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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
RWI
2226
Red Wave Investments
Pennsylvania
$254K +$252K +2,322 New
OL
2227
Optas LLC
Texas
$253K -$219K -2,015 -47%
WAS
2228
Wealth Advisory Solutions
Indiana
$253K -$150K -1,380 -37%
PFA
2229
Pettinga Financial Advisors
Indiana
$253K – – –
SNBOSD
2230
Security National Bank of So Dak
Iowa
$252K +$8.15K +75 +3%
RIM
2231
Rockbridge Investment Management
New York
$251K – – –
AWA
2232
AmeriServ Wealth Advisors
Pennsylvania
$251K +$250K +2,296 New
SEIA
2233
Signature Estate & Investment Advisors
California
$250K +$2.5K +23 +1%
CS
2234
Capital Square
Tennessee
$249K +$761 +7 +0.3%
OWM
2235
Opes Wealth Management
California
$248K -$21.8K -201 -8%
CMI
2236
Clare Market Investments
Texas
$247K +$245K +2,258 New
WMA
2237
Wealth Management Associates
New Jersey
$244K +$217 +2 +0.1%
GSIS
2238
Global Strategic Investment Solutions
Arizona
$244K – – –
FM
2239
Family Management
New York
$243K +$15.5K +143 +7%
EWF
2240
Epstein & White Financial
California
$242K -$24.1K -222 -9%
HCM
2241
Hutchinson Capital Management
California
$241K – – –
TFCP
2242
Twin Focus Capital Partners
Massachusetts
$241K +$12.1K +111 +5%
TFA
2243
Trinity Financial Advisors
Ohio
$241K +$239K +2,202 New
VWM
2244
Vigilare Wealth Management
Arizona
$240K -$57.5K -529 -19%
LA
2245
LexAurum Advisors
Kansas
$240K -$8.15K -75 -3%
BI
2246
Ballast Inc
Kentucky
$238K -$52.2K -480 -18%
HC
2247
HNP Capital
New York
$237K -$21.7K -200 -8%
VRM
2248
Vectors Research Management
New York
$237K – – –
SDWMA
2249
Schneider Downs Wealth Management Advisors
Pennsylvania
$237K +$235K +2,165 New
CA
2250
CGN Advisors
Kansas
$237K +$235K +2,166 New
88 89
90
91 92