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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
DWP
726
Daymark Wealth Partners
Ohio
$5.7M -$201K -1,835 -4%
SF
727
Summit Financial
New Jersey
$5.7M +$360K +3,285 +7%
HCMT
728
Highland Capital Management (Tennessee)
Tennessee
$5.68M +$4.54M +41,370 +487%
PWG
729
Portside Wealth Group
Utah
$5.67M +$53.4K +487 +1%
JFGIW
730
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.67M +$1.16M +10,553 +27%
GWM
731
Graybill Wealth Management
Illinois
$5.66M +$150K +1,371 +3%
SCA
732
Snowden Capital Advisors
New York
$5.65M -$209K -1,905 -4%
FNBT
733
FineMark National Bank & Trust
Florida
$5.65M -$355K -3,241 -6%
CK
734
Cohen Klingenstein
New York
$5.64M – – –
ZIC
735
ZWJ Investment Counsel
Georgia
$5.62M +$15.6K +142 +0.3%
DIM
736
DLK Investment Management
California
$5.61M +$96.1K +876 +2%
FWTB
737
First Western Trust Bank
Colorado
$5.61M -$702K -6,401 -12%
IWA
738
Icon Wealth Advisors
Texas
$5.6M -$54.2K -494 -1%
NRS
739
Neville Rodie & Shaw
New York
$5.57M -$75.1K -685 -1%
HFM
740
Hartford Financial Management
Connecticut
$5.54M -$119K -1,083 -2%
CIA
741
Concurrent Investment Advisors
Florida
$5.54M -$7.24K -66 -0.1%
PIM
742
Penobscot Investment Management
Massachusetts
$5.53M -$437K -3,980 -8%
YIH
743
Y-Intercept (HK)
Hong Kong
$5.48M +$5.28M +48,106 New
CG
744
Caprock Group
Idaho
$5.48M +$394K +3,591 +8%
OCAM
745
Onex Canada Asset Management
Ontario, Canada
$5.47M +$1.53M +13,986 +41%
NP
746
NorthRock Partners
Minnesota
$5.4M -$19.3K -176 -0.4%
VLKIM
747
Van Lanschot Kempen Investment Management
Netherlands
$5.39M +$370K +3,372 +8%
BRWA
748
B. Riley Wealth Advisors
Florida
$5.37M -$1.25M -11,409 -19%
TMAM
749
Tokio Marine Asset Management
Japan
$5.36M +$442K +4,026 +9%
BJL
750
Brighton Jones LLC
Washington
$5.35M +$3.49M +31,794 +210%
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