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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
DW
2051
Domani Wealth
Pennsylvania
$380K – – –
SMG
2052
Spectrum Management Group
Indiana
$380K – – –
FM
2053
Foster & Motley
Ohio
$380K +$9.49K +89 +2%
SA
2054
Sicart Associates
New York
$376K – – –
RZH
2055
Relyea Zuckerberg Hanson
Connecticut
$376K +$74.7K +701 +22%
PP
2056
Paloma Partners
Connecticut
$374K +$210K +1,970 +104%
SC
2057
SRB Corp
Massachusetts
$374K +$411K +3,856 New
SIC
2058
Sigma Investment Counselors
Michigan
$373K – – –
DWM
2059
Dorchester Wealth Management
Quebec, Canada
$372K -$2.88K -27 -0.7%
PA
2060
Procyon Advisors
Connecticut
$371K +$3.09K +29 +0.8%
KPWG
2061
KFA Private Wealth Group
Virginia
$371K +$11.5K +108 +3%
FPA
2062
First Pacific Advisors
California
$370K – – –
VST
2063
Van Strum & Towne
California
$370K – – –
PFC
2064
Phocas Financial Corp
California
$369K – – –
FBT
2065
First Bank & Trust
South Dakota
$369K +$24.2K +227 +6%
WKSWA
2066
White Knight Strategic Wealth Advisors
New Jersey
$369K +$407K +3,815 New
MPW
2067
Monterey Private Wealth
California
$368K -$2.45K -23 -0.6%
SFS
2068
Strategic Financial Services
New York
$368K – – –
WA
2069
WealthTrust Axiom
Pennsylvania
$368K – – –
SFS
2070
Security Financial Services
Indiana
$367K -$10.1K -95 -2%
AIFAIM
2071
American Institute for Advanced Investment Management
Arizona
$367K – – –
BWG
2072
Beta Wealth Group
California
$367K +$21.3K +200 +6%
SFO
2073
Standard Family Office
South Dakota
$367K +$405K +3,796 New
CIM
2074
Contravisory Investment Management
Massachusetts
$365K -$12.6K -118 -3%
AWA
2075
Aaron Wealth Advisors
Illinois
$365K +$40.2K +377 +11%
81 82
83
84 85