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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
PG
1651
Patten Group
Tennessee
$667K +$51.2K +505 +9%
CIM
1652
CIM Investment Management
Pennsylvania
$665K -$5.88K -58 -0.9%
SNB
1653
Security National Bank
Nebraska
$665K – – –
CW
1654
CreativeOne Wealth
Kansas
$665K +$172K +1,691 +38%
ACM
1655
Argent Capital Management
Missouri
$664K – – –
KS
1656
Karpas Strategies
Connecticut
$664K – – –
SIA
1657
Strategic Investment Advisors
Michigan
$664K +$88.5K +872 +17%
CFC
1658
Coyle Financial Counsel
Illinois
$662K – – –
RM
1659
Resource Management
Louisiana
$661K +$64.9K +640 +12%
SIM
1660
Sterling Investment Management
Arizona
$660K +$615K +6,065 New
AMCA
1661
Arthur M. Cohen & Associates
Illinois
$659K – – –
RIG
1662
Renaissance Investment Group
Massachusetts
$659K – – –
AC
1663
Avestar Capital
New York
$658K -$579K -5,709 -49%
CWC
1664
Carolinas Wealth Consulting
North Carolina
$657K +$360K +3,544 +142%
SBF
1665
Sara-Bay Financial
Florida
$649K – – –
OCG
1666
Opus Capital Group
Ohio
$647K -$93.3K -920 -13%
PFS
1667
Physicians Financial Services
North Carolina
$646K – – –
NVIM
1668
New Vernon Investment Management
Illinois
$644K – – –
FIM
1669
Fernwood Investment Management
Massachusetts
$644K +$101 +1 +0%
DIA
1670
Davidson Investment Advisors
Montana
$642K – – –
BPM
1671
Bowling Portfolio Management
Ohio
$641K +$598K +5,894 New
FPCM
1672
Financial Partners Capital Management
New York
$641K -$65.9K -650 -10%
MWM
1673
Modera Wealth Management
New Jersey
$638K +$1.93K +19 +0.3%
MGIM
1674
M&G Investment Management
United Kingdom
$637K – – –
LCM
1675
Legato Capital Management
California
$636K – – –
65 66
67
68 69