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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
4WM
2301
44 Wealth Management
Oregon
$229K -$12.7K -103 -5%
IAS
2302
IMA Advisory Services
Colorado
$229K – – –
LF
2303
LifeSteps Financial
California
$229K – – –
OTPPB
2304
Ontario Teachers' Pension Plan Board
Ontario, Canada
$229K +$238K +1,936 New
FPTW
2305
Franklin, Parlapiano, Turner & Welch
Texas
$227K – – –
RIG
2306
Roosevelt Investment Group
New York
$226K -$59.5K -484 -20%
PIA
2307
Pinion Investment Advisors
Kansas
$226K +$8.48K +69 +4%
BONST
2308
Bank of Nova Scotia Trust
Ontario, Canada
$224K -$246K -2,004 -51%
MKA
2309
M. Kulyk & Associates
Georgia
$224K – – –
ZCA
2310
Zeke Capital Advisors
Pennsylvania
$224K +$233K +1,896 New
BWM
2311
Biltmore Wealth Management
Arizona
$223K +$737 +6 +0.3%
AFG
2312
Albion Financial Group
Utah
$222K – – –
IAP
2313
Indie Asset Partners
Indiana
$222K +$3.69K +30 +2%
LWP
2314
Legacy Wealth Planning
Nevada
$221K – – –
PWM
2315
Prentice Wealth Management
New York
$221K +$1.35K +11 +0.6%
NC
2316
NewSquare Capital
Pennsylvania
$221K +$54.7K +445 +31%
FPWM
2317
FSB Premier Wealth Management
Iowa
$220K -$19.5K -159 -8%
CWM
2318
CCG Wealth Management
California
$220K – – –
CTI
2319
Community Trust & Investment
Kentucky
$220K +$229K +1,865 New
AC
2320
Addison Capital
Pennsylvania
$219K – – –
AA
2321
Altman Advisors
Illinois
$219K – – –
MIM
2322
Meridiem Investment Management
United Kingdom
$219K – – –
YMRC
2323
Yorktown Management & Research Company
Virginia
$219K – – –
SCA
2324
Strategic Capital Advisers
Colorado
$219K +$228K +1,855 New
FCFC
2325
First Citizens Financial Corp
Iowa
$218K -$12.3K -100 -5%
91 92
93
94 95