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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
SNB
2026
Security National Bank
Nebraska
$501K -$69.9K -700 -13%
BMC
2027
Beaton Management Company
Massachusetts
$498K -$2.4K -24 -0.5%
AFT
2028
Alpha Family Trust
California
$498K +$130K +1,300 +40%
IWM
2029
Integris Wealth Management
California
$497K – – –
MCM
2030
Mengis Capital Management
Oregon
$497K – – –
AIM
2031
Alhambra Investment Management
Florida
$496K -$5K -50 -1%
FC
2032
Forte Capital
New York
$496K -$68.3K -684 -13%
AA
2033
Alta Advisers
United Kingdom
$495K – – –
PCIG
2034
Partners Capital Investment Group
Massachusetts
$493K +$185K +1,850 +70%
AIM
2035
Acropolis Investment Management
Missouri
$493K -$58.1K -581 -11%
JE
2036
JMAC Enterprises
Pennsylvania
$493K +$50K +500 +13%
WAM
2037
Wakefield Asset Management
Colorado
$491K +$446K +4,459 New
CANY
2038
Caxton Associates (New York)
New York
$491K -$894K -8,944 -67%
NCM
2039
Northwest Capital Management
Oregon
$490K -$8.49K -85 -2%
RB
2040
Renasant Bank
Mississippi
$490K +$8.19K +82 +2%
HS
2041
Horan Securities
United States
$489K – – –
FAFN
2042
First Affirmative Financial Network
Colorado
$489K +$13.5K +135 +3%
BWA
2043
BCU Wealth Advisors
Illinois
$489K +$444K +4,443 New
SP
2044
Stonebrook Private
Michigan
$489K +$444K +4,439 New
PWMG
2045
Pinnacle Wealth Management Group
Michigan
$487K – – –
GAM
2046
Gould Asset Management
California
$487K -$13K -130 -3%
GIP
2047
Greatmark Investment Partners
Georgia
$486K -$400 -4 -0.1%
GLLW
2048
Graves Light Lenhart Wealth
Virginia
$486K – – –
KFA
2049
Kelleher Financial Advisors
New York
$485K – – –
NCM
2050
NCM Capital Management
New Jersey
$485K -$9.29K -93 -2%
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82
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