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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
VNA
1226
Valley National Advisers
Pennsylvania
$687K -$11.1K -184 -2%
CL
1227
Choreo LLC
Illinois
$686K +$5.42K +90 +0.8%
OCG
1228
Opus Capital Group
Ohio
$685K – – –
LWAC
1229
Laurel Wealth Advisors (California)
California
$684K -$9.88K -164 -1%
CPA
1230
Court Place Advisors
Maryland
$681K -$18.1K -300 -3%
PWM
1231
Perigon Wealth Management
California
$680K – – –
OC
1232
Oarsman Capital
Wisconsin
$679K -$20.8K -345 -3%
FHA
1233
Flagship Harbor Advisors
Massachusetts
$674K -$45.6K -757 -6%
BDF
1234
Balasa Dinverno & Foltz
$674K -$18.2K -302 -3%
MFW
1235
Meristem Family Wealth
Minnesota
$673K +$60 +1 +0%
IDBONY
1236
Israel Discount Bank of New York
New York
$670K -$4.7K -78 -0.7%
OAM
1237
Oak Asset Management
California
$669K – – –
SC
1238
Searle & Co
Connecticut
$665K – – –
OMC
1239
Overbrook Management Corp
New York
$663K -$11.8K -195 -2%
HIC
1240
Holderness Investments Company
North Carolina
$661K +$663 +11 +0.1%
SHGA
1241
Sand Hill Global Advisors
California
$659K -$4M -66,444 -86%
MNBTD
1242
Moody National Bank Trust Division
Texas
$657K -$18.1K -300 -3%
LC
1243
Lourd Capital
California
$657K -$2.05K -34 -0.3%
CCWA
1244
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$657K +$47.2K +784 +8%
CA
1245
Cambridge Advisors
Nebraska
$656K -$4.22K -70 -0.6%
EAM
1246
Evanson Asset Management
California
$653K +$6.69K +111 +1%
FMLI
1247
Fukoku Mutual Life Insurance
Japan
$645K – – –
STMM
1248
South Texas Money Management
Texas
$645K +$128K +2,127 +25%
BHB
1249
Bank Hapoalim BM
Israel
$644K +$6.33K +105 +1%
MHS
1250
M Holdings Securities
Oregon
$644K +$16.9K +281 +3%
48 49
50
51 52