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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
BRA
1476
Bender Robert & Associates
California
$826K +$452 +5 +0.1%
SW
1477
SlateStone Wealth
Florida
$823K +$51.5K +570 +7%
BIM
1478
Barton Investment Management
Pennsylvania
$822K – – –
CCA
1479
Conestoga Capital Advisors
Pennsylvania
$822K – – –
CAG
1480
Csenge Advisory Group
Florida
$820K -$111K -1,224 -12%
NFG
1481
Nations Financial Group
Iowa
$820K +$14.6K +161 +2%
EIA
1482
Eldridge Investment Advisors
New Hampshire
$818K +$90 +1 +0%
LWS
1483
Lucia Wealth Services
California
$817K +$34.3K +379 +4%
VC
1484
Veracity Capital
Georgia
$815K -$185K -2,043 -19%
BDF
1485
Balasa Dinverno & Foltz
$813K -$393K -4,343 -33%
PAM
1486
Private Asset Management
California
$813K -$8.04K -89 -1%
TFS
1487
TrustCore Financial Services
Tennessee
$813K +$18.3K +202 +2%
IFG
1488
Independent Financial Group
California
$812K +$86.6K +958 +12%
WAP
1489
Wealthcare Advisory Partners
Pennsylvania
$809K +$55K +608 +7%
CI
1490
CX Institutional
Indiana
$808K -$341K -3,776 -30%
LAM
1491
Lountzis Asset Management
Pennsylvania
$807K +$798K +8,825 New
AW
1492
ACG Wealth
Georgia
$805K +$5.69K +63 +0.7%
OC
1493
Oakworth Capital
Alabama
$803K +$271 +3 +0%
RA
1494
RFG Advisory
Alabama
$800K +$20.8K +230 +3%
EFSCE
1495
Enterprise Financial Services Corp (EFSC)
Missouri
$799K -$360K -3,979 -31%
HFAS
1496
Hummer Financial Advisory Services
Illinois
$799K +$18.1K +200 +2%
MCCP
1497
Mission Creek Capital Partners
California
$796K -$27.6K -305 -3%
AAM
1498
AR Asset Management
California
$795K – – –
ACP
1499
Aviance Capital Partners
Florida
$795K +$23K +254 +3%
GCM
1500
Gunderson Capital Management
South Carolina
$792K +$47.4K +524 +6%
58 59
60
61 62