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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
2051
Security Financial Services
Indiana
$423K -$3.41K -30 -0.8%
ML
2052
Mayport LLC
Massachusetts
$422K +$25.6K +225 +6%
DWM
2053
Dorchester Wealth Management
Quebec, Canada
$421K +$18.2K +160 +4%
SIC
2054
Sigma Investment Counselors
Michigan
$419K +$114 +1 +0%
KW
2055
KWB Wealth
California
$418K +$55.4K +488 +15%
FM
2056
Foster & Motley
Ohio
$417K -$10.9K -96 -2%
VLKIM
2057
Van Lanschot Kempen Investment Management
Netherlands
$417K +$13.3K +117 +3%
AP
2058
Atwood & Palmer
Missouri
$417K +$19.2K +169 +5%
FPA
2059
First Pacific Advisors
California
$416K – – –
VST
2060
Van Strum & Towne
California
$416K – – –
PFWA
2061
Paces Ferry Wealth Advisors
Georgia
$415K +$8.86K +78 +2%
PFC
2062
Phocas Financial Corp
California
$414K – – –
WA
2063
WealthTrust Axiom
Pennsylvania
$414K – – –
SFS
2064
Strategic Financial Services
New York
$414K +$70.5K +621 +19%
PA
2065
Procyon Advisors
Connecticut
$413K -$44.4K -391 -9%
EC
2066
Enhancing Capital
Pennsylvania
$413K – – –
FAG
2067
Financial Advisory Group
Texas
$413K +$227 +2 +0.1%
AIFAIM
2068
American Institute for Advanced Investment Management
Arizona
$412K – – –
CAMG
2069
CWA Asset Management Group
Florida
$411K -$72.6K -639 -14%
CRCM
2070
Corbett Road Capital Management
Virginia
$411K -$19K -167 -4%
MPW
2071
Monterey Private Wealth
California
$409K +$15.8K +139 +4%
KP
2072
Keel Point
Alabama
$409K +$68.5K +603 +19%
AWM
2073
Affinity Wealth Management
Delaware
$408K -$3.12M -27,471 -88%
DTL
2074
Dynamic Technology Lab
Singapore
$408K -$1.1M -9,695 -72%
RWA
2075
River Wealth Advisors
Pennsylvania
$407K +$193K +1,700 +83%
81 82
83
84 85