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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2176
Sugarloaf Wealth Management
Georgia
$192K – – –
FFM
2177
Fullerton Fund Management
Singapore
$189K +$176K +1,734 New
GFPC
2178
Global Financial Private Client
Florida
$186K +$17.6K +173 +11%
BDWM
2179
Brewin Dolphin Wealth Management
Ireland
$186K – – –
BFG
2180
Baron Financial Group
New Jersey
$185K +$172K +1,698 New
FMP
2181
Financial Management Professionals
Texas
$182K – – –
SCM
2182
Silvant Capital Management
Georgia
$181K – – –
PH
2183
Pinnacle Holdings
Oklahoma
$179K +$167K +1,642 New
HI
2184
Hudock Inc
Pennsylvania
$178K +$33.7K +332 +25%
LWM
2185
Liberty Wealth Management
California
$178K +$64K +631 +63%
CSC
2186
Cove Street Capital
California
$163K – – –
OAJ
2187
Ogorek Anthony Joseph
New York
$159K – – –
SIS
2188
Sound Income Strategies
Florida
$156K +$36.8K +363 +34%
MA
2189
MCF Advisors
Kentucky
$153K +$40.2K +396 +39%
CFD
2190
Creative Financial Designs
Indiana
$151K +$51.6K +509 +58%
TF
2191
TimeScale Financial
Massachusetts
$151K +$61.6K +607 +77%
CT
2192
Clearstead Trust
Maine
$145K – – –
FWM
2193
Filbrandt Wealth Management
Wisconsin
$138K -$14.7K -145 -10%
EWA
2194
Evolution Wealth Advisors
Florida
$138K -$10K -99 -7%
CCM
2195
Copeland Capital Management
Pennsylvania
$136K – – –
USGIU
2196
U.S. Global Investors (USGI)
Texas
$136K +$127K +1,250 New
NC
2197
NewSquare Capital
Pennsylvania
$135K – – –
SAS
2198
Stelac Advisory Services
New York
$135K +$126K +1,239 New
APC
2199
Aspire Private Capital
North Carolina
$134K +$26K +256 +26%
GWS
2200
Glassman Wealth Services
Virginia
$134K +$31.7K +312 +34%
86 87
88
89 90