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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
VFPI
2401
Vantage Financial Partners (Illinois)
Illinois
$211K – – –
TFA
2402
Triad Financial Advisors
North Carolina
$211K +$2.13K +20 +0.9%
AA
2403
Auxano Advisors
Washington
$211K +$26.9K +252 +13%
SFP
2404
Shepherd Financial Partners
Massachusetts
$211K +$232K +2,176 New
MSA
2405
Marino Stram & Associates
Massachusetts
$210K -$205K -1,927 -47%
DT
2406
Daniels + Tansey
Delaware
$209K – – –
HCM
2407
Hilton Capital Management
New York
$209K – – –
TWM
2408
Tolleson Wealth Management
Texas
$209K – – –
LWM
2409
Laidlaw Wealth Management
New York
$209K +$231K +2,163 New
AFS
2410
Axiom Financial Strategies
Indiana
$208K -$533 -5 -0.2%
DA
2411
Detalus Advisors
Missouri
$208K – – –
TI
2412
Truepoint Inc
Ohio
$208K – – –
RIM
2413
Rockbridge Investment Management
New York
$207K -$22.6K -212 -9%
AWC
2414
Abundance Wealth Counselors
Pennsylvania
$206K +$4.9K +46 +2%
BLC
2415
Brown, Lisle/Cummings
Rhode Island
$205K – – –
TA
2416
Townsend & Associates
Colorado
$205K +$16.1K +151 +8%
JSL
2417
JT Stratford LLC
Georgia
$204K -$1.42M -13,313 -86%
SGCA
2418
Steel Grove Capital Advisors
Tennessee
$204K +$18.8K +176 +9%
CFO
2419
Collective Family Office
Pennsylvania
$203K -$5.22K -49 -2%
WAAG
2420
Wealth Alliance Advisory Group
Kansas
$203K -$2.13K -20 -0.9%
DAC
2421
Dividend Assets Capital
South Carolina
$203K -$959 -9 -0.4%
SFG
2422
Sather Financial Group
Texas
$202K -$69.3K -650 -24%
GWM
2423
Gray Wealth Management
Maine
$202K -$2.24K -21 -1%
NJBEST
2424
New Jersey Better Educational Savings Trust
New Jersey
$202K – – –
WA
2425
Waddell & Associates
Tennessee
$202K +$320 +3 +0.1%
95 96
97
98 99