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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
1626
MTM Investment Management
South Carolina
$880K +$123 +1 +0%
TLCM
1627
Twin Lakes Capital Management
California
$876K +$222K +1,811 +32%
FC
1628
Forte Capital
New York
$874K – – –
MWP
1629
Meridian Wealth Partners
Pennsylvania
$872K +$4.79K +39 +0.5%
FIM
1630
Freedom Investment Management
Connecticut
$871K +$61.4K +500 +7%
CWM
1631
Cornerstone Wealth Management
Missouri
$866K -$272K -2,214 -23%
DA
1632
Doliver Advisors
Texas
$864K -$318K -2,590 -26%
PIM
1633
Perpetual Investment Management
Australia
$862K – – –
HWA
1634
Heritage Wealth Advisors
Virginia
$862K +$49.1K +400 +6%
MSFS
1635
Main Street Financial Solutions
Pennsylvania
$861K +$98K +798 +12%
CA
1636
Cornerstone Advisory
Maryland
$851K – – –
MIAS
1637
Mason Investment Advisory Services
Virginia
$848K – – –
WPA
1638
West Paces Advisors
Georgia
$848K -$36.6K -298 -4%
PCP
1639
Proficio Capital Partners
Massachusetts
$844K -$19.7K -160 -2%
RIA
1640
Regal Investment Advisors
Michigan
$842K +$141K +1,145 +19%
YIA
1641
YHB Investment Advisors
Connecticut
$838K +$1.6K +13 +0.2%
BA
1642
Bridgewater Advisors
New York
$834K +$11.7K +95 +1%
PC
1643
Prairiewood Capital
North Dakota
$833K – – –
HWMA
1644
Heritage Wealth Management (Arizona)
Arizona
$831K +$99.4K +809 +13%
RC
1645
Reik & Co
New York
$829K – – –
MSR
1646
Main Street Research
Connecticut
$827K -$32.7K -266 -4%
BFPW
1647
BOK Financial Private Wealth
Colorado
$827K +$99.5K +810 +13%
PB
1648
Pinnacle Bancorp
Nebraska
$821K +$7.37K +60 +0.9%
SIM
1649
Sonora Investment Management
Arizona
$821K +$44.1K +359 +5%
CAN
1650
Claraphi Advisory Network
United States
$818K +$466K +3,797 +121%
64 65
66
67 68