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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
PCMI
1501
Paradigm Capital Management Inc
New York
$367K – – –
BBI
1502
Baxter Bros Inc
Connecticut
$367K +$2.76K +42 +0.8%
TCM
1503
Tradewinds Capital Management
Washington
$367K +$35.2K +536 +12%
DAC
1504
Dividend Assets Capital
South Carolina
$365K +$8.93K +136 +3%
GLI
1505
Guardian Life Insurance
New York
$365K +$9.13K +139 +3%
PAM
1506
Premier Asset Management
Illinois
$364K +$17.1K +261 +6%
ONST
1507
Old North State Trust
North Carolina
$362K +$325K +4,948 New
MWM
1508
Modera Wealth Management
New Jersey
$360K +$5.78K +88 +2%
CAN
1509
Claraphi Advisory Network
United States
$360K +$322K +4,907 New
RWM
1510
Ritholtz Wealth Management
New York
$359K -$8.34K -127 -3%
AIM
1511
Acropolis Investment Management
Missouri
$359K -$2.76K -42 -0.9%
PCM
1512
Pointe Capital Management
Michigan
$359K – – –
MFW
1513
Mosaic Family Wealth
Missouri
$359K +$19.8K +301 +6%
FFA
1514
Fragasso Financial Advisors
Pennsylvania
$357K +$27.4K +418 +9%
GAM
1515
Gould Asset Management
California
$355K +$11.4K +173 +4%
WIP
1516
Wellesley Investment Partners
Massachusetts
$354K -$25.3K -386 -7%
FLI
1517
Family Legacy Inc
South Carolina
$354K +$3.02K +46 +1%
ADL
1518
Asset Dedication LLC
California
$353K -$93.9K -1,430 -23%
DBG
1519
De Burlo Group
Massachusetts
$352K – – –
RTS
1520
Round Table Services
New Jersey
$352K +$315K +4,796 New
DWM
1521
Dynasty Wealth Management
Florida
$350K +$313K +4,768 New
SMH
1522
Sanders Morris Harris
Texas
$347K – – –
AIS
1523
Accurate Investment Solutions
Pennsylvania
$346K – – –
BCM
1524
Baltimore Capital Management
Maryland
$345K -$22.5K -342 -7%
BO
1525
BRR OpCo
Ohio
$345K -$1.58K -24 -0.5%
59 60
61
62 63