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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
2026
Heritage Financial Services
Massachusetts
$486K -$4.45K -42 -0.9%
CCFM
2027
Clear Creek Financial Management
Washington
$485K +$49.4K +466 +11%
PMG
2028
ProVise Management Group
Florida
$483K +$106 +1 +0%
AAP
2029
Arax Advisory Partners
Colorado
$482K +$220K +2,076 +81%
1IA
2030
1620 Investment Advisors
Massachusetts
$480K +$98.7K +931 +25%
RC
2031
Reik & Co
New York
$479K – – –
IC
2032
Inscription Capital
Texas
$479K -$61K -575 -11%
CCA
2033
Childress Capital Advisors
Texas
$479K -$38.9K -367 -7%
ACA
2034
Ackerman Capital Advisors
Texas
$478K – – –
AIM
2035
Arcadia Investment Management
Michigan
$478K -$239K -2,250 -33%
HS
2036
Horan Securities
United States
$476K -$1.17K -11 -0.2%
GLLW
2037
Graves Light Lenhart Wealth
Virginia
$476K +$21.2K +200 +5%
GF
2038
GGM Financials
Ohio
$476K +$486K +4,581 New
C
2039
Certuity
Florida
$475K -$124K -1,172 -20%
CA
2040
Cornerstone Advisory
Maryland
$475K -$72.4K -683 -13%
TPWA
2041
TRUE Private Wealth Advisors
Oregon
$474K +$24K +226 +5%
FFA
2042
Founders Financial Alliance
North Carolina
$473K +$49.5K +467 +11%
FM
2043
Foster & Motley
Ohio
$473K +$37.7K +356 +8%
SNB
2044
Security National Bank
Nebraska
$473K – – –
CCMG
2045
Clark Capital Management Group
Pennsylvania
$472K -$35.6M -336,009 -99%
CSB
2046
City State Bank
Iowa
$472K -$7.85K -74 -2%
OL
2047
OneFund LLC
Florida
$472K +$7.95K +75 +2%
VWA
2048
Visionary Wealth Advisors
Illinois
$472K -$63.9K -603 -12%
SWA
2049
SFMG Wealth Advisors
Texas
$471K -$66.7K -629 -12%
BMC
2050
Beaton Management Company
Massachusetts
$470K – – –
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