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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
1501
Confluence Wealth Services
Pennsylvania
$1.02M -$5.28K -50 -0.5%
WB
1502
Webster Bank
Connecticut
$1.02M -$14.9K -141 -1%
OAM
1503
Oak Asset Management
California
$1.02M -$7.6K -72 -0.7%
BCM
1504
Brown Capital Management
Maryland
$1.02M – – –
HC
1505
Hamilton Capital
Ohio
$1.02M -$141K -1,339 -12%
CCM
1506
Cohen Capital Management
California
$1.02M – – –
FMLI
1507
Fukoku Mutual Life Insurance
Japan
$1.01M +$160K +1,517 +18%
ACP
1508
Aviance Capital Partners
Florida
$1.01M -$11.1K -105 -1%
RC
1509
RBF Capital
California
$1.01M – – –
RWB
1510
RMR Wealth Builders
New Jersey
$1.01M +$9.19K +87 +0.9%
CWM
1511
Cornerstone Wealth Management
Missouri
$1.01M +$1.05M +9,956 New
TAM
1512
Trillium Asset Management
Massachusetts
$1.01M -$120K -1,138 -11%
WKWM
1513
Walter & Keenan Wealth Management
Indiana
$1.01M +$211 +2 +0%
EFSCE
1514
Enterprise Financial Services Corp (EFSC)
Missouri
$1.01M -$15K -142 -1%
PFBT
1515
Parkside Financial Bank & Trust
Missouri
$1.01M -$265K -2,510 -20%
IFWM
1516
Institute for Wealth Management
Colorado
$1.01M -$45.3K -429 -4%
CF
1517
Centaurus Financial
California
$1M -$448K -4,240 -30%
IW
1518
Imprint Wealth
South Carolina
$1M +$1.05M +9,917 New
BIM
1519
Barton Investment Management
Pennsylvania
$1M – – –
ANBT
1520
American National Bank & Trust
Texas
$999K +$212K +2,007 +26%
IDBONY
1521
Israel Discount Bank of New York
New York
$995K -$108K -1,023 -9%
GWM
1522
Geneos Wealth Management
Colorado
$993K -$64.1K -607 -6%
IIM
1523
Intact Investment Management
Quebec, Canada
$992K +$486K +4,600 +88%
GHAM
1524
Gilman Hill Asset Management
Connecticut
$992K -$79.2K -750 -7%
ZAM
1525
Zevin Asset Management
Massachusetts
$992K – – –
59 60
61
62 63