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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
CSA
2201
Cottage Street Advisors
Massachusetts
$436K – – –
SOAMC
2202
Spirit of America Management Corp
New York
$436K – – –
WR
2203
WD Rutherford
Oregon
$436K – – –
SGK
2204
Steigerwald Gordon & Koch
Virginia
$436K +$28.2K +220 +8%
CSWG
2205
Cardinal Strategic Wealth Guidance
Kentucky
$433K – – –
PCA
2206
Peddock Capital Advisors
Massachusetts
$433K – – –
B
2207
Bellecapital
Switzerland
$431K – – –
COCM
2208
Charter Oak Capital Management
New Hampshire
$430K +$384 +3 +0.1%
PAS
2209
Professional Advisory Services
Florida
$429K – – –
LC
2210
Lindbrook Capital
California
$429K +$21K +164 +6%
BBW
2211
Blue Barn Wealth
Utah
$428K -$6.91K -54 -2%
DA
2212
Detalus Advisors
Missouri
$426K -$100K -784 -21%
FC
2213
Financial Consulate
Maryland
$425K +$256 +2 +0.1%
CPA
2214
Cardiff Park Advisors
California
$425K +$387K +3,020 New
POIA
2215
Pin Oak Investment Advisors
Texas
$424K – – –
KP
2216
Keel Point
Alabama
$424K +$29.3K +229 +8%
FOA
2217
Five Oceans Advisors
California
$423K +$15.6K +122 +4%
VHAM
2218
Van Hulzen Asset Management
California
$422K -$4.74K -37 -1%
WDC
2219
Woodward Diversified Capital
California
$422K +$19.6K +153 +5%
BB
2220
Bell Bank
North Dakota
$421K – – –
DOA
2221
D'Orazio & Associates
Virginia
$420K +$57K +445 +18%
KF
2222
Krilogy Financial
Missouri
$419K +$16K +125 +4%
AC
2223
ASB Consultores
Florida
$419K +$381K +2,974 New
NCM
2224
Northside Capital Management
Oregon
$418K -$901K -7,038 -70%
RB
2225
Renasant Bank
Mississippi
$418K +$380K +2,968 New
87 88
89
90 91