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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
2701
Raffa Wealth Management
District of Columbia
$28.2K +$372 +3 +1%
4FG
2702
4Thought Financial Group
New York
$25K – – –
LWA
2703
Lowe Wealth Advisors
Maryland
$25K – – –
CWAF
2704
Core Wealth Advisors (Florida)
Florida
$24K – – –
DWMG
2705
DB Wealth Management Group
California
$24K – – –
SL
2706
Savior LLC
Massachusetts
$24K – – –
CMANY
2707
Capital Management Associates (New York)
New York
$24K +$24.8K +200 New
ODG
2708
O'Dell Group
Ohio
$24K +$25.4K +205 New
RA
2709
Rational Advisors
New York
$22K -$2.98M -24,018 -99%
GIA
2710
Goodwin Investment Advisory
Georgia
$22K -$49.3K -398 -69%
RBC
2711
Roble Belko & Company
Pennsylvania
$22K +$18.6K +150 +441%
KFP
2712
KB Financial Partners
New Jersey
$21K -$1.86K -15 -8%
BBPWM
2713
Blue Bell Private Wealth Management
Pennsylvania
$20K -$4.96K -40 -19%
PCTC
2714
Perkins Coie Trust Company
Washington
$20K – – –
S
2715
Surevest
California
$20K – – –
CMA
2716
Cedar Mountain Advisors
Oregon
$20K +$124 +1 +0.6%
CWM
2717
Cedar Wealth Management
California
$19K – – –
SIA
2718
SkyView Investment Advisors
New Jersey
$19K – – –
DI
2719
Disciplined Investments
Oklahoma
$19K +$20K +161 New
AWM
2720
Activest Wealth Management
Florida
$18K – – –
SNBOSCI
2721
Security National Bank of Sioux City Iowa
Iowa
$18K – – –
CM
2722
Cornerstone Management
Georgia
$17.8K – – –
FNBOSM
2723
First National Bank of South Miami
Florida
$16K – – –
DWA
2724
Delos Wealth Advisors
Texas
$14K -$14.4K -116 -50%
SC
2725
Schubert & Co
Texas
$14K +$9.3K +75 +160%
107 108
109
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