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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
2026
Trilogy Capital
California
$636K -$13.4K -102 -2%
PAS
2027
Parsonex Advisory Services
Colorado
$636K -$1.18K -9 -0.2%
IAMOG
2028
Investors Asset Management of Georgia
Georgia
$636K +$1.44K +11 +0.2%
WB
2029
West Bancorporation
Iowa
$634K +$6.04K +46 +1%
MAA
2030
Mraz Amerine & Associates
California
$633K -$37.1K -283 -6%
RFP
2031
Root Financial Partners
California
$633K +$154K +1,170 +33%
BWA
2032
BCU Wealth Advisors
Illinois
$631K +$2.1K +16 +0.3%
TF
2033
Tudor Financial
Ohio
$631K +$263 +2 +0%
HCA
2034
Heck Capital Advisors
Wisconsin
$630K +$22.2K +169 +4%
CIM
2035
CIM Investment Management
Pennsylvania
$628K -$755K -5,748 -55%
TCWM
2036
Total Clarity Wealth Management
Illinois
$627K -$79K -602 -11%
MCC
2037
Malaga Cove Capital
California
$625K – – –
FGWP
2038
Founders Grove Wealth Partners
Virginia
$624K +$41.9K +319 +7%
ECM
2039
EagleClaw Capital Management
Massachusetts
$623K – – –
HB
2040
Horizon Bancorp
Indiana
$622K -$144K -1,095 -19%
JE
2041
JMAC Enterprises
Pennsylvania
$617K – – –
DWAM
2042
Duncan Williams Asset Management
Tennessee
$617K -$4.07K -31 -0.7%
MCCA
2043
Mill Creek Capital Advisors
Pennsylvania
$616K +$29K +221 +5%
ACA
2044
Ackerman Capital Advisors
Texas
$616K – – –
SIA
2045
SGL Investment Advisors
Montana
$616K +$304K +2,314 +87%
IAG
2046
Ipsen Advisor Group
Arkansas
$615K +$14.8K +113 +3%
AA
2047
Addison Advisors
Vermont
$614K +$5.25K +40 +0.9%
LWM
2048
Liberty Wealth Management
California
$612K +$394 +3 +0.1%
CPA
2049
Cardiff Park Advisors
California
$611K +$4.86K +37 +0.8%
KHCM
2050
Kirtland Hills Capital Management
Ohio
$610K -$10.6K -81 -2%
80 81
82
83 84