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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
EIP
2101
Ellis Investment Partners
Pennsylvania
$438K -$18.4K -174 -4%
GWM
2102
GDS Wealth Management
Texas
$438K -$23.2K -219 -5%
HWM
2103
HighMark Wealth Management
Minnesota
$437K – – –
CCG
2104
Catalina Capital Group
California
$437K -$26.3K -248 -6%
RWM
2105
Revisor Wealth Management
Ohio
$437K -$310K -2,920 -41%
UC
2106
Unio Capital
New Jersey
$436K – – –
OMC
2107
Overbrook Management Corp
New York
$435K – – –
AFC
2108
AFT Forsyth & Company
Florida
$435K – – –
CPP
2109
Capasso Planning Partners
South Carolina
$433K -$20.1K -190 -4%
CPC
2110
Congress Park Capital
New York
$432K – – –
CWM
2111
Circle Wealth Management
New Jersey
$432K -$131K -1,234 -23%
AIM
2112
Alhambra Investment Management
Florida
$432K -$21.4K -202 -5%
HR
2113
Hardy Reed
Mississippi
$432K +$441K +4,156 New
OPTFSNA
2114
Old Point Trust & Financial Services N A
Virginia
$432K – – –
MCCA
2115
Mill Creek Capital Advisors
Pennsylvania
$429K +$20.6K +194 +5%
CL
2116
COWA LLC
Oklahoma
$427K – – –
DWM
2117
Dorchester Wealth Management
Quebec, Canada
$427K -$170K -1,600 -28%
DM
2118
Deerfield Management
New York
$426K +$435K +4,101 New
ML
2119
Mayport LLC
Massachusetts
$426K – – –
PRC
2120
Pearl River Capital
Michigan
$426K -$1.51M -14,272 -78%
SGK
2121
Steigerwald Gordon & Koch
Virginia
$426K +$3.08K +29 +0.7%
FA
2122
Financial Advisors
Massachusetts
$426K – – –
CAGAS
2123
Capital Advisory Group Advisory Services
Minnesota
$425K -$4.24K -40 -1%
MLA
2124
My Legacy Advisors
Oregon
$425K -$106 -1 -0%
TIM
2125
Tevis Investment Management
Texas
$424K -$115K -1,083 -21%
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85
86 87