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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
1301
SSI Investment Management
California
$322K -$2.99K -66 -1%
MCM
1302
Mengis Capital Management
Oregon
$322K – – –
RIG
1303
Renaissance Investment Group
Massachusetts
$320K -$453 -10 -0.2%
TCB
1304
Texas Capital Bancshares
Texas
$320K +$298K +6,585 New
PFS
1305
Physicians Financial Services
North Carolina
$317K -$16.8K -371 -5%
CPA
1306
Clear Perspective Advisors
Illinois
$314K – – –
FIM
1307
Fernwood Investment Management
Massachusetts
$313K -$4.48K -99 -2%
OIA
1308
OneDigital Investment Advisors
Kansas
$312K +$291K +6,421 New
AMCA
1309
Arthur M. Cohen & Associates
Illinois
$311K – – –
LIM
1310
Lathrop Investment Management
Arkansas
$311K – – –
FIB
1311
First Interstate Bank
Montana
$309K – – –
SCM
1312
Southport Capital Management
Tennessee
$309K +$10.8K +238 +4%
RCM
1313
RB Capital Management
Nevada
$308K -$3.71K -82 -1%
HCM
1314
Hollencrest Capital Management
California
$304K -$49.2K -1,086 -15%
AFS
1315
Access Financial Services
Minnesota
$303K – – –
PCM
1316
Pointe Capital Management
Michigan
$300K -$36.9K -816 -12%
CWM
1317
Cabot Wealth Management
Massachusetts
$300K – – –
FC
1318
Forte Capital
New York
$300K – – –
MWM
1319
Mission Wealth Management
California
$299K +$29.1K +642 +12%
OWP
1320
Obermeyer Wealth Partners
Colorado
$298K – – –
MAM
1321
Martingale Asset Management
Massachusetts
$297K -$367K -8,117 -57%
KS
1322
Karpas Strategies
Connecticut
$297K – – –
GS
1323
Girard Securities
California
$297K +$136 +3 +0%
JGIA
1324
Jackson Grant Investment Advisers
Connecticut
$297K +$19.3K +427 +8%
TYCC
1325
Texas Yale Capital Corp
Florida
$296K – – –
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