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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
BPB
1301
Badgley, Phelps & Bell
Washington
$261K -$2.64K -55 -1%
GI
1302
Glovista Investments
New Jersey
$261K +$144 +3 +0.1%
TT
1303
Tiedemann Trust
Delaware
$261K +$256K +5,326 New
ESBC
1304
E.S. Barr & Co
Kentucky
$258K – – –
TWM
1305
Torch Wealth Management
Ohio
$258K +$9.65K +201 +4%
HCM
1306
Hodges Capital Management
Texas
$257K +$14.4K +300 +6%
NPIT
1307
National Penn Investors Trust
Pennsylvania
$256K -$33.1K -690 -12%
ACM
1308
Argent Capital Management
Missouri
$255K – – –
PFPT
1309
Pinnacle Financial Partners (Tennessee)
Tennessee
$255K – – –
QI
1310
Quotient Investors
New York
$255K +$250K +5,200 New
AP
1311
Atwood & Palmer
Missouri
$254K +$6.15K +128 +3%
HCC
1312
Hirtle Callaghan & Co
Pennsylvania
$254K +$249K +5,176 New
MA
1313
MCF Advisors
Kentucky
$252K +$11.8K +246 +5%
MWM
1314
Mission Wealth Management
California
$252K +$261K +5,434 New
FUBT
1315
First United Bank & Trust
Maryland
$251K -$7.2K -150 -3%
GKIM
1316
GW&K Investment Management
Massachusetts
$248K -$2.21K -46 -0.9%
MIH
1317
Madison Investment Holdings
Wisconsin
$246K – – –
KJHP
1318
K.J. Harrison & Partners
Ontario, Canada
$245K -$30.3K -630 -11%
MCM
1319
MV Capital Management
Maryland
$244K +$56.3K +1,173 +31%
GWM
1320
Gupta Wealth Management
California
$242K +$31.1K +647 +15%
FNBOMD
1321
First National Bank of Mount Dora
Florida
$240K -$10.2K -213 -4%
DBG
1322
De Burlo Group
Massachusetts
$240K +$235K +4,890 New
S
1323
SignatureFD
Georgia
$238K -$22.5K -468 -9%
CCM
1324
Coldstream Capital Management
Washington
$237K +$231K +4,819 New
SSWM
1325
Sheets Smith Wealth Management
North Carolina
$236K +$1.1K +23 +0.5%
51 52
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