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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
NWP
1551
Northstar Wealth Partners
Connecticut
$323K +$394 +6 +0.1%
CAM
1552
Close Asset Management
United Kingdom
$323K +$289K +4,400 New
RM
1553
Resource Management
Louisiana
$321K +$263 +4 +0.1%
PFC
1554
Phocas Financial Corp
California
$320K – – –
JG
1555
Jefferies Group
New York
$319K -$763K -11,619 -73%
BWM
1556
BerganKDV Wealth Management
Minnesota
$319K -$1.12K -17 -0.4%
LA
1557
LVW Advisors
New York
$319K – – –
SSW
1558
Smith Shellnut Wilson
Mississippi
$319K +$286K +4,354 New
WP
1559
WealthShield Partners
North Carolina
$318K -$14.6K -223 -5%
AFG
1560
Albion Financial Group
Utah
$318K – – –
CWA
1561
Cypress Wealth Advisors
California
$316K – – –
KA
1562
Kaizen Advisory
Illinois
$316K – – –
TFF
1563
The Family Firm
Maryland
$315K -$3.94K -60 -1%
LI
1564
Lafayette Investments
Maryland
$314K +$328 +5 +0.1%
AA
1565
Alesco Advisors
New York
$313K – – –
BWM
1566
Baystate Wealth Management
Massachusetts
$313K +$1.12K +17 +0.4%
MAM
1567
Morse Asset Management
Connecticut
$313K +$280K +4,260 New
HC
1568
Henshaw Capital
Massachusetts
$313K – – –
BDWM
1569
Brewin Dolphin Wealth Management
Ireland
$312K – – –
AW
1570
Alpha Windward
Massachusetts
$312K -$1.9K -29 -0.7%
FM
1571
Foster & Motley
Ohio
$312K -$919 -14 -0.3%
MIH
1572
Madison Investment Holdings
Wisconsin
$312K – – –
AIM
1573
Advantage Investment Management
Iowa
$312K +$72.2K +1,100 +35%
GAM
1574
Gemmer Asset Management
California
$309K -$2.23K -34 -0.8%
CSM
1575
CAMG Solamere Management
North Carolina
$308K -$93.3K -1,421 -25%
61 62
63
64 65