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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
SOAMC
2051
Spirit of America Management Corp
New York
$359K – – –
ANBT
2052
American National Bank & Trust
Texas
$359K +$133K +1,142 +58%
CSWG
2053
Cardinal Strategic Wealth Guidance
Kentucky
$357K – – –
MW
2054
Marcum Wealth
Ohio
$357K +$2.1K +18 +0.6%
RCG
2055
Rock Creek Group
District of Columbia
$357K +$33.9K +291 +10%
AIP
2056
Almanack Investment Partners
Pennsylvania
$356K -$78K -669 -18%
PWA
2057
Providence Wealth Advisors
Illinois
$356K – – –
ARM
2058
Adirondack Research & Management
New York
$355K -$7K -60 -2%
B
2059
Bellecapital
Switzerland
$355K – – –
LWM
2060
Liberty Wealth Management
California
$355K +$4.78K +41 +1%
FDS
2061
First Dallas Securities
Texas
$354K -$533K -4,575 -60%
PAS
2062
Professional Advisory Services
Florida
$354K – – –
GTAM
2063
Global Trust Asset Management
Florida
$352K – – –
PWMG
2064
Prestige Wealth Management Group
New Jersey
$351K -$52.8K -453 -13%
WDC
2065
Woodward Diversified Capital
California
$351K -$13.5K -116 -4%
COCM
2066
Charter Oak Capital Management
New Hampshire
$351K +$6.29K +54 +2%
TAIM
2067
TD Ameritrade Investment Management
Nebraska
$351K +$76.2K +654 +28%
KW
2068
KWB Wealth
California
$350K – – –
FSA
2069
Fort Sheridan Advisors
Illinois
$350K +$137K +1,172 +64%
KCM
2070
KLK Capital Management
California
$350K +$352K +3,021 New
IFG
2071
Investors Financial Group
Minnesota
$348K +$4.9K +42 +1%
OQS
2072
Occudo Quantitative Strategies
Florida
$348K +$350K +3,003 New
BB
2073
Bell Bank
North Dakota
$346K – – –
RM
2074
Resource Management
Louisiana
$345K -$344K -2,951 -50%
SAM
2075
Sequent Asset Management
Texas
$345K -$274K -2,349 -44%
81 82
83
84 85