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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
2151
Cypress Wealth Services
California
$375K +$9.11K +88 +3%
BW
2152
Basepoint Wealth
Iowa
$374K +$311 +3 +0.1%
LCS
2153
Levin Capital Strategies
New York
$373K – – –
SFM
2154
Systematic Financial Management
New Jersey
$373K – – –
DOA
2155
D'Orazio & Associates
Virginia
$371K -$11.5K -111 -3%
KWM
2156
KFG Wealth Management
Indiana
$369K +$348K +3,361 New
CIC
2157
Cutler Investment Counsel
Oregon
$369K -$126K -1,217 -27%
AFPL
2158
Advus Financial Partners, LLC
Florida
$369K +$26.4K +255 +8%
AP
2159
Atwood & Palmer
Missouri
$368K -$31.1K -300 -8%
CFG
2160
Carr Financial Group
Massachusetts
$368K +$347K +3,349 New
GCAC
2161
Guardian Capital Advisors (Canada)
Ontario, Canada
$367K +$15.5K +150 +5%
DW
2162
Domani Wealth
Pennsylvania
$367K -$60.1K -580 -15%
CFA
2163
Capstone Financial Advisors
Illinois
$367K +$2.9K +28 +0.8%
AGC
2164
Aspen Grove Capital
Colorado
$365K +$345K +3,329 New
MCP
2165
Mirador Capital Partners
California
$365K +$311 +3 +0.1%
BBI
2166
Baxter Bros Inc
Connecticut
$365K – – –
CC
2167
Cipher Capital
New York
$363K -$206K -1,992 -38%
FAG
2168
Financial Advisory Group
Texas
$362K – – –
TCBWMS
2169
Texas Capital Bank Wealth Management Services
Texas
$362K -$27.1K -262 -7%
IAA
2170
Independent Advisor Alliance
North Carolina
$362K -$840K -8,109 -7%
MIA
2171
MainStreet Investment Advisors
Illinois
$362K -$69.5K -671 -17%
NIM
2172
Nexus Investment Management
Ontario, Canada
$361K +$341K +3,290 New
GAM
2173
Grandview Asset Management
Pennsylvania
$361K -$26.8K -259 -7%
SAA
2174
Southeast Asset Advisors
Georgia
$361K +$25.1K +242 +8%
SIA
2175
Sage Investment Advisers
New York
$361K +$50.4K +487 +17%
85 86
87
88 89