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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
2026
CoreFirst Bank & Trust
Kansas
$507K -$33.8K -273 -6%
MC
2027
Machina Capital
France
$507K +$345K +2,781 +185%
HWM
2028
HighMark Wealth Management
Minnesota
$504K +$1.12K +9 +0.2%
GWANC
2029
Guardian Wealth Advisors (North Carolina)
North Carolina
$502K -$98.7K -796 -16%
FAFN
2030
First Affirmative Financial Network
Colorado
$502K -$41.7K -336 -7%
OCPWS
2031
One Charles Private Wealth Services
Massachusetts
$501K +$50.8K +410 +11%
TCM
2032
Tradewinds Capital Management
Washington
$499K – – –
CHA
2033
Cooper/Haims Advisors
New York
$499K +$62K +500 +13%
BS
2034
Bessemer Securities
New York
$499K +$186K +1,500 +55%
PCG
2035
Private Capital Group
Connecticut
$498K -$8.68K -70 -2%
EFG
2036
Everhart Financial Group
Ohio
$498K +$133K +1,075 +34%
NIMI
2037
Natixis Investment Managers International
France
$498K +$522K +4,208 New
FDCC
2038
Foster Dykema Cabot & Co
Massachusetts
$497K -$25.4K -205 -5%
BHC
2039
Bowen Hanes & Co
Florida
$497K -$24.8K -200 -5%
CFN
2040
Cordasco Financial Network
Florida
$497K – – –
PA
2041
Procyon Advisors
Connecticut
$497K +$16.2K +131 +3%
AF
2042
Affiance Financial
Minnesota
$496K -$2.11K -17 -0.4%
CBFP
2043
Cedar Brook Financial Partners
Ohio
$496K +$93.5K +754 +22%
VW
2044
Vance Wealth
California
$495K – – –
GAM
2045
Gemmer Asset Management
California
$494K -$9.55K -77 -2%
HR
2046
Howe & Rusling
New York
$494K -$6.45K -52 -1%
LKIM
2047
Lawson Kroeker Investment Management
Nebraska
$494K -$1.86K -15 -0.4%
JSW
2048
Journey Strategic Wealth
New Jersey
$494K +$8.55K +69 +2%
CPC
2049
Congress Park Capital
New York
$493K – – –
LCM
2050
Laurion Capital Management
New York
$492K +$515K +4,153 New
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