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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
GSAM
2176
Grant Street Asset Management
Pennsylvania
$279K – – –
NCM
2177
Noesis Capital Mangement
Florida
$278K -$13.6K -125 -5%
AWM
2178
Affinity Wealth Management
Delaware
$277K +$47.4K +436 +22%
SEP
2179
Southland Equity Partners
Missouri
$277K +$275K +2,527 New
C
2180
Certuity
Florida
$276K +$20.4K +188 +8%
VFM
2181
Vivid Financial Management
California
$276K +$21.5K +198 +9%
TA
2182
TruWealth Advisors
Louisiana
$275K +$273K +2,515 New
RA
2183
Riversedge Advisors
Delaware
$274K – – –
ZCM
2184
Ziegler Capital Management
Illinois
$274K – – –
GAM
2185
Gemmer Asset Management
California
$273K -$10.8K -99 -4%
SIC
2186
Shoker Investment Counsel
Ohio
$272K +$326 +3 +0.1%
T
2187
TOBAM
France
$272K +$70.4K +648 +35%
PFA
2188
Pinnacle Family Advisors
Missouri
$272K +$270K +2,481 New
RCC
2189
Red Cedar Capital
Nebraska
$271K – – –
KLCM
2190
KG&L Capital Management
Louisiana
$271K +$269K +2,478 New
ONST
2191
Old North State Trust
North Carolina
$270K -$73.5K -676 -22%
BS
2192
Bessemer Securities
New York
$269K – – –
CFS
2193
CRA Financial Services
New Jersey
$269K +$16.3K +150 +7%
CFA
2194
Capstone Financial Advisors
Illinois
$269K +$36.1K +332 +16%
CCB
2195
Cutter & Co Brokerage
Missouri
$269K +$38.2K +351 +17%
NQWM
2196
Northwest Quadrant Wealth Management
Oregon
$268K +$543 +5 +0.2%
WFA
2197
WestHill Financial Advisors
California
$268K +$266K +2,445 New
PO
2198
Private Ocean
California
$267K – – –
EWA
2199
Encompass Wealth Advisors
Oregon
$267K +$265K +2,440 New
SWM
2200
Segment Wealth Management
Texas
$266K +$23K +212 +10%
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88
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