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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
AIFAIM
2051
American Institute for Advanced Investment Management
Arizona
$440K +$22.3K +215 +6%
WAM
2052
Westport Asset Management
Connecticut
$439K -$104K -1,000 -20%
SRC
2053
Stone Run Capital
New York
$439K – – –
SDIC
2054
South Dakota Investment Council
South Dakota
$439K – – –
CWM
2055
Cranbrook Wealth Management
Michigan
$438K – – –
CPP
2056
Capasso Planning Partners
South Carolina
$437K -$4.14K -40 -1%
ISB
2057
Iowa State Bank
Iowa
$437K -$15.2K -147 -4%
CAGAS
2058
Capital Advisory Group Advisory Services
Minnesota
$437K – – –
PP
2059
Paloma Partners
Connecticut
$436K +$10.1K +98 +3%
KW
2060
KWB Wealth
California
$436K +$1.03K +10 +0.3%
QC
2061
Quent Capital
New York
$435K -$21.2K -205 -5%
PCM
2062
Pointe Capital Management
Michigan
$435K -$46.4K -448 -10%
IP
2063
Ignite Planners
California
$435K +$38K +367 +10%
KIA
2064
KLR Investment Advisors
Rhode Island
$434K +$409K +3,952 New
CWM
2065
Centric Wealth Management
Illinois
$434K -$30.4K -294 -7%
WP
2066
WealthShield Partners
North Carolina
$433K -$10.4K -100 -2%
RDWM
2067
Red Door Wealth Management
Tennessee
$432K +$43K +415 +12%
IF
2068
IRON Financial
Illinois
$432K -$7.77K -75 -2%
SIA
2069
Schear Investment Advisers
Ohio
$432K +$407K +3,933 New
AIM
2070
Acropolis Investment Management
Missouri
$430K -$1.76K -17 -0.4%
BF
2071
Brogan Financial
Tennessee
$430K +$405K +3,915 New
BI
2072
Ballast Inc
Kentucky
$429K -$17.7K -171 -4%
BFA
2073
Buttonwood Financial Advisors
Maryland
$429K – – –
RIP
2074
RAM Investment Partners
Washington
$429K +$405K +3,910 New
MW
2075
MBL Wealth
North Carolina
$429K +$404K +3,905 New
81 82
83
84 85