We are live on ! Find out more
ABT icon

Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1701
BT Wealth Management
Georgia
$695K – – –
MOS
1702
MGO One Seven
Ohio
$695K +$99K +911 +17%
PG
1703
Patten Group
Tennessee
$691K +$19.1K +176 +3%
SFS
1704
Summit Financial Strategies
Ohio
$690K -$16.6K -153 -2%
SSW
1705
Smith Shellnut Wilson
Mississippi
$689K -$78.2K -719 -10%
WP
1706
Waycross Partners
Kentucky
$689K +$684K +6,289 New
HFM
1707
Harvest Fund Management
China
$688K -$173K -1,590 -20%
RIA
1708
Regal Investment Advisors
Michigan
$685K +$680K +6,256 New
ACWM
1709
Adams Chetwood Wealth Management
North Carolina
$684K +$51.6K +475 +8%
PPW
1710
Parcion Private Wealth
Washington
$684K +$110K +1,010 +19%
AWM
1711
Altavista Wealth Management
North Carolina
$682K – – –
AWC
1712
Abundance Wealth Counselors
Pennsylvania
$681K +$103K +948 +18%
CAS
1713
Coppell Advisory Solutions
Texas
$681K +$676K +6,216 New
BWM
1714
BCS Wealth Management
Tennessee
$680K -$4.57K -42 -0.7%
PIN
1715
Prudent Investors Network
California
$678K -$13.4K -123 -2%
SCA
1716
Stonebridge Capital Advisors
Minnesota
$676K +$304K +2,801 +83%
NCM
1717
Nelson Capital Management
California
$674K -$57.9K -533 -8%
PGA
1718
Portland Global Advisors
Maine
$674K +$62.4K +574 +10%
AIP
1719
ARS Investment Partners
New York
$673K – – –
BWP
1720
Bernardo Wealth Planning
Pennsylvania
$672K -$6.3K -58 -0.9%
CWP
1721
Curated Wealth Partners
California
$670K +$665K +6,118 New
ACM
1722
Argent Capital Management
Missouri
$668K – – –
KS
1723
Karpas Strategies
Connecticut
$668K – – –
BS
1724
Banco Santander
Spain
$667K -$87.2K -802 -12%
FPFS
1725
First Personal Financial Services
North Carolina
$667K -$18K -166 -3%
67 68
69
70 71