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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
2251
Alera Investment Advisors
Illinois
$401K -$95.7K -748 -21%
PCM
2252
Palisade Capital Management
New Jersey
$401K – – –
RDWM
2253
Red Door Wealth Management
Tennessee
$398K +$12.8K +100 +4%
BCM
2254
Bluefin Capital Management
New York
$397K -$755K -5,900 -68%
NIM
2255
Nexus Investment Management
Ontario, Canada
$394K – – –
SJL
2256
Shayne & Jacobs LLC
Tennessee
$394K – – –
CAL
2257
Capital Advisors Ltd
Ohio
$391K +$17.5K +137 +5%
BCM
2258
BTC Capital Management
Iowa
$390K – – –
RPGK
2259
Retirement Planning Group (Kansas)
Kansas
$390K +$15.1K +118 +4%
CFS
2260
CRA Financial Services
New Jersey
$389K +$128 +1 +0%
AFAS
2261
Acorn Financial Advisory Services
Virginia
$389K +$6.02K +47 +2%
KWM
2262
Kaydan Wealth Management
Michigan
$388K +$353K +2,757 New
MWM
2263
Madison Wealth Management
Ohio
$387K – – –
DI
2264
DFPG Investments
Utah
$386K -$32K -250 -7%
CWS
2265
Cypress Wealth Services
California
$386K +$128 +1 +0%
DT
2266
Daniels + Tansey
Delaware
$385K -$2.82K -22 -0.8%
DDPIC
2267
Deroy & Devereaux Private Investment Counsel
Michigan
$385K – – –
MPM
2268
Meritage Portfolio Management
Kansas
$385K +$384 +3 +0.1%
TA
2269
TruWealth Advisors
Louisiana
$385K +$3.07K +24 +0.9%
RZH
2270
Relyea Zuckerberg Hanson
Connecticut
$385K +$42K +328 +12%
LNWTC
2271
Laird Norton Wetherby Trust Company
Washington
$384K +$54.1K +423 +18%
WGAM
2272
Wilkinson Global Asset Management
New York
$384K +$75.5K +590 +28%
OPTFSNA
2273
Old Point Trust & Financial Services N A
Virginia
$382K – – –
BS
2274
Bessemer Securities
New York
$382K +$32.6K +255 +10%
GLLW
2275
Graves Light Lenhart Wealth
Virginia
$382K +$38.1K +298 +12%
89 90
91
92 93