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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
RWP
1601
RWA Wealth Partners
Massachusetts
$412K -$73.4K -933 -16%
TCB
1602
Texas Capital Bancshares
Texas
$409K – – –
FPA
1603
First Pacific Advisors
California
$408K – – –
RM
1604
Resource Management
Louisiana
$407K -$17.9K -227 -4%
AW
1605
Alpha Windward
Massachusetts
$406K +$53.1K +674 +17%
AWA
1606
Arete Wealth Advisors
Illinois
$405K +$24.5K +311 +7%
DBG
1607
De Burlo Group
Massachusetts
$404K – – –
PCM
1608
Pointe Capital Management
Michigan
$403K – – –
MSR
1609
Main Street Research
Connecticut
$402K -$18.5K -235 -5%
CG
1610
Corundum Group
Colorado
$400K +$1.73K +22 +0.5%
WRM
1611
Weybosset Research & Management
Rhode Island
$399K +$11.8K +150 +3%
FLI
1612
Family Legacy Inc
South Carolina
$398K -$3.86K -49 -1%
YWP
1613
YorkBridge Wealth Partners
New York
$398K +$79 +1 +0%
FA
1614
Financial Advisors
Massachusetts
$397K +$3.94K +50 +1%
RA
1615
RFG Advisory
Alabama
$397K +$80.4K +1,021 +27%
PBO
1616
Peoples Bank (Ohio)
Ohio
$396K +$13.1K +166 +4%
FIM
1617
Freedom Investment Management
Connecticut
$395K -$81.7K -1,038 -18%
PAM
1618
Premier Asset Management
Illinois
$395K – – –
RWM
1619
Ritholtz Wealth Management
New York
$395K – – –
HH
1620
HWG Holdings
Texas
$394K -$307K -3,894 -45%
FRM
1621
Fox Run Management
Connecticut
$394K +$369K +4,684 New
HI
1622
Horizon Investments
North Carolina
$393K -$125K -1,590 -25%
CBT
1623
Central Bank & Trust
Kentucky
$393K -$51.7K -657 -12%
CAAS
1624
Capital Asset Advisory Services
Michigan
$390K -$3.38K -43 -0.9%
AIS
1625
Accurate Investment Solutions
Pennsylvania
$388K – – –
63 64
65
66 67