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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1951
SFMG Wealth Advisors
Texas
$587K -$57.3K -500 -9%
LWA
1952
Lantern Wealth Advisors
New York
$586K -$10.9K -95 -2%
QC
1953
Quent Capital
New York
$586K +$802 +7 +0.1%
MAWA
1954
Moss Adams Wealth Advisors
Washington
$585K +$247K +2,157 +72%
CP
1955
Castleview Partners
Texas
$584K +$117K +1,018 +25%
VWA
1956
Visionary Wealth Advisors
Illinois
$584K +$5.96K +52 +1%
VC
1957
Vicus Capital
Pennsylvania
$584K +$96K +837 +19%
UAML
1958
US Asset Management LLC
Pennsylvania
$583K -$8.14K -71 -1%
RCA
1959
Ranch Capital Advisors
Florida
$583K +$115 +1 +0%
OTL
1960
Oak Thistle LLC
New York
$583K +$588K +5,127 New
GP
1961
Greenline Partners
New York
$582K – – –
AIP
1962
ARS Investment Partners
New York
$581K – – –
BWG
1963
Beta Wealth Group
California
$580K -$56.9K -496 -9%
MPM
1964
MBB Public Markets
Illinois
$580K +$585K +5,101 New
WP
1965
Westmount Partners
California
$579K – – –
CFS
1966
CRA Financial Services
New Jersey
$576K +$10.5K +92 +2%
CAM
1967
Campion Asset Management
Virginia
$574K +$2.18K +19 +0.4%
BFG
1968
Berger Financial Group
Minnesota
$574K +$187K +1,629 +48%
RHJA
1969
Rice Hall James & Associates
California
$574K -$10.3K -90 -2%
HR
1970
Howe & Rusling
New York
$571K +$14.1K +123 +3%
RWA
1971
River Wealth Advisors
Pennsylvania
$570K +$212K +1,847 +58%
BC
1972
Belmont Capital
California
$568K – – –
ACM
1973
Alta Capital Management
Utah
$568K – – –
SOS
1974
Silver Oak Securities
Tennessee
$568K -$323K -2,820 -36%
MCM
1975
Mengis Capital Management
Oregon
$567K +$54.5K +475 +11%
77 78
79
80 81