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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
KW
2026
KWB Wealth
California
$396K +$53.7K +437 +15%
EVC
2027
Eidelman Virant Capital
Missouri
$395K – – –
ANBT
2028
American National Bank & Trust
Texas
$395K +$29.5K +240 +8%
DI
2029
DFPG Investments
Utah
$394K +$73.6K +599 +22%
OWA
2030
Octavia Wealth Advisors
Ohio
$393K +$79.4K +646 +24%
MCP
2031
Mirador Capital Partners
California
$392K +$369 +3 +0.1%
GEA
2032
Glen Eagle Advisors
New Jersey
$391K +$1.97K +16 +0.5%
EIA
2033
Edgemoor Investment Advisors
Maryland
$390K -$49.1K -400 -11%
PWMG
2034
Prestige Wealth Management Group
New Jersey
$390K +$33.9K +276 +9%
BIP
2035
Blueprint Investment Partners
North Carolina
$389K +$404K +3,291 New
LTI
2036
Laffer Tengler Investments
Tennessee
$388K +$404K +3,288 New
BCA
2037
Bray Capital Advisors
Florida
$387K – – –
AIP
2038
Almanack Investment Partners
Pennsylvania
$387K +$25.8K +210 +7%
AWM
2039
Atticus Wealth Management
Florida
$386K -$85.5K -696 -18%
FNBSF
2040
First National Bank Sioux Falls
South Dakota
$386K – – –
APG
2041
Abacus Planning Group
South Carolina
$385K -$2.46K -20 -0.6%
SFS
2042
Strategic Financial Services
New York
$385K -$2.21K -18 -0.5%
GAMC
2043
Garner Asset Management Corp
Texas
$385K – – –
NCM
2044
Noesis Capital Mangement
Florida
$385K +$128K +1,042 +47%
SLWA
2045
San Luis Wealth Advisors
California
$384K +$399K +3,249 New
HHGA
2046
Halbert Hargrove Global Advisors
California
$383K +$3.07K +25 +0.8%
CBB
2047
Citizens Business Bank
California
$382K -$12.3K -100 -3%
LF
2048
Lee Financial
Texas
$381K -$6.14K -50 -2%
OIS
2049
Okabena Investment Services
Minnesota
$380K – – –
FA
2050
Fiducient Advisors
Illinois
$378K -$24.6K -200 -6%
80 81
82
83 84