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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
MIS
1326
Morningstar Investment Services
Illinois
$242K +$238K +5,394 New
GI
1327
Glovista Investments
New Jersey
$239K +$132 +3 +0.1%
TT
1328
Tiedemann Trust
Delaware
$239K +$235K +5,326 New
SC
1329
Stratford Consulting
Texas
$238K -$11.7K -265 -5%
DWM
1330
Dorchester Wealth Management
Quebec, Canada
$238K – – –
BA
1331
Bristlecone Advisors
Washington
$238K +$234K +5,293 New
ESBC
1332
E.S. Barr & Co
Kentucky
$236K – – –
EWA
1333
EP Wealth Advisors
California
$236K +$232K +5,247 New
TF
1334
Tompkins Financial
New York
$234K -$151K -3,424 -40%
HCC
1335
Hirtle Callaghan & Co
Pennsylvania
$232K – – –
SFS
1336
Summit Financial Strategies
Ohio
$232K +$662 +15 +0.3%
SGCA
1337
Steel Grove Capital Advisors
Tennessee
$230K -$98.6K -2,233 -30%
OCG
1338
Opus Capital Group
Ohio
$230K -$12.4K -280 -5%
FCIM
1339
Fairview Capital Investment Management
California
$230K +$226K +5,114 New
CA
1340
Capital Advantage
California
$228K +$224K +5,070 New
FNT
1341
First Nebraska Trust
Nebraska
$228K +$224K +5,076 New
ACM
1342
Argent Capital Management
Missouri
$227K – – –
GKIM
1343
GW&K Investment Management
Massachusetts
$227K – – –
PIA
1344
Peachtree Investment Advisors
Georgia
$226K -$81.7K -1,850 -27%
FUBT
1345
First United Bank & Trust
Maryland
$225K -$4.42K -100 -2%
KJHP
1346
K.J. Harrison & Partners
Ontario, Canada
$225K – – –
DBG
1347
De Burlo Group
Massachusetts
$224K +$221K +5,000 New
GWM
1348
Gupta Wealth Management
California
$223K -$1.72K -39 -0.8%
AP
1349
Atwood & Palmer
Missouri
$223K – – –
JFA
1350
Johanson Financial Advisors
California
$223K +$218K +4,946 New
52 53
54
55 56