ABT icon

Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
1951
Graham Capital Management
Connecticut
$554K -$110K -1,003 -17%
AIM
1952
Acropolis Investment Management
Missouri
$553K +$53.2K +485 +11%
BWM
1953
Brown Wealth Management
Illinois
$552K +$6.47K +59 +1%
MCM
1954
Marathon Capital Management
Maryland
$552K – – –
LA
1955
LM Advisors
California
$551K +$219 +2 +0%
BCM
1956
Buckhead Capital Management
Georgia
$551K -$5.48K -50 -1%
MCM
1957
Magnolia Capital Management
New York
$550K – – –
SWM
1958
Segment Wealth Management
Texas
$549K -$32.4K -295 -6%
SSW
1959
Smith Shellnut Wilson
Mississippi
$549K – – –
CFS
1960
CRA Financial Services
New Jersey
$548K -$16.5K -150 -3%
PHAM
1961
Palisades Hudson Asset Management
Florida
$547K – – –
FCIM
1962
Fairview Capital Investment Management
California
$546K -$24.2K -221 -4%
RPWA
1963
Regent Peak Wealth Advisors
Georgia
$545K +$8.78K +80 +2%
WFI
1964
West Family Investments
California
$544K +$523K +4,772 New
CCFM
1965
Clear Creek Financial Management
Washington
$540K +$8.12K +74 +2%
IAMOG
1966
Investors Asset Management of Georgia
Georgia
$540K – – –
TCWA
1967
Turtle Creek Wealth Advisors
Texas
$540K +$25.1K +229 +5%
ACG
1968
Allen Capital Group
Nebraska
$536K +$51.7K +471 +11%
AA
1969
Alta Advisers
United Kingdom
$536K +$21.9K +200 +4%
TC
1970
Trust Company
Kansas
$536K -$33.7K -307 -6%
PEA
1971
Park Edge Advisors
Ohio
$534K – – –
PJWM
1972
Philip James Wealth Mangement
Georgia
$534K +$514K +4,684 New
AAP
1973
Arax Advisory Partners
Colorado
$534K +$5.26K +48 +1%
WIM
1974
WealthPlan Investment Management
Nebraska
$533K -$719K -6,559 -58%
FWM
1975
Forza Wealth Management
Florida
$533K -$38.4K -350 -7%
77 78
79
80 81