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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
1701
Strategic Financial Services
New York
$295K – – –
TPWA
1702
TRUE Private Wealth Advisors
Oregon
$294K -$571K -7,668 -68%
CWM
1703
Cabot Wealth Management
Massachusetts
$292K +$24.9K +335 +10%
AA
1704
Apriem Advisors
California
$290K -$43.6K -586 -14%
DDPIC
1705
Deroy & Devereaux Private Investment Counsel
Michigan
$290K – – –
NAMP
1706
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$290K – – –
FM
1707
Foster & Motley
Ohio
$289K -$47.5K -638 -15%
CP
1708
Cumberland Partners
Ontario, Canada
$288K – – –
LSCM
1709
LaSalle Street Capital Management
Illinois
$288K – – –
MA
1710
MONECO Advisors
Connecticut
$288K +$268K +3,608 New
CA
1711
Claro Advisors
Massachusetts
$287K -$6.1K -82 -2%
BSB
1712
Bangor Savings Bank
Maine
$287K -$2.23K -30 -0.8%
SIM
1713
Sonora Investment Management
Arizona
$286K -$26.6K -357 -9%
CAGAS
1714
Capital Advisory Group Advisory Services
Minnesota
$286K +$149 +2 +0.1%
CHA
1715
Carmichael Hill & Associates
Maryland
$284K -$16.7K -224 -6%
VA
1716
Valmark Advisers
Ohio
$284K -$2.6K -35 -1%
9WM
1717
9258 Wealth Management
Ohio
$283K +$30.1K +405 +13%
GCM
1718
Gunderson Capital Management
South Carolina
$283K +$31.8K +427 +14%
SCM
1719
Stonehearth Capital Management
Massachusetts
$282K – – –
DWM
1720
Dakota Wealth Management
Florida
$282K +$262K +3,524 New
DA
1721
DSC Advisors
Illinois
$281K +$744 +10 +0.3%
BWM
1722
Buckley Wealth Management
Nevada
$280K -$173K -2,331 -40%
NIM
1723
Nexus Investment Management
Ontario, Canada
$280K – – –
PWMAG
1724
Pinnacle Wealth Management Advisory Group
New Jersey
$280K – – –
CCP
1725
Clarkston Capital Partners
Michigan
$279K – – –
67 68
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70 71