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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
PCFFS
1951
Pacific Center for Financial Services
California
$30K – – –
MCA
1952
Mercer Capital Advisers
New Jersey
$28K – – –
RFWA
1953
RPg Family Wealth Advisory
Massachusetts
$26.4K +$24.6K +330 New
UOTTAIMCU
1954
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$25K +$21.1K +284 +1,136%
GSC
1955
G&S Capital
Colorado
$24K +$74 +1 +0.3%
PWMG
1956
Prestige Wealth Management Group
New Jersey
$23K -$26.9K -361 -56%
RFM
1957
Royal Fund Management
Florida
$23K – – –
SIS
1958
Sound Income Strategies
Florida
$22K -$744 -10 -3%
LFG
1959
Larson Financial Group
Missouri
$22K +$670 +9 +3%
FEG
1960
Financial Enhancement Group
Indiana
$21K – – –
AWMF
1961
Arbor Wealth Management (Florida)
Florida
$20K +$18.7K +251 New
AS
1962
Altshuler Shaham
Israel
$19K +$9.6K +129 +113%
NWA
1963
New World Advisors
Massachusetts
$19K +$17.9K +240 New
IAS
1964
INR Advisory Services
Pennsylvania
$17K -$9.45K -127 -37%
LGWM
1965
Litman Gregory Wealth Management
California
$16K – – –
SMG
1966
Spectrum Management Group
Indiana
$16K – – –
BEI
1967
Benjamin Edwards Inc
Missouri
$16K +$14.9K +200 New
LFG
1968
LifePlan Financial Group
Ohio
$15K – – –
OFW
1969
Omnia Family Wealth
Florida
$15K – – –
LWA
1970
Lowe Wealth Advisors
Maryland
$14K +$2.01K +27 +18%
SWP
1971
Strategic Wealth Partners
Ohio
$14K +$5.28K +71 +71%
SNBOSCI
1972
Security National Bank of Sioux City Iowa
Iowa
$14K +$8.18K +110 +157%
MAM
1973
Marquette Asset Management
Minnesota
$14K +$12.9K +173 New
BPGAM
1974
BTG Pactual Global Asset Management
Bermuda
$13K +$11.9K +160 New
LWS
1975
Lucia Wealth Services
California
$13K +$12K +161 New
77 78
79
80 81