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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
EGWAG
2526
Elwood & Goetz Wealth Advisory Group
Georgia
$253K – – –
ORC
2527
O'Rourke & Company
Massachusetts
$253K -$9.32K -85 -4%
PIAS
2528
PCA Investment Advisory Services
Ohio
$253K +$110 +1 +0%
OP
2529
ORG Partners
Indiana
$253K -$4.21M -38,343 -95%
SC
2530
Summa Corp
Texas
$252K – – –
BWP
2531
Bernardo Wealth Planning
Pennsylvania
$252K +$4.06K +37 +2%
MA
2532
MJP Associates
Connecticut
$252K +$3.07K +28 +1%
WMP
2533
Wealth Management Partners
Arizona
$251K – – –
BSTWA
2534
Blake Schutter Theil Wealth Advisors
Ohio
$251K +$242K +2,204 New
PCMC
2535
Private Capital Management (Colorado)
Colorado
$251K -$48.3K -440 -17%
AIA
2536
Arbor Investment Advisors
North Carolina
$250K – – –
WFA
2537
Wellspring Financial Advisors
Ohio
$250K -$59K -538 -20%
BB
2538
Bell Bank
North Dakota
$250K +$2.63K +24 +1%
MSA
2539
Marino Stram & Associates
Massachusetts
$249K +$3.29K +30 +1%
MIC
2540
Meridian Investment Counsel
California
$249K – – –
CWG
2541
Crown Wealth Group
North Carolina
$249K -$3.29K -30 -1%
PA
2542
Parkside Advisors
California
$247K +$238K +2,170 New
TI
2543
Truepoint Inc
Ohio
$247K -$54.5K -497 -19%
HCM
2544
Hilton Capital Management
New York
$246K – – –
WG
2545
Wealth Group
North Carolina
$245K -$110 -1 -0%
CAM
2546
Concorde Asset Management
Michigan
$245K -$14.4K -131 -6%
BIA
2547
Barry Investment Advisors
Massachusetts
$245K -$1.65K -15 -0.7%
TPA
2548
Trivium Point Advisory
Connecticut
$244K +$232K +2,112 New
CBT
2549
CoreFirst Bank & Trust
Kansas
$244K – – –
SWMG
2550
Signature Wealth Management Group
Georgia
$242K -$987 -9 -0.4%
100 101
102
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