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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2251
CGN Advisors
Kansas
$260K – – –
SIS
2252
Sound Income Strategies
Florida
$260K +$84.8K +716 +49%
HCM
2253
Hilton Capital Management
New York
$259K – – –
TAIM
2254
TD Ameritrade Investment Management
Nebraska
$259K – – –
ME
2255
McIlrath & Eck
Washington
$259K +$4.74K +40 +2%
I
2256
INVST
Indiana
$259K +$23.3K +197 +10%
AWA
2257
Aaron Wealth Advisors
Illinois
$258K +$3.91K +33 +2%
IF
2258
Intrua Financial
Texas
$258K +$33.2K +280 +15%
KOC
2259
Koss-Olinger Consulting
Florida
$258K +$255K +2,153 New
HA
2260
HYA Advisors
Missouri
$258K +$256K +2,157 New
WGAM
2261
Wilkinson Global Asset Management
New York
$257K +$254K +2,141 New
AA
2262
Advisory Alpha
Michigan
$255K -$67.4K -569 -21%
RW
2263
REDW Wealth
New Mexico
$255K -$23.7K -200 -9%
ACM
2264
Ashford Capital Management
Delaware
$255K – – –
PWP
2265
Personal Wealth Partners
Minnesota
$255K – – –
DOA
2266
D'Orazio & Associates
Virginia
$255K +$118 +1 +0%
LFG
2267
Lazard Frères Gestion
France
$254K +$71.1K +600 +32%
BWP
2268
Bernardo Wealth Planning
Pennsylvania
$253K -$477K -4,030 -66%
AIA
2269
Angeles Investment Advisors
California
$253K – – –
PWM
2270
PRW Wealth Management
Massachusetts
$252K -$35.3K -298 -12%
KCM
2271
Kathmere Capital Management
Pennsylvania
$252K -$6.75K -57 -3%
BWM
2272
Buckley Wealth Management
Nevada
$252K – – –
LDFR
2273
Lehman & Derafelo Financial Resources
Pennsylvania
$252K – – –
TIA
2274
Traphagen Investment Advisors
New Jersey
$252K +$17.8K +150 +8%
FM
2275
Family Management
New York
$251K -$14.6K -123 -6%
89 90
91
92 93