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Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
2126
NCM Capital Management
New Jersey
$550K – – –
GWM
2127
GDS Wealth Management
Texas
$548K +$6.12K +48 +1%
TC
2128
Tannin Capital
North Carolina
$547K +$556K +4,367 New
LF
2129
Lighthouse Financial
Florida
$547K +$4.97K +39 +0.9%
CFS
2130
Commonwealth Financial Services
West Virginia
$547K +$55.5K +436 +11%
CFS
2131
Cannon Financial Strategists
Georgia
$546K – – –
NFTC
2132
North Forty Two & Co
Oregon
$546K -$149K -1,173 -21%
CCG
2133
Coastwise Capital Group
California
$545K +$30.1K +236 +6%
B
2134
Bayban
Minnesota
$544K +$553K +4,339 New
SP
2135
Saranac Partners
$544K +$28.7K +225 +5%
TCM
2136
TruNorth Capital Management
Michigan
$543K +$146K +1,148 +36%
EA
2137
Ergawealth Advisors
Illinois
$543K +$127 +1 +0%
HWM
2138
HighMark Wealth Management
Minnesota
$542K +$2.55K +20 +0.5%
SSW
2139
Smith Shellnut Wilson
Mississippi
$541K -$76.4K -600 -12%
SFG
2140
Strive Financial Group
Indiana
$539K +$548K +4,300 New
ISWM
2141
Independent Solutions Wealth Management
New York
$538K +$96.7K +759 +21%
OBWP
2142
O'Brien Wealth Partners
Massachusetts
$537K -$892 -7 -0.2%
GIM
2143
Groesbeck Investment Management
New Jersey
$536K – – –
WAM
2144
Westport Asset Management
Connecticut
$536K – – –
HC
2145
Henshaw Capital
Massachusetts
$534K – – –
TIA
2146
Traphagen Investment Advisors
New Jersey
$533K -$1.27K -10 -0.2%
SGC
2147
Slocum, Gordon & Co
Rhode Island
$532K – – –
LWM
2148
LongView Wealth Management
Georgia
$532K +$7.52K +59 +1%
CCP
2149
Cushing Capital Partners
Wisconsin
$530K -$153K -1,202 -22%
RFP
2150
Root Financial Partners
California
$530K -$62.6K -491 -10%
84 85
86
87 88