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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
MW
1951
Marcum Wealth
Ohio
$547K -$19.2K -181 -3%
WP
1952
Westmount Partners
California
$546K +$21.1K +199 +4%
TCOO
1953
Trust Company of Oklahoma
Oklahoma
$546K -$11.9K -112 -2%
FWP
1954
FAS Wealth Partners
Kansas
$544K +$3.71K +35 +0.7%
AFA
1955
AA Financial Advisors
Ohio
$543K +$2.86K +27 +0.5%
AIM
1956
ARGA Investment Management
Connecticut
$543K – – –
BEC
1957
Blue Edge Capital
Virginia
$542K – – –
CF
1958
Convergence Financial
Missouri
$539K +$550K +5,190 New
TPWM
1959
Twelve Points Wealth Management
Massachusetts
$537K -$4.67K -44 -0.8%
SFS
1960
Strategic Financial Services
New York
$536K +$186K +1,750 +51%
WA
1961
Wealth Architects
California
$535K -$6.68K -63 -1%
MCWS
1962
McKinley Carter Wealth Services
West Virginia
$534K -$157K -1,484 -22%
FNBOH
1963
First National Bank of Hutchinson
Kansas
$534K +$38.8K +366 +8%
RCA
1964
Ranch Capital Advisors
Florida
$533K +$106 +1 +0%
SWM
1965
Segment Wealth Management
Texas
$531K +$58K +547 +12%
AWM
1966
Accurate Wealth Management
Florida
$531K +$17.5K +165 +3%
SB
1967
Strategic Blueprint
Georgia
$530K +$24.8K +234 +5%
CFSG
1968
Community Financial Services Group
Vermont
$529K -$49K -462 -8%
RFG
1969
Range Financial Group
Oregon
$529K -$33.3K -314 -6%
GP
1970
Greenline Partners
New York
$528K – – –
AC
1971
Allstate Corporation
Illinois
$528K -$45.8K -432 -8%
ZB
1972
Zions Bancorporation
Utah
$528K -$591K -5,571 -52%
GSEP
1973
Golden State Equity Partners
California
$526K +$537K +5,066 New
CAM
1974
Campion Asset Management
Virginia
$525K – – –
FNWA
1975
Financial Network Wealth Advisors
Utah
$524K +$18.1K +171 +4%
77 78
79
80 81