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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
1926
Nelson Capital Management
California
$476K -$17K -138 -3%
LB
1927
Legacy Bridge
Iowa
$476K – – –
AIM
1928
Acropolis Investment Management
Missouri
$475K – – –
OPOWM
1929
One Plus One Wealth Management
Florida
$475K – – –
AP
1930
Atwood & Palmer
Missouri
$475K +$44.2K +360 +10%
SWM
1931
Segment Wealth Management
Texas
$475K +$46.4K +378 +10%
HIS
1932
Harvest Investment Services
Illinois
$474K -$149K -1,215 -23%
TCBWMS
1933
Texas Capital Bank Wealth Management Services
Texas
$474K +$60.9K +496 +14%
ESCM
1934
Echo Street Capital Management
New York
$474K +$492K +4,009 New
SRC
1935
Stone Run Capital
New York
$473K – – –
SMG
1936
Spectrum Management Group
Indiana
$473K +$9.21K +75 +2%
GAM
1937
Gemmer Asset Management
California
$472K +$860 +7 +0.2%
CWM
1938
Cranbrook Wealth Management
Michigan
$472K +$14.4K +117 +3%
MPW
1939
Monterey Private Wealth
California
$471K +$4.18K +34 +0.8%
PPP
1940
Private Portfolio Partners
New Jersey
$471K +$195K +1,589 +66%
SW
1941
SteelPeak Wealth
California
$470K -$153K -1,249 -24%
RVM
1942
Robinson Value Management
Texas
$470K +$58.3K +475 +14%
CIM
1943
Contravisory Investment Management
Massachusetts
$469K -$7.27M -59,177 -94%
EWM
1944
Evermay Wealth Management
Virginia
$468K +$9.83K +80 +2%
BOS
1945
Bingham Osborn & Scarborough
California
$467K -$3.19K -26 -0.7%
GB
1946
Goepper Burkhardt
South Carolina
$467K – – –
EMG
1947
ETF Managers Group
New Jersey
$467K +$74.9K +610 +18%
CF
1948
Corrigan Financial
Rhode Island
$466K – – –
VLKIM
1949
Van Lanschot Kempen Investment Management
Netherlands
$466K +$485K +3,946 New
BO
1950
BRR OpCo
Ohio
$465K +$28K +228 +6%
76 77
78
79 80