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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
VFPI
2301
Vantage Financial Partners (Illinois)
Illinois
$230K +$240K +1,950 New
4WM
2302
44 Wealth Management
Oregon
$229K -$12.7K -103 -5%
IAS
2303
IMA Advisory Services
Colorado
$229K – – –
LF
2304
LifeSteps Financial
California
$229K – – –
OTPPB
2305
Ontario Teachers' Pension Plan Board
Ontario, Canada
$229K +$238K +1,936 New
FPTW
2306
Franklin, Parlapiano, Turner & Welch
Texas
$227K – – –
RIG
2307
Roosevelt Investment Group
New York
$226K -$59.5K -484 -20%
PIA
2308
Pinion Investment Advisors
Kansas
$226K +$8.48K +69 +4%
BONST
2309
Bank of Nova Scotia Trust
Ontario, Canada
$224K -$246K -2,004 -51%
MKA
2310
M. Kulyk & Associates
Georgia
$224K – – –
ZCA
2311
Zeke Capital Advisors
Pennsylvania
$224K +$233K +1,896 New
BWM
2312
Biltmore Wealth Management
Arizona
$223K +$737 +6 +0.3%
AFG
2313
Albion Financial Group
Utah
$222K – – –
IAP
2314
Indie Asset Partners
Indiana
$222K +$3.69K +30 +2%
LWP
2315
Legacy Wealth Planning
Nevada
$221K – – –
PWM
2316
Prentice Wealth Management
New York
$221K +$1.35K +11 +0.6%
NC
2317
NewSquare Capital
Pennsylvania
$221K +$54.7K +445 +31%
FPWM
2318
FSB Premier Wealth Management
Iowa
$220K -$19.5K -159 -8%
CWM
2319
CCG Wealth Management
California
$220K – – –
CTI
2320
Community Trust & Investment
Kentucky
$220K +$229K +1,865 New
AC
2321
Addison Capital
Pennsylvania
$219K – – –
AA
2322
Altman Advisors
Illinois
$219K – – –
MIM
2323
Meridiem Investment Management
United Kingdom
$219K – – –
YMRC
2324
Yorktown Management & Research Company
Virginia
$219K – – –
SCA
2325
Strategic Capital Advisers
Colorado
$219K +$228K +1,855 New
91 92
93
94 95