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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
2026
GDS Wealth Management
Texas
$436K – – –
CA
2027
Cornerstone Advisory
Maryland
$435K -$420K -3,700 -48%
SDIC
2028
South Dakota Investment Council
South Dakota
$435K – – –
SRC
2029
Stone Run Capital
New York
$435K – – –
ZIG
2030
Zullo Investment Group
Pennsylvania
$434K -$7.5K -66 -2%
CWM
2031
Cranbrook Wealth Management
Michigan
$434K – – –
CAN
2032
Claraphi Advisory Network
United States
$433K -$120K -1,058 -21%
HWM
2033
Horizon Wealth Management
Illinois
$433K +$909 +8 +0.2%
GAMC
2034
Garner Asset Management Corp
Texas
$433K +$82.7K +728 +22%
FAFN
2035
First Affirmative Financial Network
Colorado
$432K -$31K -273 -6%
GLLW
2036
Graves Light Lenhart Wealth
Virginia
$432K -$2.27K -20 -0.5%
MIA
2037
MainStreet Investment Advisors
Illinois
$431K -$46.7K -411 -9%
BO
2038
BRR OpCo
Ohio
$431K +$4.54K +40 +1%
CA
2039
Claro Advisors
Massachusetts
$431K +$90.3K +795 +25%
WP
2040
WealthShield Partners
North Carolina
$430K -$14K -123 -3%
RCA
2041
Roberts Capital Advisors
Colorado
$430K – – –
CPP
2042
Capasso Planning Partners
South Carolina
$429K +$7.16K +63 +2%
CWM
2043
Centric Wealth Management
Illinois
$429K +$12.5K +110 +3%
AIM
2044
Acropolis Investment Management
Missouri
$428K -$20.6K -181 -4%
DW
2045
Domani Wealth
Pennsylvania
$427K – – –
SMG
2046
Spectrum Management Group
Indiana
$427K – – –
BFA
2047
Buttonwood Financial Advisors
Maryland
$425K +$170K +1,500 +62%
PPP
2048
Private Portfolio Partners
New Jersey
$424K +$227 +2 +0.1%
SA
2049
Sicart Associates
New York
$423K -$22.7K -200 -5%
CIM
2050
Contravisory Investment Management
Massachusetts
$423K -$10.1K -89 -2%
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