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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
MIC
2301
Meridian Investment Counsel
California
$236K – – –
PAIM
2302
Punch & Associates Investment Management
Minnesota
$236K – – –
PCIA
2303
Prime Capital Investment Advisors
Kansas
$236K +$118K +992 +101%
GIA
2304
Gladstone Institutional Advisory
Florida
$236K +$233K +1,965 New
CGH
2305
CMG Global Holdings
Texas
$236K +$233K +1,966 New
FPIS
2306
Financial Planning & Information Services
Wisconsin
$235K – – –
ANBT
2307
American National Bank & Trust
Texas
$235K +$3.2K +27 +1%
TLP
2308
Trinity Legacy Partners
Texas
$235K +$223K +1,886 New
4WM
2309
44 Wealth Management
Oregon
$234K -$198K -1,674 -46%
FSC
2310
Full Sail Capital
Oklahoma
$234K – – –
RW
2311
Rede Wealth
Virginia
$234K +$231K +1,949 New
PIA
2312
Perennial Investment Advisors
California
$234K +$231K +1,950 New
OCM
2313
Osterweis Capital Management
California
$232K -$17.2K -145 -7%
CBOR
2314
Community Bank of Raymore
Missouri
$232K – – –
HPIA
2315
Hamilton Point Investment Advisors
North Carolina
$232K – – –
FVWA
2316
Foster Victor Wealth Advisors
South Carolina
$232K +$224K +1,889 New
JWA
2317
JFS Wealth Advisors
Pennsylvania
$230K -$118K -999 -34%
FPTW
2318
Franklin, Parlapiano, Turner & Welch
Texas
$230K – – –
PIM
2319
Progressive Investment Management
Oregon
$230K – – –
MFG
2320
Menard Financial Group
Texas
$230K +$6.99K +59 +3%
LSC
2321
Lesa Sroufe & Co
Washington
$229K – – –
EWF
2322
Epstein & White Financial
California
$228K -$36.5K -308 -14%
MAG
2323
Mayfair Advisory Group
Alabama
$228K +$227K +1,915 New
BWM
2324
Biltmore Wealth Management
Arizona
$227K +$711 +6 +0.3%
CWP
2325
Concord Wealth Partners
Virginia
$227K +$14.5K +122 +7%
91 92
93
94 95