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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
2476
Apricus Wealth
South Carolina
$202K +$17K +150 +9%
AC
2477
Addison Capital
Pennsylvania
$201K – – –
FCFC
2478
First Citizens Financial Corp
Iowa
$201K – – –
PS
2479
Planned Solutions
California
$201K +$210K +1,846 New
LI
2480
Lafayette Investments
Maryland
$200K -$238K -2,100 -53%
PWA
2481
Phoenix Wealth Advisors
North Carolina
$200K -$1.36K -12 -0.6%
BWM
2482
BigSur Wealth Management
Florida
$200K – – –
WIC
2483
Whitegate Investment Counselors
New Hampshire
$200K – – –
KA
2484
Kozak & Associates
Colorado
$200K +$227 +2 +0.1%
TLFA
2485
True Link Financial Advisors
California
$200K +$15.1K +133 +8%
PTC
2486
Petrus Trust Company
Texas
$200K +$209K +1,844 New
SIS
2487
Sound Income Strategies
Florida
$199K +$27.3K +240 +15%
SSC
2488
Syverson Strege & Co
Iowa
$194K +$568 +5 +0.3%
GFPC
2489
Global Financial Private Client
Florida
$193K – – –
TCWA
2490
Ten Capital Wealth Advisors
Washington
$192K – – –
SWM
2491
Sugarloaf Wealth Management
Georgia
$191K – – –
LFG
2492
Larson Financial Group
Missouri
$191K +$11.7K +103 +6%
CFD
2493
Creative Financial Designs
Indiana
$188K -$44.6K -393 -19%
EIM
2494
Essex Investment Management
Massachusetts
$188K – – –
CAL
2495
Capital Advisors Ltd
Ohio
$188K +$4.54K +40 +2%
BCMLT
2496
Beacon Capital Management LLC (Tennessee)
Tennessee
$187K – – –
BFG
2497
Baron Financial Group
New Jersey
$184K – – –
AFG
2498
Albion Financial Group
Utah
$184K -$6.36K -56 -3%
GC
2499
Garde Capital
Washington
$177K -$65.9K -580 -26%
NC
2500
NewSquare Capital
Pennsylvania
$175K – – –
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