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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
PEA
1926
Park Edge Advisors
Ohio
$490K – – –
GWM
1927
GoalFusion Wealth Management
Texas
$488K +$233K +2,221 +79%
NF
1928
Nvest Financial
New Hampshire
$487K -$38.1K -363 -7%
ESBC
1929
E.S. Barr & Co
Kentucky
$487K -$15.1K -144 -3%
CFS
1930
CRA Financial Services
New Jersey
$486K +$160K +1,523 +44%
KWS
1931
Keystone Wealth Services
California
$486K -$61.7K -587 -10%
AC
1932
AXQ Capital
New Jersey
$484K +$525K +5,000 New
CFGS
1933
Concourse Financial Group Securities
Alabama
$483K -$22.1K -210 -4%
FWP
1934
FAS Wealth Partners
Kansas
$483K +$524K +4,990 New
RIA
1935
Realta Investment Advisors
Delaware
$483K -$74.1K -706 -14%
VPP
1936
Vertex Planning Partners
Illinois
$483K +$945 +9 +0.2%
PMG
1937
ProVise Management Group
Florida
$481K -$8.82K -84 -2%
MA
1938
MCF Advisors
Kentucky
$480K -$3.47K -33 -0.7%
FA
1939
Faithward Advisors
Pennsylvania
$479K +$82.8K +788 +19%
WA
1940
Wealth Architects
California
$478K -$9.14K -87 -2%
FMTCOCP
1941
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$477K -$7.04K -67 -1%
GPI
1942
General Partner Inc
Pennsylvania
$476K – – –
GAG
1943
GM Advisory Group
New York
$475K +$1.89K +18 +0.4%
CGA
1944
Crescent Grove Advisors
Illinois
$475K +$15K +143 +3%
CSB
1945
City State Bank
Iowa
$475K – – –
SMWM
1946
Silvia McColl Wealth Management
California
$474K – – –
TCB
1947
Texas Capital Bancshares
Texas
$473K +$210 +2 +0%
MCM
1948
Marathon Capital Management
Maryland
$473K +$105 +1 +0%
CSWM
1949
Cassady Schiller Wealth Management
Ohio
$472K +$4.62K +44 +0.9%
C
1950
Certuity
Florida
$470K +$34K +324 +7%
76 77
78
79 80