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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
EIG
2026
Ellenbecker Investment Group
Wisconsin
$206K +$199K +2,375 New
SXL
2027
Summit X LLC
Missouri
$205K – – –
VVP
2028
Venture Visionary Partners
Ohio
$205K +$198K +2,368 New
CA
2029
Cornerstone Advisory
Maryland
$204K -$22.9K -273 -10%
FCFC
2030
First Citizens Financial Corp
Iowa
$204K +$196K +2,346 New
OI
2031
Oakbrook Investments
Illinois
$202K -$924K -11,031 -83%
VFM
2032
Vivid Financial Management
California
$202K +$193K +2,304 New
HFG
2033
Heron Financial Group
New York
$201K +$189K +2,251 New
PFA
2034
Pettinga Financial Advisors
Indiana
$201K +$194K +2,312 New
HA
2035
Harfst & Associates
Wyoming
$200K +$193K +2,310 New
QT
2036
Quantbot Technologies
New York
$198K -$377K -4,506 -66%
FGAM
2037
Financial Gravity Asset Management
Texas
$198K -$77.6K -926 -29%
VRM
2038
Vectors Research Management
New York
$195K -$16.8K -200 -8%
SNBOSD
2039
Security National Bank of So Dak
Iowa
$194K – – –
PFGIA
2040
Patriot Financial Group Insurance Agency
Massachusetts
$194K +$10.8K +129 +6%
LD
2041
Lipe & Dalton
New York
$185K – – –
PWP
2042
Personal Wealth Partners
Minnesota
$185K – – –
DOA
2043
D'Orazio & Associates
Virginia
$184K +$168 +2 +0.1%
IAS
2044
IMA Advisory Services
Colorado
$182K – – –
GEA
2045
Glen Eagle Advisors
New Jersey
$180K +$31.6K +377 +22%
RAM
2046
Riggs Asset Management
Pennsylvania
$177K – – –
WQ
2047
Wealth Quarterback
New Jersey
$175K +$169K +2,012 New
CCMW
2048
Cypress Capital Management (Wyoming)
Wyoming
$172K -$15.2K -182 -8%
CT
2049
Clearstead Trust
Maine
$169K -$20.4K -244 -11%
SWM
2050
Sugarloaf Wealth Management
Georgia
$169K +$163K +1,951 New
80 81
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