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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
DA
1726
DSC Advisors
Illinois
$416K +$75.4K +900 +23%
TGAM
1727
TBH Global Asset Management
Tennessee
$416K +$402K +4,794 New
WRM
1728
Weybosset Research & Management
Rhode Island
$413K – – –
MWM
1729
Modera Wealth Management
New Jersey
$412K -$19.5K -233 -5%
GAM
1730
GQ Asset Management
New York
$412K +$124K +1,475 +45%
SIAS
1731
Shine Investment Advisory Services
Colorado
$412K +$230K +2,751 +138%
WG
1732
Winton Group
United Kingdom
$410K -$993K -11,862 -72%
MSR
1733
Main Street Research
Connecticut
$409K – – –
NJBEST
1734
New Jersey Better Educational Savings Trust
New Jersey
$408K +$142K +1,700 +57%
RWP
1735
RWA Wealth Partners
Massachusetts
$406K +$11.1K +132 +3%
BBI
1736
Baxter Bros Inc
Connecticut
$405K -$25.2K -301 -6%
LFA
1737
Landmark Financial Advisors
Kentucky
$405K -$5.61K -67 -1%
GIP
1738
Greatmark Investment Partners
Georgia
$405K – – –
POIA
1739
Pin Oak Investment Advisors
Texas
$405K +$152K +1,818 +64%
IF
1740
IRON Financial
Illinois
$403K +$10.6K +127 +3%
EAM
1741
Evanson Asset Management
California
$402K – – –
AIS
1742
Accurate Investment Solutions
Pennsylvania
$401K – – –
CFA
1743
CWS Financial Advisors
Michigan
$400K +$386K +4,605 New
KMWM
1744
Keudell/Morrison Wealth Management
Oregon
$400K +$386K +4,606 New
BWP
1745
BSW Wealth Partners
Colorado
$396K +$382K +4,563 New
IAMOG
1746
Investors Asset Management of Georgia
Georgia
$394K – – –
HH
1747
Hilltop Holdings
Texas
$393K -$635K -7,586 -63%
SWRP
1748
Summit Wealth & Retirement Planning
California
$393K -$670 -8 -0.2%
CB
1749
Cadence Bank
Mississippi
$392K -$33.5K -400 -8%
CA
1750
Capital Advantage
California
$391K +$28K +334 +8%
68 69
70
71 72