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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
TSW
1776
Thompson Siegel & Walmsley
Virginia
$611K – – –
CWAG
1777
Compton Wealth Advisory Group
Virginia
$611K +$267K +2,459 +79%
MFW
1778
Mosaic Family Wealth
Missouri
$609K +$109 +1 +0%
CWM
1779
Centric Wealth Management
Illinois
$608K +$603K +5,549 New
BP
1780
Broadleaf Partners
Ohio
$603K +$21.7K +200 +4%
HPWM
1781
Highland Private Wealth Management
Washington
$602K -$3.7K -34 -0.6%
CAM
1782
Covenant Asset Management
New Jersey
$601K – – –
PI
1783
PFS Investments
Georgia
$600K +$217K +1,993 +58%
BPM
1784
Bowling Portfolio Management
Ohio
$597K -$47.6K -438 -7%
HIM
1785
Hotaling Investment Management
Pennsylvania
$597K – – –
IPW
1786
Inlet Private Wealth
Florida
$597K – – –
PA
1787
PFG Advisors
Arizona
$597K +$46.7K +430 +9%
AWA
1788
Arkadios Wealth Advisors
Georgia
$596K -$26.3K -242 -4%
ARMC
1789
American Research & Management Company
Massachusetts
$594K +$11.1K +102 +2%
JIP
1790
Jaffetilchin Investment Partners
Florida
$594K +$20.1K +185 +4%
DA
1791
DCM Advisors
New York
$594K +$589K +5,423 New
SNB
1792
Security National Bank
Nebraska
$593K -$76.1K -700 -11%
FWM
1793
Fairhaven Wealth Management
Illinois
$593K +$28K +258 +5%
BCAM
1794
Boston Common Asset Management
Massachusetts
$591K +$587K +5,402 New
SA
1795
Sicart Associates
New York
$590K -$217K -2,000 -27%
FDCC
1796
Foster Dykema Cabot & Co
Massachusetts
$590K -$117K -1,073 -17%
AFG
1797
Albion Financial Group
Utah
$589K +$114K +1,047 +24%
SFSG
1798
Sound Financial Strategies Group
Mississippi
$588K +$20.7K +190 +4%
GIM
1799
Greylin Investment Management
Virginia
$586K -$21.7K -200 -4%
CFG
1800
Cooper Financial Group
California
$586K +$582K +5,354 New
70 71
72
73 74