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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1951
Prentice Wealth Management
New York
$724K -$34.9K -265 -5%
4A
1952
4Wealth Advisors
Illinois
$723K -$4.88K -37 -0.7%
RC
1953
Rexford Capital
Texas
$723K +$701K +5,315 New
CPA
1954
Court Place Advisors
Maryland
$723K -$6.59K -50 -0.9%
KCM
1955
Kathmere Capital Management
Pennsylvania
$721K +$96.1K +729 +16%
LF
1956
Lantz Financial
Illinois
$721K -$6.99K -53 -1%
TGAM
1957
TBH Global Asset Management
Tennessee
$719K -$36.4K -276 -5%
TCWM
1958
Total Clarity Wealth Management
Illinois
$718K +$126K +959 +22%
KWM
1959
KFG Wealth Management
Indiana
$718K +$343K +2,602 +97%
OAM
1960
Oxford Asset Management
United Kingdom
$717K +$695K +5,268 New
GJWM
1961
Gilliland Jeter Wealth Management
Arkansas
$713K -$19K -144 -3%
PFS
1962
Physicians Financial Services
North Carolina
$713K -$6.59K -50 -0.9%
FWP
1963
FAS Wealth Partners
Kansas
$710K -$14.6K -111 -2%
CSB
1964
City State Bank
Iowa
$709K – – –
TPWA
1965
TRUE Private Wealth Advisors
Oregon
$708K +$124K +941 +22%
CIA
1966
Compass Ion Advisors
Pennsylvania
$708K +$3.43K +26 +0.5%
SAMT
1967
Select Asset Management & Trust
Pennsylvania
$707K – – –
AWP
1968
Abacus Wealth Partners
California
$705K +$41.4K +314 +6%
VST
1969
Van Strum & Towne
California
$704K – – –
CB
1970
CNB Bank
Pennsylvania
$701K -$154K -1,168 -18%
JIC
1971
Joel Isaacson & Co
New York
$700K +$140K +1,058 +26%
CWP
1972
CFM Wealth Partners
Texas
$700K – – –
MSE
1973
MUFG Securities EMEA
United Kingdom
$699K +$678K +5,141 New
CFS
1974
CRA Financial Services
New Jersey
$698K +$21.8K +165 +3%
RCA
1975
Ranch Capital Advisors
Florida
$698K +$132 +1 +0%
77 78
79
80 81