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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
UB
1926
Umpqua Bank
Oregon
$570K +$22.4K +211 +4%
CPC
1927
Cookson Peirce & Co
Pennsylvania
$568K +$7K +66 +1%
BFPW
1928
BOK Financial Private Wealth
Colorado
$567K +$26.8K +253 +5%
CIM
1929
CIM Investment Management
Pennsylvania
$566K -$6.15K -58 -1%
HB
1930
HTLF Bank
Colorado
$566K -$21.8K -206 -4%
CWM
1931
Campbell Wealth Management
Virginia
$566K – – –
ERWM
1932
Elk River Wealth Management
Colorado
$564K – – –
QC
1933
Quent Capital
New York
$561K +$26.1K +246 +5%
CCM
1934
Carderock Capital Management
Maryland
$560K -$2.84M -26,782 -83%
APW
1935
Acima Private Wealth
Virginia
$559K -$23.3K -220 -4%
CFGS
1936
Concourse Financial Group Securities
Alabama
$559K -$52.9K -499 -8%
RWA
1937
River Wealth Advisors
Pennsylvania
$559K +$38.3K +361 +7%
TWM
1938
Trueblood Wealth Management
Ohio
$557K +$848 +8 +0.1%
FNB
1939
Farmers National Bank
Kentucky
$556K -$34.6K -326 -6%
PFS
1940
Physicians Financial Services
North Carolina
$555K – – –
TGAM
1941
TBH Global Asset Management
Tennessee
$554K -$42.4K -400 -7%
VPP
1942
Vertex Planning Partners
Illinois
$554K +$1.7K +16 +0.3%
CP
1943
Castleview Partners
Texas
$553K +$19K +179 +3%
VCP
1944
Verus Capital Partners
Arizona
$551K -$24.4K -230 -4%
BWG
1945
Beta Wealth Group
California
$551K +$20.7K +195 +4%
MW
1946
Members Wealth
Pennsylvania
$551K +$438K +4,130 New
CAS
1947
CTC Alternative Strategies
Illinois
$551K -$865K -8,158 -61%
CH
1948
Cromwell Holdings
Wyoming
$551K +$562K +5,300 New
TCB
1949
Texas Capital Bancshares
Texas
$549K -$1.91K -18 -0.3%
SWA
1950
Sax Wealth Advisors
New Jersey
$549K +$560K +5,282 New
76 77
78
79 80