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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
2451
Deltec Asset Management
New York
$281K – – –
MIM
2452
Merrion Investment Management
New Jersey
$281K – – –
WCM
2453
Wisconsin Capital Management
Wisconsin
$281K – – –
CPSC
2454
Carl P. Sherr & Co
Massachusetts
$281K +$255K +1,996 New
SFCL
2455
Strengthening Families & Communities LLC
Massachusetts
$281K +$256K +1,999 New
CI
2456
Carroll Investors
South Carolina
$281K +$256K +2,000 New
TWM
2457
Tanager Wealth Management
United Kingdom
$281K +$256K +2,000 New
ANB
2458
Amarillo National Bank
Texas
$280K – – –
GWS
2459
Glassman Wealth Services
Virginia
$279K +$37.9K +296 +18%
PWA
2460
Peterson Wealth Advisors
Utah
$278K +$253K +1,978 New
RWA
2461
River Wealth Advisors
Pennsylvania
$277K +$21.6K +169 +9%
PAIM
2462
Punch & Associates Investment Management
Minnesota
$276K – – –
YWS
2463
Yarger Wealth Strategies
Ohio
$276K +$251K +1,960 New
FMP
2464
Financial Management Professionals
Texas
$275K -$7.55K -59 -3%
AWA
2465
AmeriServ Wealth Advisors
Pennsylvania
$275K – – –
PFG
2466
Pinnacle Financial Group
Illinois
$274K +$249K +1,947 New
RFN
2467
RDA Financial Network
Iowa
$273K -$80.6K -630 -25%
FFG
2468
Frisch Financial Group
New York
$273K -$24.8K -194 -9%
IAS
2469
IMA Advisory Services
Colorado
$273K – – –
LF
2470
LifeSteps Financial
California
$273K – – –
GPFA
2471
Game Plan Financial Advisors
Ohio
$272K -$16.3K -127 -6%
WAG
2472
Winthrop Advisory Group
Massachusetts
$270K -$2.99M -23,336 -92%
HCM
2473
Hollencrest Capital Management
California
$270K -$205K -1,599 -45%
FPTW
2474
Franklin, Parlapiano, Turner & Welch
Texas
$270K – – –
RCA
2475
Riverview Capital Advisers
Massachusetts
$267K +$243K +1,900 New
97 98
99
100 101