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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
FFWA
1201
FRG Family Wealth Advisors
Washington
$1.94M – – –
CFFP
1202
Center for Financial Planning
Michigan
$1.94M -$91.1K -831 -5%
ETC
1203
Exchange Traded Concepts
Oklahoma
$1.94M +$218K +1,985 +13%
AIM
1204
Allen Investment Management
New York
$1.93M +$292K +2,662 +19%
BPWM
1205
Badgley Phelps Wealth Managers
Washington
$1.93M +$29K +264 +2%
TA
1206
Tectonic Advisors
Texas
$1.93M +$9.21K +84 +0.5%
WTB
1207
Washington Trust Bank
Washington
$1.93M +$76.1K +694 +4%
LSAG
1208
Lake Street Advisors Group
New Hampshire
$1.93M +$21.5K +196 +1%
CL
1209
CIM LLC
New York
$1.93M +$4.83K +44 +0.3%
AIA
1210
AIMZ Investment Advisors
California
$1.92M -$24K -219 -1%
KWM
1211
Keebeck Wealth Management
Illinois
$1.92M -$52.9K -482 -3%
LAM
1212
Lummis Asset Management
Texas
$1.92M +$309K +2,815 +20%
SWM
1213
Sendero Wealth Management
Texas
$1.92M +$928K +8,465 +101%
KFGK
1214
Keystone Financial Group (Kentucky)
Kentucky
$1.91M -$24.6K -224 -1%
MWA
1215
Midland Wealth Advisors
Illinois
$1.91M -$297K -2,708 -14%
SNBOSCI
1216
Security National Bank of Sioux City Iowa
Iowa
$1.91M +$2.74K +25 +0.1%
AWM
1217
Aries Wealth Management
Maine
$1.91M +$132K +1,199 +8%
AI
1218
AXS Investments
New York
$1.91M -$22.6K -206 -1%
HCP
1219
Holt Capital Partners
Texas
$1.9M -$5.04K -46 -0.3%
CAM
1220
Cozad Asset Management
Illinois
$1.9M – – –
SPWM
1221
Schrum Private Wealth Management
Florida
$1.89M +$537K +4,895 +42%
CA
1222
CoreCap Advisors
Michigan
$1.89M +$1.82M +16,608 New
PI
1223
PFG Investments
New York
$1.89M +$219 +2 +0%
NS
1224
NBC Securities
Alabama
$1.89M -$145K -1,320 -7%
IWM
1225
Iams Wealth Management
Nebraska
$1.88M -$157K -1,429 -8%
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