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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
2076
SSI Investment Management
California
$419K -$50K -469 -11%
CCM
2077
Crew Capital Management
Ohio
$418K – – –
CP
2078
Castleview Partners
Texas
$418K -$1.6K -15 -0.4%
VST
2079
Van Strum & Towne
California
$417K – – –
EFM
2080
E Fund Management
China
$417K -$44.1K -414 -10%
PCM
2081
Pointe Capital Management
Michigan
$416K +$42.6K +400 +12%
RIP
2082
RAM Investment Partners
Washington
$412K -$9.49K -89 -2%
NC
2083
NinePointTwo Capital
California
$410K – – –
ONST
2084
Old North State Trust
North Carolina
$410K – – –
SP
2085
Saranac Partners
$410K – – –
AA
2086
Addison Advisors
Vermont
$410K -$5.33K -50 -1%
LB
2087
Legacy Bridge
Iowa
$409K +$21.3K +200 +6%
FSC
2088
Full Sail Capital
Oklahoma
$405K -$45K -422 -10%
CSC
2089
Caldwell Sutter Capital
California
$403K +$376K +3,523 +2,013%
APG
2090
Abacus Planning Group
South Carolina
$402K -$22.7K -213 -5%
KPWG
2091
KFA Private Wealth Group
Virginia
$402K -$18.2K -171 -4%
LIM
2092
Lathrop Investment Management
Arkansas
$402K -$2.13K -20 -0.5%
SAM
2093
Summit Asset Management
Tennessee
$402K -$2.67K -25 -0.7%
NCM
2094
Nelson Capital Management
California
$398K – – –
FFIC
2095
First Fiduciary Investment Counsel
Ohio
$398K – – –
HFM
2096
Hartford Funds Management
Pennsylvania
$398K +$133K +1,248 +52%
CFA
2097
Capstone Financial Advisors
Illinois
$397K +$32.1K +301 +9%
TF
2098
Theory Financial
Colorado
$397K -$10.7K -100 -3%
FA
2099
Fiduciary Alliance
South Carolina
$397K +$75K +704 +24%
DU
2100
Delphia (USA)
Ontario, Canada
$397K -$182K -1,708 -32%
82 83
84
85 86