We are live on ! Find out more
ABT icon

Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
PIFP
2501
Partners in Financial Planning
Virginia
$351K – – –
AIFAIM
2502
American Institute for Advanced Investment Management
Arizona
$350K +$9.94K +78 +3%
PHWA
2503
Petersen Hastings Wealth Advisors
Washington
$349K +$355K +2,789 New
EW
2504
Enzi Wealth
Texas
$349K -$5.48K -43 -2%
CSWG
2505
Cardinal Strategic Wealth Guidance
Kentucky
$349K – – –
GWM
2506
Gilpin Wealth Management
Colorado
$348K +$354K +2,780 New
EA
2507
Enclave Advisors
Texas
$348K -$2.04K -16 -0.6%
CP
2508
Castleview Partners
Texas
$348K -$91.7K -720 -21%
MCM
2509
Monument Capital Management
Virginia
$348K -$137K -1,077 -28%
HKIMG
2510
Hutchens & Kramer Investment Management Group
Indiana
$347K +$43.2K +339 +14%
BFM
2511
Boothbay Fund Management
New York
$347K -$1.21M -9,503 -77%
NBWM
2512
North Berkeley Wealth Management
California
$346K – – –
YWS
2513
Yarger Wealth Strategies
Ohio
$345K -$14.8K -116 -4%
JC
2514
JB Capital
Connecticut
$345K -$17.8K -140 -5%
BPWM
2515
BCS Private Wealth Management
New Jersey
$345K -$467K -3,665 -57%
GSF
2516
Grove Street Fiduciary
New Hampshire
$344K – – –
TPA
2517
Trivium Point Advisory
Connecticut
$344K -$12.9K -101 -4%
EW
2518
Evexia Wealth
Wisconsin
$344K +$1.53K +12 +0.4%
IF
2519
Ironwood Financial
Arizona
$344K – – –
PW
2520
PUREfi Wealth
Massachusetts
$343K -$231K -1,812 -40%
WFA
2521
WJ Financial Advisors
Connecticut
$343K – – –
WAG
2522
Winthrop Advisory Group
Massachusetts
$342K -$11K -86 -3%
SWM
2523
Sterling Wealth Management
Illinois
$342K +$127 +1 +0%
WA
2524
Waddell & Associates
Tennessee
$342K -$40.9K -321 -11%
BB
2525
Bell Bank
North Dakota
$341K -$24.6K -193 -7%
99 100
101
102 103