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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1626
Baystate Wealth Management
Massachusetts
$707K +$21.4K +211 +3%
KLWA
1627
Kelly Lawrence W & Associates
California
$704K – – –
FDCC
1628
Foster Dykema Cabot & Co
Massachusetts
$704K +$6.19K +61 +1%
SFS
1629
Summit Financial Strategies
Ohio
$702K +$35.5K +350 +6%
OA
1630
Oxbow Advisors
Texas
$701K +$8.52K +84 +1%
FC
1631
Forte Capital
New York
$700K -$2.84K -28 -0.4%
SAM
1632
SignalPoint Asset Management
Missouri
$696K +$35.5K +350 +6%
BWM
1633
BT Wealth Management
Georgia
$691K – – –
EIP
1634
Ellis Investment Partners
Pennsylvania
$690K -$58.6K -578 -8%
PIN
1635
Prudent Investors Network
California
$687K +$4.57K +45 +0.7%
WC
1636
Westhampton Capital
North Carolina
$686K – – –
POIA
1637
Pin Oak Investment Advisors
Texas
$684K +$13K +128 +2%
TFM
1638
TFC Financial Management
Massachusetts
$683K +$637K +6,274 New
WIS
1639
Wright Investors Service
Connecticut
$682K +$636K +6,273 New
FPFS
1640
First Personal Financial Services
North Carolina
$681K -$12.2K -120 -2%
BOM
1641
Bank of Marin
California
$680K – – –
BWM
1642
BCS Wealth Management
Tennessee
$680K – – –
BWP
1643
BSW Wealth Partners
Colorado
$679K -$62.7K -618 -9%
AWM
1644
Altavista Wealth Management
North Carolina
$678K -$20.3K -200 -3%
NDSI
1645
Newman Dignan & Sheerar Inc
Rhode Island
$676K – – –
BWP
1646
Bernardo Wealth Planning
Pennsylvania
$675K -$1.73K -17 -0.3%
AIP
1647
ARS Investment Partners
New York
$669K – – –
RVPG
1648
Relative Value Partners Group
$669K – – –
CRIG
1649
Charter Research & Investment Group
Connecticut
$668K – – –
JWCA
1650
J.W. Coons Advisors
Ohio
$667K +$8.32K +82 +1%
64 65
66
67 68