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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
2401
Evolution Wealth Advisors
Florida
$85K -$36.6K -314 -30%
NR
2402
Newfound Research
Massachusetts
$85K +$8.28K +71 +11%
LS
2403
Leelyn Smith
Illinois
$83K -$10.6K -91 -11%
EWM
2404
Endurance Wealth Management
Rhode Island
$81K – – –
FCMT
2405
Founders Capital Management (Texas)
Texas
$81K – – –
PCTC
2406
Perkins Coie Trust Company
Washington
$80K +$1.98K +17 +3%
MFG
2407
Monumental Financial Group
Maryland
$80K +$80.4K +690 New
VNA
2408
Valley National Advisers
Pennsylvania
$79K -$14.7K -126 -16%
SC
2409
Solstein Capital
California
$76K +$1.05K +9 +1%
SWM
2410
Selective Wealth Management
Virginia
$75K +$23.3K +200 +45%
PSIWM
2411
Paradigm Strategies in Wealth Management
Minnesota
$73K – – –
KFS
2412
Kelly Financial Services
Massachusetts
$72.7K +$5.13K +44 +8%
AWM
2413
Accel Wealth Management
Iowa
$72K -$37.2K -319 -34%
CBT
2414
Central Bank & Trust
Kentucky
$72K -$29.5K -253 -29%
CTB
2415
Country Trust Bank
Illinois
$71K – – –
BHWM
2416
Bay Harbor Wealth Management
Maryland
$70K +$1.28K +11 +2%
SL
2417
Savior LLC
Massachusetts
$68K -$12.4K -106 -15%
GIA
2418
Goodwin Investment Advisory
Georgia
$67K – – –
FFA
2419
Freedman Financial Associates
Massachusetts
$67K +$117 +1 +0.2%
TIM
2420
Tortoise Investment Management
New York
$67K +$15.6K +134 +30%
ASBI
2421
American State Bank (Iowa)
Iowa
$66.5K – – –
GM
2422
GeoWealth Management
Illinois
$65K +$65.9K +565 New
BAM
2423
Baldrige Asset Management
Pennsylvania
$64K +$64.1K +550 New
EA
2424
Emerald Advisers
Pennsylvania
$62K +$62.4K +535 New
UFF
2425
USA Financial Formulas
Michigan
$61K -$14.8K -127 -20%
95 96
97
98 99