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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
LDFR
2126
Lehman & Derafelo Financial Resources
Pennsylvania
$229K +$214K +2,106 New
WAM
2127
Wolverine Asset Management
Illinois
$228K +$211K +2,077 +8,654%
OCM
2128
Osterweis Capital Management
California
$227K +$212K +2,085 New
TFCP
2129
Twin Focus Capital Partners
Massachusetts
$227K +$212K +2,090 New
LTI
2130
Laffer Tengler Investments
Tennessee
$226K – – –
FM
2131
Family Management
New York
$226K -$159K -1,567 -43%
GWM
2132
Gray Wealth Management
Maine
$222K +$207K +2,045 New
CMBA
2133
C.M. Bidwell & Associates
Hawaii
$221K -$99.5K -981 -33%
AO
2134
Advisor OS
Illinois
$221K +$205K +2,022 New
DA
2135
DSC Advisors
Illinois
$221K +$206K +2,027 New
SW
2136
SkyOak Wealth
Michigan
$221K +$206K +2,033 New
HWA
2137
HHM Wealth Advisors
Tennessee
$219K – – –
AWM
2138
Affinity Wealth Management
Delaware
$218K -$913 -9 -0.4%
B
2139
Bellecapital
Switzerland
$218K +$203K +2,000 New
KJHP
2140
K.J. Harrison & Partners
Ontario, Canada
$218K +$203K +2,000 New
WCM
2141
Wisconsin Capital Management
Wisconsin
$218K +$203K +2,000 New
TCA
2142
Transcend Capital Advisors
New Jersey
$218K +$203K +2,005 New
WCM
2143
Windsor Capital Management
Arizona
$218K +$203K +2,005 New
ANB
2144
Amarillo National Bank
Texas
$217K +$202K +1,990 New
MHR
2145
Matthew Hamilton Rosenberg
$215K – – –
WQ
2146
Wealth Quarterback
New Jersey
$215K – – –
MIC
2147
Meridian Investment Counsel
California
$215K +$200K +1,971 New
PAIM
2148
Punch & Associates Investment Management
Minnesota
$215K +$200K +1,973 New
TIA
2149
Traphagen Investment Advisors
New Jersey
$214K +$200K +1,970 New
BCWM
2150
Blue Chip Wealth Management
Florida
$214K +$200K +1,968 New
84 85
86
87 88