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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
1901
Castleview Partners
Texas
$604K -$2.52K -23 -0.4%
CCG
1902
Catalina Capital Group
California
$603K +$119K +1,086 +26%
GSEP
1903
Golden State Equity Partners
California
$603K +$24.2K +221 +4%
CIM
1904
CIM Investment Management
Pennsylvania
$601K -$19.3K -176 -3%
TCB
1905
Texas Capital Bancshares
Texas
$599K -$4.06K -37 -0.7%
CCA
1906
Childress Capital Advisors
Texas
$596K +$68.6K +625 +14%
BIP
1907
Blueprint Investment Partners
North Carolina
$596K +$573K +5,226 New
CFO
1908
Callan Family Office
Pennsylvania
$595K +$134K +1,223 +31%
WA
1909
Wealth Architects
California
$587K -$439 -4 -0.1%
PWM
1910
Prentice Wealth Management
New York
$587K +$42.7K +389 +8%
RCA
1911
Ranch Capital Advisors
Florida
$585K – – –
MWM
1912
MBE Wealth Management
Wisconsin
$584K +$12.2K +111 +2%
MCC
1913
Malaga Cove Capital
California
$583K +$285K +2,595 +103%
QWP
1914
Quotient Wealth Partners
Texas
$583K +$46.4K +423 +9%
CPC
1915
Cookson Peirce & Co
Pennsylvania
$582K -$39.8K -363 -7%
KWM
1916
Kolinsky Wealth Management
New Jersey
$581K +$7.24K +66 +1%
UAML
1917
US Asset Management LLC
Pennsylvania
$579K – – –
MCWS
1918
McKinley Carter Wealth Services
West Virginia
$578K -$7.35K -67 -1%
EIG
1919
Ellenbecker Investment Group
Wisconsin
$578K -$55.5K -506 -9%
WP
1920
Westmount Partners
California
$577K -$25.8K -235 -4%
WEG
1921
World Equity Group
Illinois
$577K +$5.92K +54 +1%
MPM
1922
Meritage Portfolio Management
Kansas
$576K +$4.94K +45 +0.9%
GAG
1923
GM Advisory Group
New York
$576K +$7.9K +72 +1%
GJWM
1924
Gilliland Jeter Wealth Management
Arkansas
$575K +$27.6K +252 +5%
NRC
1925
New Republic Capital
North Carolina
$572K -$72.6K -662 -12%
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77
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