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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
NAM
926
NTV Asset Management
West Virginia
$3.31M -$18.7K -166 -0.5%
WC
927
Westerkirk Capital
$3.3M -$90.3K -800 -2%
BT
928
Banque Transatlantique
France
$3.26M +$1.53M +13,549 +75%
PRP
929
Peak Retirement Planning
Ohio
$3.23M +$620K +5,491 +21%
GWMR
930
GC Wealth Management RIA
Massachusetts
$3.22M -$592K -5,242 -14%
PJSIMP
931
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.22M -$236K -2,094 -6%
OIS
932
Okabena Investment Services
Minnesota
$3.21M +$7.68K +68 +0.2%
MFS
933
Mattson Financial Services
Michigan
$3.21M +$188K +1,661 +6%
IBOK
934
Independence Bank of Kentucky
Kentucky
$3.21M -$147K -1,304 -4%
PDM
935
Penn Davis McFarland
Texas
$3.2M – – –
RSWM
936
Robertson Stephens Wealth Management
California
$3.2M +$43.8K +388 +1%
NSB
937
Norway Savings Bank
Maine
$3.19M -$121K -1,073 -3%
CIEC
938
Crédit Industriel et Commercial
France
$3.16M +$1.4M +12,438 +68%
EFG
939
Embree Financial Group
Illinois
$3.16M +$11.2K +99 +0.3%
PA
940
Procyon Advisors
Connecticut
$3.15M +$7.23K +64 +0.2%
AAIM
941
American Assets Investment Management
California
$3.13M – – –
CT
942
Chicago Trust
Illinois
$3.13M -$196K -1,733 -5%
ST
943
Smithfield Trust
Pennsylvania
$3.13M +$7.79K +69 +0.2%
SIG
944
Sargent Investment Group
Maryland
$3.11M -$16.3K -144 -0.5%
GIA
945
GHP Investment Advisors
Colorado
$3.11M +$95K +841 +3%
XWM
946
Xcel Wealth Management
Florida
$3.1M +$1.21M +10,735 +55%
WAP
947
Wealthcare Advisory Partners
Pennsylvania
$3.1M +$45.6K +404 +1%
ECM
948
Evergreen Capital Management
Washington
$3.07M +$698K +6,185 +26%
WSC
949
Wellington Shields & Co
New York
$3.05M – – –
CGIM
950
Capital Group Investment Management
Singapore
$3.05M -$618K -5,474 -16%
36 37
38
39 40