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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
SJL
2401
Shayne & Jacobs LLC
Tennessee
$291K – – –
EFG
2402
Ethos Financial Group
Pennsylvania
$290K +$3.39K +32 +1%
CSWG
2403
Cardinal Strategic Wealth Guidance
Kentucky
$290K +$8.27K +78 +3%
EW
2404
Enzi Wealth
Texas
$290K +$13.7K +129 +5%
GFA
2405
Gallagher Fiduciary Advisors
Illinois
$289K +$108K +1,022 +58%
AF
2406
Alerus Financial
North Dakota
$289K -$4.67K -44 -2%
CA
2407
Carson Advisory
Georgia
$289K +$106 +1 +0%
DLCIG
2408
D.L. Carlson Investment Group
New Hampshire
$289K -$848 -8 -0.3%
EFA
2409
Edge Financial Advisors
Illinois
$288K +$5.41K +51 +2%
JSA
2410
Jacobson & Schmitt Advisors
Wisconsin
$288K +$294K +2,774 New
GAM
2411
Gemmer Asset Management
California
$287K -$39K -368 -12%
SCM
2412
Seascape Capital Management
New Hampshire
$287K -$3.92K -37 -1%
CS
2413
Capital Square
Tennessee
$286K +$1.38K +13 +0.5%
SC
2414
Schiavi & Co
Delaware
$286K +$31.7K +299 +12%
CWS
2415
Cypress Wealth Services
California
$285K +$7.42K +70 +3%
SFC
2416
SYM Financial Corp
Indiana
$285K +$291K +2,742 New
T
2417
TCWP
Ohio
$285K +$2.86K +27 +1%
ESBC
2418
E.S. Barr & Co
Kentucky
$285K – – –
SIM
2419
Stratos Investment Management
Ohio
$285K +$290K +2,737 New
WFA
2420
Wellspring Financial Advisors
Ohio
$284K +$8.59K +81 +3%
NCTC
2421
New Covenant Trust Company
Indiana
$284K -$5.3K -50 -2%
OIA
2422
Optimum Investment Advisors
Illinois
$283K – – –
OWM
2423
Opes Wealth Management
California
$283K -$31.8K -300 -10%
TFA
2424
Trinity Financial Advisors
Ohio
$282K +$73.7K +695 +34%
SIS
2425
Sound Income Strategies
Florida
$282K -$59.9K -565 -17%
95 96
97
98 99