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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
BSB
2026
Bangor Savings Bank
Maine
$503K -$18.6K -165 -3%
SMWM
2027
Silvia McColl Wealth Management
California
$503K – – –
FMLI
2028
Fukoku Mutual Life Insurance
Japan
$503K -$47.8K -423 -8%
WF
2029
Wayfinding Financial
Washington
$502K -$64.6K -572 -10%
VCM
2030
Versant Capital Management
Arizona
$502K -$183K -1,617 -25%
CIA
2031
Compass Ion Advisors
Pennsylvania
$501K -$32.9K -291 -6%
KC
2032
Knuff & Co
California
$501K -$168K -1,487 -23%
LWM
2033
Liberty Wealth Management
California
$499K -$20.2K -179 -4%
ACG
2034
Allen Capital Group
Nebraska
$499K -$38.3K -339 -7%
ISWM
2035
Independent Solutions Wealth Management
New York
$499K +$63.8K +565 +13%
SP
2036
Successful Portfolios
Florida
$499K -$172K -1,525 -24%
CWM
2037
Chesapeake Wealth Management
Virginia
$498K -$5.08K -45 -0.9%
MCM
2038
Magnolia Capital Management
New York
$496K – – –
OFG
2039
Oxford Financial Group
Indiana
$495K +$545K +4,823 New
MPW
2040
MASECO Private Wealth
$494K +$544K +4,821 New
SWM
2041
Stockman Wealth Management
Montana
$494K -$12.8K -113 -2%
TF
2042
Tudor Financial
Ohio
$492K +$9.71K +86 +2%
GEA
2043
Glen Eagle Advisors
New Jersey
$492K -$22.8K -202 -4%
PHAM
2044
Palisades Hudson Asset Management
Florida
$491K – – –
DM
2045
Diversified Management
Wisconsin
$491K +$90.7K +803 +20%
OL
2046
OneFund LLC
Florida
$489K -$38.4K -340 -7%
IWM
2047
Integris Wealth Management
California
$488K – – –
BWA
2048
BCU Wealth Advisors
Illinois
$488K +$2.26K +20 +0.4%
NLWP
2049
Next Level Wealth Planning
Idaho
$487K – – –
MAA
2050
Mraz Amerine & Associates
California
$485K – – –
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