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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
CPP
1926
Crow Point Partners
Massachusetts
$260K +$251K +3,000 New
MAM
1927
Madison Asset Management
Wisconsin
$259K +$250K +2,979 New
PG
1928
Patten Group
Tennessee
$258K +$19.7K +235 +9%
FNBOH
1929
First National Bank of Hutchinson
Kansas
$257K -$22.4K -267 -8%
JA
1930
JOYN Advisors
Georgia
$256K -$8.96K -107 -4%
CPSC
1931
Carl P. Sherr & Co
Massachusetts
$256K +$247K +2,952 New
VA
1932
Valmark Advisers
Ohio
$255K -$87.9K -1,049 -26%
JWA
1933
JFS Wealth Advisors
Pennsylvania
$255K +$4.19K +50 +2%
AAMA
1934
Advanced Asset Management Advisors
Ohio
$254K +$84 +1 +0%
AA
1935
Argent Advisors
Louisiana
$254K +$133K +1,589 New
BWA
1936
Burt Wealth Advisors
Maryland
$252K – – –
HZ
1937
Hixon Zuercher
Ohio
$252K +$243K +2,900 New
CIA
1938
Cascade Investment Advisors
Oregon
$252K -$16.8K -200 -6%
PO
1939
Private Ocean
California
$251K -$107K -1,280 -31%
EIA
1940
Edgemoor Investment Advisors
Maryland
$251K – – –
LF
1941
Lee Financial
Texas
$250K – – –
SIA
1942
SeaBridge Investment Advisors
New Jersey
$250K – – –
ACG
1943
Allen Capital Group
Nebraska
$249K -$2.43K -29 -1%
PVWM
1944
Point View Wealth Management
New Jersey
$249K – – –
SRC
1945
Sage Rhino Capital
California
$249K +$2.76K +33 +1%
SAM
1946
Summit Asset Management
Tennessee
$248K -$2.76K -33 -1%
OAM
1947
Occidental Asset Management
California
$248K – – –
PCM
1948
Palisade Capital Management
New Jersey
$248K – – –
PWA
1949
Providence Wealth Advisors
Illinois
$247K – – –
EWF
1950
Epstein & White Financial
California
$247K +$5.19K +62 +2%
76 77
78
79 80