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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
1201
Loews Corp
New York
$263K +$252K +6,425 New
JFGIW
1202
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$262K – – –
SAM
1203
Summit Asset Management
Tennessee
$262K +$236 +6 +0.1%
BIC
1204
Beach Investment Counsel
Pennsylvania
$260K – – –
TA
1205
TBP Advisors
New York
$260K – – –
CAG
1206
Crestwood Advisors Group
Massachusetts
$257K -$207K -5,262 -46%
SAMC
1207
Shinko Asset Management Company
Japan
$256K – – –
IC
1208
Inverness Counsel
New York
$256K +$245K +6,250 New
WPP
1209
Whalerock Point Partners
Rhode Island
$256K +$247K +6,280 New
HCM
1210
Harvest Capital Management
New Hampshire
$254K -$11.8K -300 -5%
FIM
1211
Frontier Investment Management
Texas
$253K -$23.6K -600 -9%
RC
1212
Roundview Capital
New Jersey
$253K +$243K +6,195 New
CWM
1213
Confluence Wealth Management
Oregon
$252K +$242K +6,167 New
BPB
1214
Badgley, Phelps & Bell
Washington
$251K – – –
PHAM
1215
Palisades Hudson Asset Management
Florida
$251K – – –
ECM
1216
EagleClaw Capital Management
Massachusetts
$250K +$3.93K +100 +2%
KS
1217
Karpas Strategies
Connecticut
$249K – – –
KFA
1218
Kelleher Financial Advisors
New York
$249K – – –
SC
1219
Stratford Consulting
Texas
$249K +$864 +22 +0.4%
AWM
1220
Altavista Wealth Management
North Carolina
$247K -$5.89K -150 -2%
FFA
1221
Fragasso Financial Advisors
Pennsylvania
$247K +$236K +6,005 New
MCM
1222
Marathon Capital Management
Maryland
$246K – – –
MC
1223
Martin Currie
United Kingdom
$245K – – –
BCM
1224
Beck Capital Management
Texas
$244K -$6.01K -153 -3%
OA
1225
Outfitter Advisors
Virginia
$243K +$233K +5,933 New
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