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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
2026
WealthTrust Axiom
Pennsylvania
$236K +$234K +2,588 New
CWM
2027
Calamos Wealth Management
Illinois
$235K -$142K -1,570 -38%
BLAM
2028
Bourne Lent Asset Management
New York
$235K – – –
AA
2029
ALPS Advisors
Colorado
$233K -$25.5K -282 -10%
PI
2030
Parkside Investments
Illinois
$233K – – –
CRCM
2031
Corbett Road Capital Management
Virginia
$233K +$38.7K +428 +20%
GSAM
2032
Grant Street Asset Management
Pennsylvania
$233K +$230K +2,547 New
AWM
2033
Apollon Wealth Management
South Carolina
$233K +$230K +2,548 New
RP
2034
Rowlandmiller & Partners
Georgia
$232K – – –
FC
2035
Financial Consulate
Maryland
$232K +$181 +2 +0.1%
IFG
2036
Investors Financial Group
Minnesota
$231K +$228K +2,527 New
RIM
2037
Redwood Investment Management
Arizona
$231K +$229K +2,529 New
ANBT
2038
American National Bank & Trust
Texas
$230K -$9.85K -109 -4%
BL
2039
Balentine LLC
Georgia
$230K +$152K +1,681 +202%
SIAS
2040
Shine Investment Advisory Services
Colorado
$229K +$35.7K +395 +19%
RA
2041
Riversedge Advisors
Delaware
$229K +$226K +2,500 New
PI
2042
PFS Investments
Georgia
$229K +$227K +2,508 New
CWC
2043
Carolinas Wealth Consulting
North Carolina
$228K +$226K +2,497 New
CF
2044
Copperwynd Financial
Arizona
$227K +$224K +2,481 New
FCFC
2045
First Citizens Financial Corp
Iowa
$227K +$224K +2,481 New
EIG
2046
Ellenbecker Investment Group
Wisconsin
$227K +$224K +2,482 New
RCC
2047
Red Cedar Capital
Nebraska
$226K – – –
SIC
2048
Shoker Investment Counsel
Ohio
$226K +$224K +2,477 New
BS
2049
Bessemer Securities
New York
$225K – – –
EWP
2050
Engrave Wealth Partners
Texas
$225K – – –
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