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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1926
Segment Wealth Management
Texas
$601K -$8.18K -66 -1%
CCA
1927
Column Capital Advisors
Indiana
$601K +$8.43K +68 +1%
GHA
1928
GW Henssler & Associates
Georgia
$600K -$62K -500 -9%
CSWM
1929
Cassady Schiller Wealth Management
Ohio
$600K +$164K +1,324 +35%
FCIM
1930
Fairview Capital Investment Management
California
$599K -$18.6K -150 -3%
BFA
1931
BMS Financial Advisors
South Dakota
$598K +$30.2K +244 +5%
CAN
1932
Claraphi Advisory Network
United States
$597K -$170K -1,375 -21%
SIM
1933
SSI Investment Management
California
$596K -$5.95K -48 -0.9%
LF
1934
Lantz Financial
Illinois
$596K +$372 +3 +0.1%
CIP
1935
Capital Insight Partners
Arizona
$596K +$4.71K +38 +0.8%
LA
1936
Latitude Advisors
Florida
$596K +$136K +1,099 +28%
FMTCOCP
1937
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$595K -$12.4K -100 -2%
NF
1938
NTB Financial
Colorado
$595K – – –
IA
1939
Insight Advisors
Pennsylvania
$594K +$151K +1,215 +32%
AWM
1940
Aevitas Wealth Management
Massachusetts
$593K -$23.1K -186 -4%
UC
1941
Unio Capital
New Jersey
$593K – – –
GIM
1942
Greylin Investment Management
Virginia
$591K -$6.2K -50 -1%
LFA
1943
Landmark Financial Advisors
Kentucky
$591K +$25.4K +205 +4%
IAMOG
1944
Investors Asset Management of Georgia
Georgia
$587K +$62K +500 +11%
PGWM
1945
Pitti Group Wealth Management
New York
$585K +$248 +2 +0%
VC
1946
Vicus Capital
Pennsylvania
$585K +$94.3K +761 +18%
AFC
1947
AFT Forsyth & Company
Florida
$581K -$78.1K -630 -11%
SAF
1948
Smith Anglin Financial
Texas
$578K +$23.8K +192 +4%
ESB
1949
Essex Savings Bank
Connecticut
$577K +$125K +1,012 +26%
NRW
1950
Nova R Wealth
Kansas
$576K +$19.3K +156 +3%
76 77
78
79 80