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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2026
Segment Wealth Management
Texas
$396K -$8.53K -80 -2%
BI
2027
Ballast Inc
Kentucky
$395K -$26.6K -250 -6%
CFS
2028
Cannon Financial Strategists
Georgia
$393K -$20K -188 -4%
PFP
2029
Paragon Financial Partners
California
$392K – – –
AWM
2030
Atticus Wealth Management
Florida
$391K – – –
WP
2031
WealthShield Partners
North Carolina
$391K +$8.42K +79 +2%
FWSM
2032
First Wilshire Securities Management
California
$390K – – –
ZIG
2033
Zullo Investment Group
Pennsylvania
$390K +$4.37K +41 +1%
OPOWM
2034
One Plus One Wealth Management
Florida
$389K – – –
CPP
2035
Capasso Planning Partners
South Carolina
$389K +$7.99K +75 +2%
IF
2036
IRON Financial
Illinois
$388K -$346K -3,243 -45%
WP
2037
WealthSpring Partners
California
$387K +$426K +4,000 New
EC
2038
Enhancing Capital
Pennsylvania
$387K – – –
SDIC
2039
South Dakota Investment Council
South Dakota
$387K – – –
SRC
2040
Stone Run Capital
New York
$387K – – –
CWM
2041
Cranbrook Wealth Management
Michigan
$386K – – –
SSWM
2042
Sheets Smith Wealth Management
North Carolina
$385K -$6.18K -58 -1%
GLLW
2043
Graves Light Lenhart Wealth
Virginia
$385K – – –
FCA
2044
FinTrust Capital Advisors
South Carolina
$385K +$2.88K +27 +0.7%
CAGAS
2045
Capital Advisory Group Advisory Services
Minnesota
$385K +$25.8K +242 +6%
MIA
2046
MainStreet Investment Advisors
Illinois
$384K – – –
PCA
2047
Pallas Capital Advisors
Massachusetts
$383K -$47K -441 -10%
RCA
2048
Roberts Capital Advisors
Colorado
$383K – – –
KW
2049
KWB Wealth
California
$383K +$11.5K +108 +3%
AC
2050
ASB Consultores
Florida
$382K +$86.9K +815 +26%
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