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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
VP
2676
Verum Partners
North Carolina
$207K +$209K +1,821 New
NEWAS
2677
N.E.W. Advisory Services
Wisconsin
$206K +$208K +1,815 New
WAAG
2678
Wealth Alliance Advisory Group
Kansas
$206K +$207K +1,809 New
WAL
2679
W Advisors LLC
Tennessee
$205K +$207K +1,808 New
IA
2680
Inspire Advisors
Idaho
$205K -$36K -314 -15%
CHJWM
2681
Carlton Hofferkamp & Jenks Wealth Management
Texas
$205K – – –
PWA
2682
Phoenix Wealth Advisors
North Carolina
$205K +$207K +1,804 New
OCM
2683
Orion Capital Management
California
$205K – – –
LFGO
2684
Legacy Financial Group (Oklahoma)
Oklahoma
$205K +$206K +1,801 New
TIP
2685
Torray Investment Partners
Maryland
$205K -$51.6K -450 -20%
SFA
2686
Source Financial Advisors
New York
$205K +$206K +1,800 New
CPSC
2687
Carl P. Sherr & Co
Massachusetts
$204K +$206K +1,796 New
QPBE
2688
Quintet Private Bank (Europe)
Luxembourg
$204K +$180K +1,573 New
AA
2689
Auxano Advisors
Washington
$203K +$205K +1,787 New
FCM
2690
Firestone Capital Management
Florida
$203K +$205K +1,785 New
RFN
2691
Redwood Financial Network
Ohio
$202K +$204K +1,780 New
RFM
2692
Royal Fund Management
Florida
$202K +$204K +1,779 New
PA
2693
Parkside Advisors
California
$202K +$204K +1,778 New
SW
2694
SMART Wealth
Nebraska
$202K +$204K +1,777 New
AWA
2695
Archvest Wealth Advisors
California
$201K +$206K +1,796 New
CMP
2696
Coston McIsaac & Partners
Maine
$201K +$58.8K +513 +41%
AHIA
2697
Andrew Hill Investment Advisors
Florida
$201K +$203K +1,767 New
BIA
2698
Bell Investment Advisors
California
$201K +$4.01K +35 +2%
SDWMA
2699
Schneider Downs Wealth Management Advisors
Pennsylvania
$200K +$202K +1,761 New
GFA
2700
Gallagher Fiduciary Advisors
Illinois
$200K +$202K +1,760 New
106 107
108
109 110