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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
2026
Hartford Funds Management
Pennsylvania
$523K +$52.4K +457 +11%
SP
2027
Stonebrook Private
Michigan
$522K +$18K +157 +4%
HS
2028
Horan Securities
United States
$522K +$16.9K +147 +3%
SC
2029
Steph & Co
Wisconsin
$522K +$25.1K +219 +5%
SWM
2030
Segment Wealth Management
Texas
$519K +$33K +288 +7%
SNB
2031
Security National Bank
Nebraska
$517K – – –
OC
2032
Oarsman Capital
Wisconsin
$516K -$468K -4,084 -47%
TCWM
2033
Total Clarity Wealth Management
Illinois
$516K +$28.9K +252 +6%
AFG
2034
ABLE Financial Group
Arizona
$515K -$10.2K -89 -2%
BMC
2035
Beaton Management Company
Massachusetts
$514K – – –
LWM
2036
LongView Wealth Management
Georgia
$514K -$47.2K -412 -8%
AFT
2037
Alpha Family Trust
California
$514K – – –
IWM
2038
Integris Wealth Management
California
$513K – – –
CPA
2039
Cardiff Park Advisors
California
$513K -$496K -4,329 -49%
AA
2040
Alta Advisers
United Kingdom
$511K – – –
AAG
2041
Armstrong Advisory Group
Massachusetts
$510K – – –
JE
2042
JMAC Enterprises
Pennsylvania
$509K – – –
DOA
2043
D'Orazio & Associates
Virginia
$508K +$64K +558 +14%
HIF
2044
Hill Island Financial
Michigan
$507K -$77.4K -675 -13%
BWA
2045
BCU Wealth Advisors
Illinois
$507K +$1.72K +15 +0.3%
PAA
2046
Peregrine Asset Advisers
Oregon
$506K +$186K +1,623 +57%
CCG
2047
Catalina Capital Group
California
$506K +$276K +2,405 +117%
RB
2048
Renasant Bank
Mississippi
$505K -$688 -6 -0.1%
NF
2049
Nvest Financial
New Hampshire
$505K -$25.8K -225 -5%
FAFN
2050
First Affirmative Financial Network
Colorado
$504K -$1.83K -16 -0.4%
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