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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
2351
Janiczek Wealth Management
Colorado
$172K -$33.5K -287 -16%
GWS
2352
Glassman Wealth Services
Virginia
$171K +$10K +86 +6%
TC
2353
Tacita Capital
Ontario, Canada
$170K – – –
FPW
2354
Flagship Private Wealth
Massachusetts
$170K – – –
OAJ
2355
Ogorek Anthony Joseph
New York
$169K – – –
NC
2356
NewSquare Capital
Pennsylvania
$166K +$22K +189 +15%
HS
2357
Horan Securities
United States
$162K +$109K +939 +205%
SWA
2358
SOA Wealth Advisors
New York
$157K +$8.16K +70 +5%
CT
2359
Clearstead Trust
Maine
$154K +$155K +1,330 New
TF
2360
TimeScale Financial
Massachusetts
$152K +$350 +3 +0.2%
CSC
2361
Cove Street Capital
California
$151K -$23.3K -200 -13%
M
2362
MOTCO
Texas
$149K -$14K -120 -9%
WQ
2363
Wealth Quarterback
New Jersey
$149K +$149K +1,281 New
FWM
2364
Filbrandt Wealth Management
Wisconsin
$147K – – –
CCM
2365
Copeland Capital Management
Pennsylvania
$145K – – –
OCM
2366
Orion Capital Management
California
$143K – – –
GAM
2367
GVO Asset Management
Switzerland
$143K +$54.8K +470 +62%
SFP
2368
Sterling Financial Planning
New Jersey
$139K – – –
EAM
2369
Eukles Asset Management
Ohio
$139K +$135K +1,160 +2,900%
CC
2370
Corsicana & Co
Texas
$137K +$138K +1,186 New
FWM
2371
FFT Wealth Management
Pennsylvania
$135K +$135K +1,162 New
GWMIA
2372
Global Wealth Management Investment Advisory
Florida
$134K – – –
FGAM
2373
Financial Gravity Asset Management
Texas
$131K +$15.7K +135 New
SAS
2374
Stelac Advisory Services
New York
$127K -$933 -8 -0.7%
BBL
2375
Beck Bode LLC
Massachusetts
$126K -$12.4M -106,372 -99%
93 94
95
96 97