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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
SAMT
1951
Select Asset Management & Trust
Pennsylvania
$696K – – –
VBA
1952
von Borstel & Associates
Oregon
$694K +$725K +5,520 New
VST
1953
Van Strum & Towne
California
$693K – – –
YIA
1954
YHB Investment Advisors
Connecticut
$693K -$34.8K -265 -5%
MP
1955
Moment Partners
California
$693K +$11.6K +88 +2%
RPWA
1956
Regent Peak Wealth Advisors
Georgia
$692K +$678K +5,167 New
TPWA
1957
TRUE Private Wealth Advisors
Oregon
$691K -$6.17K -47 -0.9%
PSCM
1958
Per Stirling Capital Management
Texas
$691K +$3.68K +28 +0.5%
ACG
1959
Allen Capital Group
Nebraska
$691K -$24.3K -185 -3%
FAFN
1960
First Affirmative Financial Network
Colorado
$691K +$103K +788 +18%
CB
1961
CNB Bank
Pennsylvania
$691K – – –
JIC
1962
Joel Isaacson & Co
New York
$690K – – –
CAM
1963
Covenant Asset Management
New Jersey
$688K +$24.5K +187 +4%
EFS
1964
Econ Financial Services
Pennsylvania
$688K +$674K +5,137 New
RCA
1965
Ranch Capital Advisors
Florida
$688K – – –
TA
1966
Tectonic Advisors
Texas
$687K -$1.55M -11,830 -70%
PWM
1967
Puff Wealth Management
New Jersey
$686K +$2.1K +16 +0.3%
CA
1968
Capital Advantage
California
$685K +$1.05K +8 +0.2%
CAC
1969
Certified Advisory Corp
Florida
$684K +$7.61K +58 +1%
BCM
1970
Brooktree Capital Management
Michigan
$683K – – –
CD
1971
Chapin Davis
Maryland
$683K – – –
NDSI
1972
Newman Dignan & Sheerar Inc
Rhode Island
$683K +$23.6K +180 +4%
EIG
1973
Ellenbecker Investment Group
Wisconsin
$682K +$2.89K +22 +0.4%
VCAM
1974
Van Cleef Asset Management
Ohio
$682K – – –
CSB
1975
City State Bank
Iowa
$681K -$16.4K -125 -2%
77 78
79
80 81