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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2201
Segment Wealth Management
Texas
$266K +$23K +212 +10%
LD
2202
Lipe & Dalton
New York
$266K +$32.6K +300 +14%
BFA
2203
Beacon Financial Advisory
Ohio
$265K +$49.6K +456 +23%
FFS
2204
Founders Financial Securities
Maryland
$265K +$263K +2,418 New
EIG
2205
Ellenbecker Investment Group
Wisconsin
$264K +$435 +4 +0.2%
FMN
2206
Financial Management Network
California
$264K +$254K +2,340 New
PWA
2207
Phoenix Wealth Advisors
North Carolina
$264K +$263K +2,415 New
PWM
2208
PRW Wealth Management
Massachusetts
$263K -$101K -933 -28%
HHAM
2209
HITE Hedge Asset Management
Massachusetts
$263K – – –
LIA
2210
LBMC Investment Advisors
Tennessee
$263K – – –
TWM
2211
Tolleson Wealth Management
Texas
$263K – – –
PI
2212
Parkside Investments
Illinois
$262K -$16.4K -151 -6%
DT
2213
Daniels + Tansey
Delaware
$262K +$250K +2,298 New
SHJ
2214
Sharkey, Howes & Javer
Colorado
$261K – – –
CYG
2215
Clean Yield Group
Vermont
$259K -$130K -1,200 -34%
TAIM
2216
TD Ameritrade Investment Management
Nebraska
$259K +$16.3K +150 +7%
FC
2217
Ferris Capital
Massachusetts
$258K +$4.24K +39 +2%
GPFA
2218
Game Plan Financial Advisors
Ohio
$258K +$257K +2,361 New
DI
2219
DFPG Investments
Utah
$257K +$15K +138 +6%
KP
2220
Keel Point
Alabama
$256K +$2.17K +20 +0.9%
SWIG
2221
Strategic Wealth Investment Group
Kentucky
$255K +$2.17K +20 +0.9%
RW
2222
REDW Wealth
New Mexico
$255K +$16.3K +150 +7%
AFAS
2223
Acorn Financial Advisory Services
Virginia
$255K +$253K +2,327 New
MS
2224
Maven Securities
Jersey
$255K +$253K +2,331 New
BI
2225
Berkeley Inc
Idaho
$255K +$253K +2,327 New
87 88
89
90 91