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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
AT
1801
Arden Trust
Delaware
$836K -$12.8K -100 -2%
LCM
1802
Legato Capital Management
California
$836K – – –
MIAS
1803
Mason Investment Advisory Services
Virginia
$836K -$159K -1,240 -17%
MFG
1804
Monte Financial Group
Connecticut
$835K +$41K +320 +6%
NVIM
1805
New Vernon Investment Management
Illinois
$833K – – –
TSW
1806
Thompson Siegel & Walmsley
Virginia
$832K -$4.48K -35 -0.6%
PPW
1807
Parcion Private Wealth
Washington
$830K -$4.61K -36 -0.6%
TYCC
1808
Texas Yale Capital Corp
Florida
$827K +$86.4K +675 +13%
MAG
1809
MRA Advisory Group
New Jersey
$825K +$107K +839 +17%
PP
1810
Pegasus Partners
Wisconsin
$824K -$1.12M -8,738 -60%
NDSI
1811
Newman Dignan & Sheerar Inc
Rhode Island
$823K – – –
ECM
1812
EagleClaw Capital Management
Massachusetts
$821K – – –
AC
1813
Avestar Capital
New York
$820K -$31.5K -246 -4%
T
1814
TCWP
Ohio
$820K +$746K +5,830 New
OIA
1815
Optimum Investment Advisors
Illinois
$818K – – –
CPO
1816
Cerity Partners OCIO
New York
$817K -$31.1K -243 -4%
AFG
1817
Allegheny Financial Group
Pennsylvania
$817K +$128 +1 +0%
SAM
1818
SignalPoint Asset Management
Missouri
$816K – – –
KA
1819
Klingman & Associates
New York
$816K +$6.66K +52 +0.9%
ISB
1820
Iowa State Bank
Iowa
$815K -$56.3K -440 -7%
EI
1821
Ellevest Inc
New York
$813K -$58.5K -457 -7%
FG
1822
Foster Group
Iowa
$812K +$1.54K +12 +0.2%
FNT
1823
First Nebraska Trust
Nebraska
$812K -$128K -1,000 -15%
CAAS
1824
Capital Asset Advisory Services
Michigan
$810K +$11.6K +91 +2%
DA
1825
DCM Advisors
New York
$810K +$403K +3,145 +121%
71 72
73
74 75