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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
CPSC
2101
Carl P. Sherr & Co
Massachusetts
$241K -$60.8K -599 -21%
PIMG
2102
Patriot Investment Management Group
Tennessee
$241K +$4.36K +43 +2%
SWM
2103
Segment Wealth Management
Texas
$241K +$225K +2,213 New
HCM
2104
Hutchinson Capital Management
California
$239K – – –
LF
2105
LifeSteps Financial
California
$238K +$222K +2,191 New
RW
2106
REDW Wealth
New Mexico
$237K -$1.32K -13 -0.6%
VRM
2107
Vectors Research Management
New York
$236K – – –
AL
2108
AJO LP
Pennsylvania
$235K -$1.62M -15,943 -88%
HCM
2109
Hilton Capital Management
New York
$235K +$219K +2,160 New
FSA
2110
Fort Sheridan Advisors
Illinois
$233K -$31.1K -307 -13%
DI
2111
DFPG Investments
Utah
$233K -$22.1K -218 -9%
LD
2112
Lipe & Dalton
New York
$232K – – –
PWP
2113
Personal Wealth Partners
Minnesota
$232K +$216K +2,128 New
PG
2114
Pendal Group
Australia
$232K +$216K +2,129 New
CFA
2115
Capstone Financial Advisors
Illinois
$231K -$10.1K -100 -4%
DOA
2116
D'Orazio & Associates
Virginia
$231K -$507 -5 -0.2%
BFC
2117
Bedel Financial Consulting
Indiana
$230K +$24.2K +239 +13%
AIA
2118
Angeles Investment Advisors
California
$230K +$214K +2,113 New
RZH
2119
Relyea Zuckerberg Hanson
Connecticut
$230K +$217K +2,139 New
AA
2120
Advisory Alpha
Michigan
$229K -$140K -1,384 -39%
BWM
2121
Buckley Wealth Management
Nevada
$229K -$20.3K -200 -9%
FMT
2122
First Mercantile Trust
Tennessee
$229K +$212K +2,090 New
5L
2123
55I LLC
Massachusetts
$229K +$213K +2,100 New
KCM
2124
Kathmere Capital Management
Pennsylvania
$229K +$213K +2,101 New
CCB
2125
Cutter & Co Brokerage
Missouri
$229K +$213K +2,103 New
83 84
85
86 87