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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
NERM
1026
New England Research & Management
Illinois
$596K +$573K +15,558 New
ECM
1027
Endex Capital Management
Kansas
$590K – – –
UBV
1028
United Bank (Virginia)
Virginia
$585K +$25.9K +702 +5%
BOS
1029
Bingham Osborn & Scarborough
California
$585K +$26.6K +722 +5%
BAM
1030
Burnham Asset Management
New York
$582K -$7.37K -200 -1%
MFW
1031
Meristem Family Wealth
Minnesota
$581K – – –
BDF
1032
Balasa Dinverno & Foltz
$579K -$189K -5,122 -25%
SGAM
1033
Steinberg Global Asset Management
Florida
$579K – – –
FMWA
1034
Forvis Mazars Wealth Advisors
Missouri
$578K -$24.5K -664 -4%
CAM
1035
CG Asset Management
New York
$575K +$553K +15,000 New
PSI
1036
Pinnacle Summer Investments
Virginia
$571K -$23.6K -640 -4%
AP
1037
Advisor Partners
California
$570K +$57.8K +1,567 +12%
HC
1038
Highmount Capital
New York
$563K -$3.58K -97 -0.7%
JFA
1039
JNBA Financial Advisors
Minnesota
$557K +$30.1K +817 +6%
NAM
1040
NTV Asset Management
West Virginia
$547K – – –
FHB
1041
First Hawaiian Bank
Hawaii
$543K -$51.5K -1,396 -9%
PMFA
1042
Plante Moran Financial Advisors
Michigan
$542K +$38.2K +1,035 +8%
BO
1043
Bank OZK
Arkansas
$540K +$44.4K +1,205 +9%
BCM
1044
Bridgeway Capital Management
Texas
$539K -$10.3M -279,260 -95%
PAWC
1045
P.A.W. Capital
Connecticut
$537K +$73.7K +2,000 +17%
AMG
1046
Asset Management Group
Connecticut
$533K +$57K +1,546 +13%
TBA
1047
Train Babcock Advisors
New York
$531K – – –
IIM
1048
Intact Investment Management
Quebec, Canada
$529K – – –
FCCM
1049
First City Capital Management
Georgia
$527K -$9.21K -250 -2%
FC
1050
FIC Capital
New York
$525K -$22.1K -600 -4%
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43 44