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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
2301
Meridian Wealth Partners
Pennsylvania
$386K +$10.5K +91 +3%
DG
2302
DMC Group
Alabama
$385K -$74.5K -645 -16%
VAG
2303
VisionPoint Advisory Group
Texas
$385K -$10.4K -90 -3%
AF
2304
Apexium Financial
Texas
$385K +$91.6K +793 +30%
1IA
2305
1620 Investment Advisors
Massachusetts
$385K -$36.1K -312 -8%
SFM
2306
Systematic Financial Management
New Jersey
$385K – – –
OWA
2307
One Wealth Advisors
California
$384K -$86.3K -747 -18%
SL
2308
Salomon & Ludwin
Virginia
$382K -$347 -3 -0.1%
MPW
2309
Monterey Private Wealth
California
$380K +$1.5K +13 +0.4%
LI
2310
LRI Investments
Florida
$379K +$10.2K +88 +3%
PBK
2311
Peoples Bank (Kansas)
Kansas
$379K -$10.2K -88 -3%
ACS
2312
Archford Capital Strategies
Illinois
$379K -$13.3K -115 -3%
CIG
2313
Cascade Investment Group
Colorado
$378K +$92.7K +802 +32%
SPWM
2314
Spartan Planning & Wealth Management
North Carolina
$378K +$387K +3,345 New
AIM
2315
Arcadia Investment Management
Michigan
$377K -$146K -1,265 -28%
OIS
2316
Okabena Investment Services
Minnesota
$376K – – –
CPP
2317
Capasso Planning Partners
South Carolina
$376K -$98.5K -852 -20%
SF
2318
Slagle Financial
Illinois
$376K -$3K -26 -0.8%
CAM
2319
Congress Asset Management
Massachusetts
$375K -$57.7K -499 -13%
IAG
2320
Investment Advisory Group
Massachusetts
$375K +$31.7K +274 +9%
NRG
2321
Nemes Rush Group
Michigan
$374K +$76.3K +660 +25%
AA
2322
Apriem Advisors
California
$374K +$18.6K +161 +5%
SRC
2323
Stone Run Capital
New York
$373K – – –
CNTOF
2324
Canandaigua National Trust of Florida
New York
$373K +$6.82K +59 +2%
LSIA
2325
LaSalle St. Investment Advisors
Illinois
$373K +$43.6K +377 +13%
91 92
93
94 95