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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
APW
1951
Acima Private Wealth
Virginia
$609K – – –
ERWM
1952
Elk River Wealth Management
Colorado
$608K – – –
WEG
1953
World Equity Group
Illinois
$608K +$36.7K +318 +6%
HGERS
1954
Householder Group Estate & Retirement Specialist
Arizona
$608K -$668K -5,778 -52%
HWA
1955
HMV Wealth Advisors
Louisiana
$608K +$621K +5,372 New
HB
1956
HTLF Bank
Colorado
$608K -$1.39K -12 -0.2%
QC
1957
Quent Capital
New York
$605K -$19K -164 -3%
PFS
1958
Physicians Financial Services
North Carolina
$604K – – –
CCM
1959
Carderock Capital Management
Maryland
$603K – – –
KWM
1960
Kolinsky Wealth Management
New Jersey
$603K +$28K +242 +5%
AWM
1961
Accurate Wealth Management
Florida
$602K +$58.1K +503 +10%
LF
1962
Lantz Financial
Illinois
$601K -$26.9K -233 -4%
MMCM
1963
Murphy & Mullick Capital Management
New York
$600K +$613K +5,305 New
FM
1964
Foster & Motley
Ohio
$600K +$92.4K +800 +18%
FWP
1965
FAS Wealth Partners
Kansas
$599K -$11.6K -100 -2%
TC
1966
Trust Company
Kansas
$599K +$68.8K +595 +13%
VCAM
1967
Van Cleef Asset Management
Ohio
$598K -$57.8K -500 -9%
PSCM
1968
Per Stirling Capital Management
Texas
$598K -$10.1K -87 -2%
FNB
1969
Farmers National Bank
Kentucky
$597K +$610K +5,276 New
1W
1970
1776 Wealth
Georgia
$594K -$20.3K -176 -3%
TCB
1971
Texas Capital Bancshares
Texas
$593K -$693 -6 -0.1%
RWA
1972
River Wealth Advisors
Pennsylvania
$592K -$12.5K -108 -2%
CIM
1973
CIM Investment Management
Pennsylvania
$592K -$5.08K -44 -0.8%
CSB
1974
City State Bank
Iowa
$590K +$77.3K +669 +15%
PWM
1975
Puff Wealth Management
New Jersey
$589K +$602K +5,210 New
77 78
79
80 81