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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
2701
Bourgeon Capital Management
Connecticut
$30K +$31.9K +257 New
RWM
2702
Raffa Wealth Management
District of Columbia
$28.2K +$372 +3 +1%
4FG
2703
4Thought Financial Group
New York
$25K – – –
LWA
2704
Lowe Wealth Advisors
Maryland
$25K – – –
CWAF
2705
Core Wealth Advisors (Florida)
Florida
$24K – – –
DWMG
2706
DB Wealth Management Group
California
$24K – – –
SL
2707
Savior LLC
Massachusetts
$24K – – –
CMANY
2708
Capital Management Associates (New York)
New York
$24K +$24.8K +200 New
ODG
2709
O'Dell Group
Ohio
$24K +$25.4K +205 New
RA
2710
Rational Advisors
New York
$22K -$2.98M -24,018 -99%
GIA
2711
Goodwin Investment Advisory
Georgia
$22K -$49.3K -398 -69%
RBC
2712
Roble Belko & Company
Pennsylvania
$22K +$18.6K +150 +441%
KFP
2713
KB Financial Partners
New Jersey
$21K -$1.86K -15 -8%
BBPWM
2714
Blue Bell Private Wealth Management
Pennsylvania
$20K -$4.96K -40 -19%
PCTC
2715
Perkins Coie Trust Company
Washington
$20K – – –
S
2716
Surevest
California
$20K – – –
CMA
2717
Cedar Mountain Advisors
Oregon
$20K +$124 +1 +0.6%
CWM
2718
Cedar Wealth Management
California
$19K – – –
SIA
2719
SkyView Investment Advisors
New Jersey
$19K – – –
DI
2720
Disciplined Investments
Oklahoma
$19K +$20K +161 New
AWM
2721
Activest Wealth Management
Florida
$18K – – –
SNBOSCI
2722
Security National Bank of Sioux City Iowa
Iowa
$18K – – –
CM
2723
Cornerstone Management
Georgia
$17.8K – – –
FNBOSM
2724
First National Bank of South Miami
Florida
$16K – – –
DWA
2725
Delos Wealth Advisors
Texas
$14K -$14.4K -116 -50%
107 108
109
110 111