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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
1951
Valley Wealth Managers
New Jersey
$470K +$8.45K +80 +2%
CCT
1952
Capital City Trust
Florida
$470K +$10.2K +97 +2%
ESB
1953
Essex Savings Bank
Connecticut
$469K -$1.06K -10 -0.2%
CWM
1954
Circle Wealth Management
New Jersey
$469K -$317 -3 -0.1%
GIM
1955
Greylin Investment Management
Virginia
$468K – – –
WCA
1956
Westover Capital Advisors
Delaware
$467K -$2.01K -19 -0.4%
ACA
1957
Ackerman Capital Advisors
Texas
$466K – – –
TA
1958
TruWealth Advisors
Louisiana
$465K +$100K +947 +26%
CAM
1959
Covenant Asset Management
New Jersey
$464K -$10.6K -100 -2%
CFP
1960
Catalyst Financial Partners
Massachusetts
$463K +$35.4K +335 +8%
MCM
1961
Mengis Capital Management
Oregon
$462K – – –
FFA
1962
Founders Financial Alliance
North Carolina
$462K -$49.1K -465 -9%
AIM
1963
Alhambra Investment Management
Florida
$462K +$2.01K +19 +0.4%
RIA
1964
Realta Investment Advisors
Delaware
$462K -$180K -1,708 -27%
GAM
1965
Gould Asset Management
California
$461K – – –
BMC
1966
Beaton Management Company
Massachusetts
$461K – – –
AWM
1967
Angeles Wealth Management
California
$460K +$56.3K +533 +13%
CNB
1968
Camden National Bank
Maine
$460K -$173K -1,642 -27%
NCM
1969
Northwest Capital Management
Oregon
$460K +$3.59K +34 +0.8%
SWA
1970
Sax Wealth Advisors
New Jersey
$459K +$106 +1 +0%
FA
1971
Financial Advisors
Massachusetts
$458K – – –
EP
1972
Eudaimonia Partners
Tennessee
$458K -$414K -3,920 -46%
BFG
1973
Barber Financial Group
Kansas
$457K -$6.33K -60 -1%
IWM
1974
Integris Wealth Management
California
$457K -$6.76K -64 -1%
PBO
1975
Peoples Bank (Ohio)
Ohio
$457K -$12.9K -122 -3%
77 78
79
80 81