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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
2051
ARS Investment Partners
New York
$610K +$45.5K +357 +8%
PMFA
2052
Plante Moran Financial Advisors
Michigan
$609K +$139K +1,090 +29%
CFS
2053
CRA Financial Services
New Jersey
$606K -$81.2K -637 -12%
TC
2054
Trilogy Capital
California
$606K +$11.1K +87 +2%
MCM
2055
Magnolia Capital Management
New York
$605K – – –
WB
2056
West Bancorporation
Iowa
$604K +$11.3K +89 +2%
LSPW
2057
Lake Street Private Wealth
Illinois
$603K -$510 -4 -0.1%
PWM
2058
Pines Wealth Management
North Carolina
$602K -$11.8K -93 -2%
VWA
2059
Visionary Wealth Advisors
Illinois
$602K -$104K -816 -15%
PHAM
2060
Palisades Hudson Asset Management
Florida
$600K – – –
LF
2061
Lantz Financial
Illinois
$599K -$12.9K -101 -2%
FCA
2062
FLC Capital Advisors
California
$598K -$127 -1 -0%
PFG
2063
Putney Financial Group
California
$596K +$606K +4,756 New
IWM
2064
Integris Wealth Management
California
$596K – – –
SCP
2065
Sivia Capital Partners
California
$595K -$32.2K -253 -5%
NLWP
2066
Next Level Wealth Planning
Idaho
$595K +$605K +4,748 New
WC
2067
Wynn Capital
Georgia
$594K -$7.64K -60 -1%
BWA
2068
BCU Wealth Advisors
Illinois
$593K +$1.91K +15 +0.3%
MAA
2069
Mraz Amerine & Associates
California
$592K – – –
QP
2070
Quartz Partners
New York
$592K -$29.8K -234 -5%
TF
2071
Tudor Financial
Ohio
$590K +$127 +1 +0%
BLC
2072
Brown, Lisle/Cummings
Rhode Island
$590K +$76.4K +600 +15%
MCM
2073
Marathon Capital Management
Maryland
$590K -$6.37K -50 -1%
PCM
2074
Polymer Capital Management
New York
$589K +$599K +4,704 New
SP
2075
Stonebrook Private
Michigan
$588K -$23.9K -188 -4%
81 82
83
84 85