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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
TSW
1326
Thompson Siegel & Walmsley
Virginia
$226K -$76.7K -1,670 -25%
TFF
1327
The Family Firm
Maryland
$225K -$4.46K -97 -2%
FCIM
1328
Fairview Capital Investment Management
California
$224K – – –
PGA
1329
Portland Global Advisors
Maine
$222K +$220K +4,781 New
SSWM
1330
Sheets Smith Wealth Management
North Carolina
$222K +$220K +4,785 New
PFG
1331
Piershale Financial Group
Illinois
$220K +$14.7K +321 +7%
CFA
1332
CT Financial Advisors
Pennsylvania
$219K +$92 +2 +0%
OCM
1333
Osterweis Capital Management
California
$218K – – –
SAMC
1334
Shinko Asset Management Company
Japan
$217K -$12.9K -280 -6%
CL
1335
CSS LLC
Illinois
$217K – – –
GAM
1336
Gould Asset Management
California
$217K – – –
SFA
1337
Sequoia Financial Advisors
Ohio
$217K +$215K +4,691 New
SIA
1338
Starfire Investment Advisers
Michigan
$216K +$214K +4,662 New
RC
1339
Reik & Co
New York
$213K +$211K +4,605 New
AW
1340
Alpha Windward
Massachusetts
$211K +$1.06K +23 +0.5%
AFG
1341
Albion Financial Group
Utah
$209K – – –
CG
1342
Clinton Group
New York
$209K +$207K +4,515 New
AT
1343
Argent Trust
Texas
$209K +$208K +4,521 New
FWM
1344
Frontier Wealth Management
Missouri
$208K +$206K +4,489 New
CS
1345
Comerica Securities
Michigan
$204K -$16K -349 -7%
VC
1346
Vicus Capital
Pennsylvania
$203K +$201K +4,377 New
HB
1347
Homrich & Berg
Georgia
$201K +$199K +4,335 New
CIC
1348
Chase Investment Counsel
Virginia
$200K +$198K +4,320 New
GWM
1349
Gupta Wealth Management
California
$198K +$197K +4,283 New
BAM
1350
Brave Asset Management
New Jersey
$188K – – –
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