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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
FPIS
2276
Financial Planning & Information Services
Wisconsin
$227K – – –
BWG
2277
Beta Wealth Group
California
$227K +$23.3K +200 +11%
FCFC
2278
First Citizens Financial Corp
Iowa
$226K -$9.91K -85 -4%
OCM
2279
One Capital Management
California
$226K +$228K +1,952 New
DA
2280
DSC Advisors
Illinois
$225K -$129K -1,108 -36%
IAS
2281
IMA Advisory Services
Colorado
$225K -$14.8K -127 -6%
LF
2282
LifeSteps Financial
California
$225K -$8.16K -70 -3%
OCM
2283
Osterweis Capital Management
California
$225K – – –
TLP
2284
Trinity Legacy Partners
Texas
$224K – – –
FFM
2285
Fullerton Fund Management
Singapore
$223K -$141K -1,211 -39%
JWA
2286
JFS Wealth Advisors
Pennsylvania
$223K – – –
FVWA
2287
Foster Victor Wealth Advisors
South Carolina
$223K +$4.2K +36 +2%
FPTW
2288
Franklin, Parlapiano, Turner & Welch
Texas
$222K -$117 -1 -0.1%
PIM
2289
Progressive Investment Management
Oregon
$222K – – –
HFS
2290
Howard Financial Services
Texas
$222K +$11.2K +96 +5%
EWF
2291
Epstein & White Financial
California
$220K – – –
MKA
2292
M. Kulyk & Associates
Georgia
$220K – – –
ARS
2293
Adirondack Retirement Specialists
New York
$218K -$5.88M -50,415 -96%
LA
2294
Latitude Advisors
Florida
$218K -$10K -86 -4%
BWM
2295
Biltmore Wealth Management
Arizona
$218K -$1.51K -13 -0.7%
AFG
2296
Albion Financial Group
Utah
$218K +$219K +1,882 New
FSC
2297
Full Sail Capital
Oklahoma
$217K -$8.63K -74 -4%
LWP
2298
Legacy Wealth Planning
Nevada
$217K +$218K +1,874 New
EGM
2299
Engineers Gate Manager
New York
$216K -$3.54M -30,350 -94%
CWM
2300
CCG Wealth Management
California
$216K -$14.9K -128 -6%
90 91
92
93 94