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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
KPWG
2076
KFA Private Wealth Group
Virginia
$356K +$33.3K +306 +10%
WAAG
2077
Wealth Alliance Advisory Group
Kansas
$356K +$48K +442 +16%
OTPPB
2078
Ontario Teachers' Pension Plan Board
Ontario, Canada
$355K -$728K -6,696 -67%
AAMA
2079
Advanced Asset Management Advisors
Ohio
$354K -$163K -1,499 -32%
HWM
2080
Hemington Wealth Management
Virginia
$354K +$352K +3,236 New
RI
2081
Ridgewood Investments
New Jersey
$353K – – –
DPI
2082
Diversified Portfolios Inc
Michigan
$352K – – –
WP
2083
WealthShield Partners
North Carolina
$351K -$12.8K -118 -4%
PWMG
2084
Prestige Wealth Management Group
New Jersey
$349K +$32.2K +296 +10%
SWA
2085
Sax Wealth Advisors
New Jersey
$348K +$346K +3,180 New
CAM
2086
Concorde Asset Management
Michigan
$347K +$351K +3,228 New
PWAC
2087
Private Wealth Advisors (California)
California
$346K +$761 +7 +0.2%
MW
2088
MBL Wealth
North Carolina
$344K +$341K +3,140 New
ARM
2089
Adirondack Research & Management
New York
$342K – – –
BA
2090
Ballast Advisors
Minnesota
$341K – – –
FMT
2091
First Mercantile Trust
Tennessee
$341K +$111K +1,020 +49%
CSA
2092
Cottage Street Advisors
Massachusetts
$339K – – –
SOAMC
2093
Spirit of America Management Corp
New York
$339K – – –
CSWG
2094
Cardinal Strategic Wealth Guidance
Kentucky
$338K -$5.11K -47 -1%
HHGA
2095
Halbert Hargrove Global Advisors
California
$338K -$543 -5 -0.2%
PCA
2096
Peddock Capital Advisors
Massachusetts
$337K – – –
BWA
2097
Burt Wealth Advisors
Maryland
$336K – – –
APG
2098
Abacus Planning Group
South Carolina
$335K -$6.85K -63 -2%
WRM
2099
Weybosset Research & Management
Rhode Island
$334K -$32.6K -300 -9%
PAS
2100
Professional Advisory Services
Florida
$334K – – –
82 83
84
85 86