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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
YIA
1701
YHB Investment Advisors
Connecticut
$765K +$22.7K +200 +3%
CRIG
1702
Charter Research & Investment Group
Connecticut
$764K +$20.7K +182 +3%
PCP
1703
Proficio Capital Partners
Massachusetts
$762K -$120K -1,061 -13%
CYG
1704
Clean Yield Group
Vermont
$762K – – –
RC
1705
Reik & Co
New York
$762K – – –
CAAS
1706
Capital Asset Advisory Services
Michigan
$761K +$136K +1,196 +21%
CFO
1707
Colony Family Offices
North Carolina
$761K +$795K +7,000 New
GA
1708
Geller Advisors
New York
$756K – – –
FCFC
1709
First Commonwealth Financial Corp
Pennsylvania
$755K -$49.4K -435 -6%
RHJA
1710
Rice Hall James & Associates
California
$754K – – –
WPA
1711
West Paces Advisors
Georgia
$752K -$16.9K -149 -2%
SAM
1712
Simplify Asset Management
Nevada
$749K +$156K +1,375 +25%
T
1713
TCWP
Ohio
$748K +$106K +937 +16%
TLCM
1714
Twin Lakes Capital Management
California
$747K -$28.6K -252 -4%
FNB
1715
Farmers National Bank
Kentucky
$744K +$42.9K +378 +6%
MHS
1716
M Holdings Securities
Oregon
$743K -$45.3K -399 -6%
OMIC
1717
Old Mission Investment Co
Michigan
$741K +$34K +299 +5%
DBG
1718
De Burlo Group
Massachusetts
$740K -$1.11M -9,770 -59%
TPWM
1719
Twelve Points Wealth Management
Massachusetts
$740K – – –
MSR
1720
Main Street Research
Connecticut
$740K +$1.7K +15 +0.2%
1IA
1721
1620 Investment Advisors
Massachusetts
$735K -$360K -3,170 -32%
PB
1722
Pinnacle Bancorp
Nebraska
$734K – – –
CMS
1723
Capital Market Strategies
Florida
$732K +$23.1K +203 +3%
BA
1724
Bridgewater Advisors
New York
$731K -$5.22K -46 -0.7%
GC
1725
Globeflex Capital
California
$730K -$51.6K -454 -6%
67 68
69
70 71