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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
SLWA
2201
San Luis Wealth Advisors
California
$437K -$18.3K -143 -4%
CSA
2202
Cottage Street Advisors
Massachusetts
$436K – – –
SOAMC
2203
Spirit of America Management Corp
New York
$436K – – –
WR
2204
WD Rutherford
Oregon
$436K – – –
SGK
2205
Steigerwald Gordon & Koch
Virginia
$436K +$28.2K +220 +8%
CSWG
2206
Cardinal Strategic Wealth Guidance
Kentucky
$433K – – –
PCA
2207
Peddock Capital Advisors
Massachusetts
$433K – – –
B
2208
Bellecapital
Switzerland
$431K – – –
COCM
2209
Charter Oak Capital Management
New Hampshire
$430K +$384 +3 +0.1%
PAS
2210
Professional Advisory Services
Florida
$429K – – –
LC
2211
Lindbrook Capital
California
$429K +$21K +164 +6%
BBW
2212
Blue Barn Wealth
Utah
$428K -$6.91K -54 -2%
DA
2213
Detalus Advisors
Missouri
$426K -$100K -784 -21%
FC
2214
Financial Consulate
Maryland
$425K +$256 +2 +0.1%
CPA
2215
Cardiff Park Advisors
California
$425K +$387K +3,020 New
POIA
2216
Pin Oak Investment Advisors
Texas
$424K – – –
KP
2217
Keel Point
Alabama
$424K +$29.3K +229 +8%
FOA
2218
Five Oceans Advisors
California
$423K +$15.6K +122 +4%
VHAM
2219
Van Hulzen Asset Management
California
$422K -$4.74K -37 -1%
WDC
2220
Woodward Diversified Capital
California
$422K +$19.6K +153 +5%
BB
2221
Bell Bank
North Dakota
$421K – – –
DOA
2222
D'Orazio & Associates
Virginia
$420K +$57K +445 +18%
KF
2223
Krilogy Financial
Missouri
$419K +$16K +125 +4%
AC
2224
ASB Consultores
Florida
$419K +$381K +2,974 New
NCM
2225
Northside Capital Management
Oregon
$418K -$901K -7,038 -70%
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