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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1401
Lighthouse Wealth Management
Ohio
$1.4M – – –
CVM
1402
Cheviot Value Management
California
$1.4M – – –
LRIC
1403
Long Road Investment Counsel
Michigan
$1.39M +$172K +1,521 +13%
PWAM
1404
Private Wealth Asset Management
Iowa
$1.39M +$54K +478 +4%
EI
1405
EFG International
$1.39M +$669K +5,927 +78%
PCG
1406
Prosperity Consulting Group
Maryland
$1.39M -$26.9K -238 -2%
BAM
1407
Bellevue Asset Management
Washington
$1.38M +$226 +2 +0%
SCI
1408
Stableford Capital II
Arizona
$1.38M +$64.7K +573 +4%
CPW
1409
Cove Private Wealth
New York
$1.38M +$123K +1,085 +9%
MTC
1410
McDaniel Terry & Co
Texas
$1.38M +$114K +1,012 +8%
MWM
1411
MOKAN Wealth Management
Kansas
$1.37M -$1.75M -15,492 -54%
SPC
1412
Sigma Planning Corp
Michigan
$1.37M -$850K -7,531 -36%
NF
1413
Nikulski Financial
Iowa
$1.36M -$44K -390 -3%
CWP
1414
Curated Wealth Partners
California
$1.36M -$339K -3,004 -18%
AL
1415
ARWA LLC
Texas
$1.36M +$339K +3,002 +29%
PIP
1416
Peachtree Investment Partners
Florida
$1.35M -$44K -390 -3%
BSA
1417
Bull Street Advisors
Georgia
$1.35M +$28.2K +250 +2%
KFP
1418
KMG Fiduciary Partners
Ohio
$1.34M -$157K -1,391 -10%
SC
1419
Stance Capital
Massachusetts
$1.34M +$190K +1,683 +15%
TW
1420
ticino wealth
California
$1.34M +$82.7K +732 +7%
AP
1421
Advisors Preferred
Maryland
$1.33M – – –
LF
1422
Lee Financial
Texas
$1.33M -$162K -1,437 -10%
BIAS
1423
Beacon Investment Advisory Services
New Jersey
$1.33M -$6.55K -58 -0.4%
HWAM
1424
Hennion & Walsh Asset Management
New Jersey
$1.33M +$309K +2,741 +27%
DWM
1425
Drive Wealth Management
Utah
$1.33M -$256K -2,265 -15%
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58 59