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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1426
Allen Investment Management
New York
$1.63M – – –
KPCM
1427
Kings Point Capital Management
New York
$1.63M +$176K +1,374 +13%
AWP
1428
Accretive Wealth Partners
New Jersey
$1.63M +$44.4K +347 +3%
PWP
1429
Private Wealth Partners
California
$1.62M -$450K -3,517 -23%
TCOO
1430
Trust Company of Oklahoma
Oklahoma
$1.62M +$42.2K +330 +3%
FFA
1431
First Foundation Advisors
California
$1.61M +$22.9K +179 +2%
MIAN
1432
Mariner Independent Advisor Network
Kansas
$1.61M -$320K -2,500 -18%
PAMG
1433
Patton Albertson Miller Group
Tennessee
$1.6M +$40.3K +315 +3%
IFWM
1434
Institute for Wealth Management
Colorado
$1.6M +$52.9K +413 +4%
SFS
1435
Summit Financial Strategies
Ohio
$1.6M +$1.79K +14 +0.1%
IP
1436
Investment Partners
Ohio
$1.6M +$174K +1,356 +14%
WAP
1437
Wealthcare Advisory Partners
Pennsylvania
$1.59M +$79.6K +622 +6%
MWA
1438
Moser Wealth Advisors
Washington
$1.59M +$19.2K +150 +1%
PFBT
1439
Parkside Financial Bank & Trust
Missouri
$1.59M +$149K +1,165 +12%
CWM
1440
Calamos Wealth Management
Illinois
$1.59M +$12.9K +101 +0.9%
PCA
1441
Pallas Capital Advisors
Massachusetts
$1.58M -$2.15M -16,800 -57%
HZ
1442
Hixon Zuercher
Ohio
$1.58M +$58K +453 +4%
BWP
1443
BSW Wealth Partners
Colorado
$1.58M +$336K +2,626 +30%
SCFS
1444
S.C. Financial Services
Arizona
$1.58M +$1.56M +12,204 New
OBGC
1445
O'Brien Greene & Co
Pennsylvania
$1.58M -$137K -1,068 -9%
BF
1446
Blankinship & Foster
California
$1.58M -$4.1K -32 -0.3%
CPSAC
1447
Chas P. Smith & Associates (CPS)
Florida
$1.57M -$22.4K -175 -2%
NFGCM
1448
Norman Fields Gottscho Capital Management
New York
$1.57M – – –
FANJ
1449
Financial Architects (New Jersey)
New Jersey
$1.57M -$108K -843 -7%
HCMT
1450
Highland Capital Management (Tennessee)
Tennessee
$1.57M +$256K +2,000 +22%
56 57
58
59 60