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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1201
Heritage Wealth Advisors
Virginia
$378K +$4.8K +100 +1%
SGC
1202
South Georgia Capital
Illinois
$376K -$180K -3,742 -33%
EBSAM
1203
Eubel Brady & Suttman Asset Management
Ohio
$376K +$14.3K +298 +4%
WIS
1204
Wright Investors Service
Connecticut
$374K – – –
RIG
1205
Renaissance Investment Group
Massachusetts
$373K -$4.8K -100 -1%
BP
1206
Ballentine Partners
Massachusetts
$373K – – –
SCM
1207
Southport Capital Management
Tennessee
$372K -$19K -396 -5%
FC
1208
Forte Capital
New York
$372K – – –
KP
1209
Keel Point
Alabama
$371K +$23.7K +494 +7%
BOS
1210
Bank of Stockton
California
$369K – – –
LPT
1211
Legacy Private Trust
Wisconsin
$369K – – –
HMS
1212
Hanseatic Management Services
New Mexico
$366K +$358K +7,466 New
PCM
1213
Pointe Capital Management
Michigan
$362K +$98.4K +2,050 +38%
FMWA
1214
Forvis Mazars Wealth Advisors
Missouri
$360K -$135K -2,822 -28%
SGCA
1215
Steel Grove Capital Advisors
Tennessee
$360K +$352K +7,326 New
DIP
1216
DT Investment Partners
Pennsylvania
$360K +$353K +7,345 New
SCA
1217
Strategic Capital Alternatives
United States
$358K – – –
EGA
1218
Eagle Global Advisors
Texas
$355K -$81.3K -1,694 -19%
CL
1219
CIM LLC
New York
$353K -$30.5K -636 -8%
MCWS
1220
McKinley Carter Wealth Services
West Virginia
$353K +$32.3K +673 +10%
MLL
1221
Moody Lynn & Lieberson
Massachusetts
$349K -$14.5K -301 -4%
WCM
1222
Weatherstone Capital Management
Colorado
$349K +$23.6K +491 +7%
BSB
1223
Bangor Savings Bank
Maine
$349K +$53.1K +1,105 +18%
MCM
1224
Murphy Capital Management
New Jersey
$348K -$960 -20 -0.3%
MMPW
1225
Mitchell McLeod Pugh & Williams
Alabama
$348K – – –
47 48
49
50 51