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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
SSA
2026
Shepherd Street Advisors
California
$630K +$640K +5,026 New
GFA
2027
Gallagher Fiduciary Advisors
Illinois
$629K +$29.9K +235 +5%
CD
2028
Chapin Davis
Maryland
$629K -$10.1K -79 -2%
WDG
2029
Wealth Dimensions Group
Ohio
$627K -$7.26K -57 -1%
GEA
2030
Glen Eagle Advisors
New Jersey
$626K +$1.78K +14 +0.3%
YIA
2031
YHB Investment Advisors
Connecticut
$625K -$23.9K -188 -4%
CAC
2032
Certified Advisory Corp
Florida
$623K -$17.2K -135 -3%
TPWM
2033
Twelve Points Wealth Management
Massachusetts
$623K +$3.57K +28 +0.6%
FGWP
2034
Founders Grove Wealth Partners
Virginia
$622K +$39.2K +308 +7%
MSF
2035
Mustard Seed Financial
Arkansas
$621K – – –
MPM
2036
Meritage Portfolio Management
Kansas
$620K +$510 +4 +0.1%
TGAM
2037
TBH Global Asset Management
Tennessee
$620K +$20.9K +164 +3%
CWP
2038
CFM Wealth Partners
Texas
$619K – – –
CB
2039
CNB Bank
Pennsylvania
$618K -$28.3K -222 -4%
SWM
2040
Stockman Wealth Management
Montana
$617K -$58K -455 -8%
SIM
2041
Studio Investment Management
Illinois
$617K +$14.7K +115 +2%
MWM
2042
MBE Wealth Management
Wisconsin
$617K +$510 +4 +0.1%
VC
2043
Vicus Capital
Pennsylvania
$616K -$6.5K -51 -1%
PRI
2044
Prepared Retirement Institute
Pennsylvania
$615K – – –
FCB
2045
First County Bank
Connecticut
$615K -$148K -1,160 -19%
SMWM
2046
Silvia McColl Wealth Management
California
$614K – – –
AFT
2047
Alpha Family Trust
California
$614K – – –
CWM
2048
Chesapeake Wealth Management
Virginia
$614K -$8.28K -65 -1%
WHCI
2049
W.H. Cornerstone Investments
Massachusetts
$613K +$1.78K +14 +0.3%
MMCM
2050
Murphy & Mullick Capital Management
New York
$611K -$13.9K -109 -2%
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