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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
FEG
1926
Financial Enhancement Group
Indiana
$19K – – –
LFG
1927
Larson Financial Group
Missouri
$19K +$18.8K +268 New
HT
1928
Heritage Trust
Oklahoma
$18K -$10.5K -150 -38%
PCIA
1929
Prime Capital Investment Advisors
Kansas
$18K – – –
SMG
1930
Spectrum Management Group
Indiana
$15K +$14.3K +203 New
SGS
1931
Sterling Global Strategies
California
$14.5K +$14.1K +200 New
LGWM
1932
Litman Gregory Wealth Management
California
$14K – – –
OFW
1933
Omnia Family Wealth
Florida
$14K – – –
LFG
1934
LifePlan Financial Group
Ohio
$13K – – –
TAIM
1935
TD Ameritrade Investment Management
Nebraska
$13K +$3.79K +54 +45%
OSAM
1936
O'Shaughnessy Asset Management
Connecticut
$13K +$12.5K +178 New
RIA
1937
RPG Investment Advisory
California
$12K -$10.9K -155 -49%
SFA
1938
Semmax Financial Advisors
North Carolina
$12K +$12.1K +172 New
LWA
1939
Lowe Wealth Advisors
Maryland
$11K -$3.79K -54 -26%
GC
1940
Grace Capital
Massachusetts
$11K – – –
WAM
1941
Watermark Asset Management
California
$10K – – –
BCI
1942
Brinker Capital Investments
Pennsylvania
$10K +$2.39K +34 +32%
RWM
1943
Raffa Wealth Management
District of Columbia
$9.19K – – –
BI
1944
Bramshill Investments
Florida
$9K -$11.6K -165 -57%
IWA
1945
Intercontinental Wealth Advisors
Texas
$9K +$8.36K +119 New
APC
1946
Aspire Private Capital
North Carolina
$8K +$7.31K +104 New
AS
1947
Altshuler Shaham
Israel
$8K +$8.01K +114 New
SWP
1948
Strategic Wealth Partners
Ohio
$7K -$28.1K -400 -80%
AWMS
1949
Advocacy Wealth Management Services
Georgia
$7K – – –
DWA
1950
Dougherty Wealth Advisers
Minnesota
$7K +$7.03K +100 New
76 77
78
79 80