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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
WKSWA
2076
White Knight Strategic Wealth Advisors
New Jersey
$428K +$8.28K +80 +2%
GFS
2077
GYL Financial Synergies
Connecticut
$427K +$50.8K +491 +14%
KPWG
2078
KFA Private Wealth Group
Virginia
$425K +$3.62K +35 +0.9%
HI
2079
Humankind Investments
New York
$423K +$23.5K +227 +6%
VPP
2080
Vertex Planning Partners
Illinois
$423K +$399K +3,851 New
SFS
2081
Strategic Financial Services
New York
$422K +$4.14K +40 +1%
SWM
2082
Segment Wealth Management
Texas
$422K -$25.9K -250 -6%
CCM
2083
Crew Capital Management
Ohio
$421K -$58.6K -566 -13%
VST
2084
Van Strum & Towne
California
$420K – – –
WA
2085
WealthTrust Axiom
Pennsylvania
$419K – – –
AFP
2086
Ausdal Financial Partners
Iowa
$419K -$36.7K -354 -8%
OCBCO
2087
Oversea-Chinese Banking Corp (OCBC)
Singapore
$418K +$394K +3,809 New
SPA
2088
Sherbrooke Park Advisers
New York
$417K +$393K +3,800 New
SFS
2089
Security Financial Services
Indiana
$417K – – –
AA
2090
Addison Advisors
Vermont
$416K -$127K -1,229 -24%
FL
2091
Fort LP
Maryland
$416K -$78.5K -758 -17%
GKWIM
2092
Gerber Kawasaki Wealth & Investment Management
California
$416K +$146K +1,414 +59%
SIC
2093
Sigma Investment Counselors
Michigan
$415K -$7.77K -75 -2%
RWA
2094
River Wealth Advisors
Pennsylvania
$413K +$3.62K +35 +0.9%
CWM
2095
CCG Wealth Management
California
$413K +$16.9K +163 +5%
FBT
2096
First Bank & Trust
South Dakota
$413K -$5.38K -52 -1%
CFO
2097
Collective Family Office
Pennsylvania
$413K +$171K +1,656 +79%
GC
2098
GFG Capital
Florida
$411K -$234K -2,263 -38%
MA
2099
MCF Advisors
Kentucky
$411K +$9.53K +92 +3%
TF
2100
Theory Financial
Colorado
$411K +$387K +3,741 New
82 83
84
85 86