962
Diversified
Delaware
$463K -$840 -8 -0.2%
IAMOG
1963
Investors Asset Management of Georgia
Georgia
$463K – – –
CA
1964
Cornerstone Advisory
Maryland
$463K +$7.98K +76 +2%
IP
1965
Ignite Planners
California
$459K +$57.7K +549 +13%
RCG
1966
Regatta Capital Group
California
$457K +$5.36K +51 +1%
CWM
1967
Circle Wealth Management
New Jersey
$456K +$10.1K +96 +2%
AC
1968
Avestar Capital
New York
$455K +$1.26K +12 +0.3%
AWM
1969
Accurate Wealth Management
Florida
$451K +$74.7K +711 +17%
CPC
1970
Cookson Peirce & Co
Pennsylvania
$449K +$31.2K +297 +7%
SC
1971
Steph & Co
Wisconsin
$449K +$17.2K +164 +4%
HFS
1972
Heritage Financial Services
Massachusetts
$449K -$53.6K -510 -10%
AAG
1973
Armstrong Advisory Group
Massachusetts
$449K -$1.78K -17 -0.4%
IWP
1974
Invenio Wealth Partners
Florida
$448K -$735 -7 -0.2%
SFSG
1975
Sound Financial Strategies Group
Mississippi
$447K -$41.5K -395 -8%
77 78
79
80 81