We are live on ! Find out more
ABT icon

Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
SHIM
3001
Stone House Investment Management
Pennsylvania
$84.8K +$81.3K +639 New
TWD
3002
True Wealth Design
Ohio
$84.7K +$34.2K +269 +73%
WA
3003
Whipplewood Advisors
Colorado
$84.1K -$12.9K -101 -17%
HIW
3004
Holos Integrated Wealth
Pennsylvania
$84K -$7.76K -61 -9%
NFSG
3005
Newbridge Financial Services Group
Florida
$82.7K +$37.7K +296 +90%
WFA
3006
West Financial Advisors
Iowa
$81.7K -$9.54K -75 -11%
ACA
3007
American Capital Advisory
Idaho
$81K +$8.4K +66 +12%
PWA
3008
Physician Wealth Advisors
Utah
$76.1K -$10.3K -81 -12%
PFG
3009
Putney Financial Group
California
$74.9K – – –
NMG
3010
New Millennium Group
Utah
$74.9K -$2.04K -16 -3%
MWM
3011
Mascoma Wealth Management
New Hampshire
$74.5K -$1.02K -8 -1%
CAWM
3012
Capital A Wealth Management
Pennsylvania
$73K -$51.8K -407 -43%
OW
3013
Olistico Wealth
Oklahoma
$71.6K +$509 +4 +0.7%
TLA
3014
Tanglewood Legacy Advisors
Texas
$70.7K – – –
RBC
3015
Roble Belko & Company
Pennsylvania
$70K +$3.69K +29 +6%
AWM
3016
Activest Wealth Management
Florida
$69.5K +$45.3K +356 +212%
CFS
3017
CGC Financial Services
Oregon
$67.3K – – –
KFP
3018
Keener Financial Planning
Texas
$67K – – –
NRWA
3019
North Ridge Wealth Advisors
Oregon
$66.3K – – –
CH
3020
Canton Hathaway
Rhode Island
$66K – – –
CWM
3021
Centricity Wealth Management
Ohio
$64.9K – – –
RWM
3022
Ruedi Wealth Management
Illinois
$63.5K +$127 +1 +0.2%
BFP
3023
Briaud Financial Planning
Texas
$62K – – –
HWP
3024
Highline Wealth Partners
California
$61.7K +$8.91K +70 +18%
NECFA
3025
New England Capital Financial Advisors
Connecticut
$61.2K – – –
119 120
121
122 123