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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
1551
Sonora Investment Management
Arizona
$833K +$341K +3,366 +78%
NB
1552
Northwest Bancshares
Pennsylvania
$832K – – –
CWP
1553
CFM Wealth Partners
Texas
$830K +$3.65K +36 +0.5%
WPA
1554
West Paces Advisors
Georgia
$830K -$11.7K -115 -1%
NAS
1555
Nicolet Advisory Services
Wisconsin
$829K -$482K -4,747 -38%
CNB
1556
Camden National Bank
Maine
$826K +$72.4K +714 +10%
CFA
1557
CWS Financial Advisors
Michigan
$825K -$19.2K -189 -2%
BCM
1558
Buckhead Capital Management
Georgia
$824K +$74.1K +730 +11%
CWM
1559
Concentric Wealth Management
California
$823K – – –
IAIM
1560
International Assets Investment Management
Florida
$822K -$46K -453 -6%
WP
1561
WealthSource Partners
California
$822K -$12.2K -120 -2%
MSR
1562
Main Street Research
Connecticut
$818K -$40.8K -402 -5%
LBC
1563
Lawrence B. Cohen
$818K -$30.4K -300 -4%
EH
1564
Equitable Holdings
New York
$814K +$16.1K +159 +2%
MWA
1565
Meridian Wealth Advisors
Texas
$808K +$26.4K +260 +4%
SA
1566
Sicart Associates
New York
$804K – – –
SP
1567
Successful Portfolios
Florida
$804K +$3.04K +30 +0.4%
SAM
1568
Seelaus Asset Management
New Jersey
$803K -$2.64K -26 -0.4%
FA
1569
FMA Advisory
Pennsylvania
$802K +$47.8K +471 +7%
AIC
1570
Archer Investment Corporation
Indiana
$799K – – –
HH
1571
Hilltop Holdings
Texas
$787K -$91K -897 -11%
MCM
1572
McRae Capital Management
New Jersey
$785K – – –
VI
1573
Versor Investments
New York
$784K +$345K +3,400 +89%
MIAS
1574
Mason Investment Advisory Services
Virginia
$781K – – –
SLF
1575
Sun Life Financial
Ontario, Canada
$778K +$726K +7,158 New
61 62
63
64 65