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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
OIWM
1551
OptiFour Integrated Wealth Management
Virginia
$536K – – –
UC
1552
Unio Capital
New Jersey
$535K – – –
CAN
1553
Claraphi Advisory Network
United States
$535K +$40.4K +476 +8%
WA
1554
Wealth Architects
California
$534K – – –
EIP
1555
Ellis Investment Partners
Pennsylvania
$530K -$7.56K -89 -1%
MCM
1556
Mengis Capital Management
Oregon
$529K +$14.9K +175 +3%
SRSA
1557
S.R. Schill & Associates
Washington
$522K – – –
AWM
1558
Altavista Wealth Management
North Carolina
$521K – – –
CL
1559
CIM LLC
New York
$518K +$57.4K +675 +12%
FCIM
1560
Fairview Capital Investment Management
California
$514K – – –
BWP
1561
Bernardo Wealth Planning
Pennsylvania
$513K – – –
SNB
1562
Security National Bank
Nebraska
$512K -$23.4K -275 -4%
KS
1563
Karpas Strategies
Connecticut
$510K – – –
MFW
1564
Mosaic Family Wealth
Missouri
$510K +$17.1K +201 +3%
FMTCOCP
1565
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$509K +$5.69K +67 +1%
RIG
1566
Renaissance Investment Group
Massachusetts
$509K +$65.2K +767 +14%
CRIG
1567
Charter Research & Investment Group
Connecticut
$508K +$42.5K +500 +9%
PFS
1568
Physicians Financial Services
North Carolina
$507K – – –
CIAS
1569
Capital Investment Advisory Services
North Carolina
$504K -$33.1K -390 -6%
FIM
1570
Fernwood Investment Management
Massachusetts
$500K -$4.25K -50 -0.8%
BSB
1571
Bangor Savings Bank
Maine
$498K +$197K +2,314 +64%
NVIM
1572
New Vernon Investment Management
Illinois
$495K – – –
RIA
1573
Realta Investment Advisors
Delaware
$494K -$7.14K -84 -1%
CST
1574
Charles Schwab Trust
Nevada
$494K +$513K +6,040 New
NGA
1575
Naples Global Advisors
Florida
$493K – – –
61 62
63
64 65