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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
HB
1251
Homrich & Berg
Georgia
$642K +$111K +1,849 +21%
TPWA
1252
TRUE Private Wealth Advisors
Oregon
$641K +$34.3K +569 +6%
KAM
1253
Kazazian Asset Management
Florida
$640K – – –
FANJ
1254
Financial Architects (New Jersey)
New Jersey
$640K +$121 +2 +0%
MPPLM
1255
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$640K +$34.3K +570 +6%
LC
1256
Landaas & Company
Wisconsin
$639K +$6.15K +102 +1%
FPB
1257
First PREMIER Bank
South Dakota
$635K -$15.1K -250 -2%
YIA
1258
YHB Investment Advisors
Connecticut
$626K +$6.63K +110 +1%
HCA
1259
Harbour Capital Advisors
Virginia
$619K -$30.1K -500 -5%
CCM
1260
Carderock Capital Management
Maryland
$619K +$86.3K +1,432 +16%
MSTVIM
1261
Messner & Smith Theme Value Investment Management
California
$618K +$38.6K +640 +7%
DC
1262
DeDora Capital
California
$615K +$619K +10,266 New
JGIA
1263
Jackson Grant Investment Advisers
Connecticut
$613K +$2.95K +49 +0.5%
LIM
1264
Loudon Investment Management
New Hampshire
$612K -$48.2K -800 -7%
CPO
1265
Cerity Partners OCIO
New York
$612K +$17.2K +286 +3%
GCA
1266
Gideon Capital Advisors
New York
$612K +$615K +10,214 New
KA
1267
KLCM Advisors
Wisconsin
$611K -$278K -4,608 -31%
VIM
1268
Vista Investment Management
Pennsylvania
$611K -$13K -215 -2%
SCA
1269
Sippican Capital Advisors
Massachusetts
$611K -$12.1K -200 -2%
NEPWA
1270
New England Private Wealth Advisors
Massachusetts
$610K -$30K -498 -5%
LWS
1271
Lucia Wealth Services
California
$610K +$203K +3,376 +50%
SKK
1272
Shepherd Kaplan Krochuk
Massachusetts
$607K – – –
PAM
1273
Private Asset Management
California
$606K +$126K +2,090 +26%
PWAP
1274
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$605K +$3.68K +61 +0.6%
NL
1275
NVWM LLC
Pennsylvania
$602K +$68.6K +1,138 +12%
49 50
51
52 53