We are live on ! Find out more
ABT icon

Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
CRIG
1901
Charter Research & Investment Group
Connecticut
$507K -$50.7K -555 -9%
FFA
1902
Fragasso Financial Advisors
Pennsylvania
$507K +$15.2K +166 +3%
PIA
1903
Perennial Investment Advisors
California
$507K +$213K +2,333 +72%
CYG
1904
Clean Yield Group
Vermont
$507K -$25.3K -277 -5%
KWM
1905
KMT Wealth Management
California
$505K +$508K +5,569 New
HIS
1906
Harvest Investment Services
Illinois
$504K +$18.5K +203 +4%
WA
1907
Wealth Architects
California
$503K -$38.2K -418 -7%
T
1908
TOBAM
France
$502K +$505K +5,531 New
EA
1909
Emerald Advisors
Washington
$499K +$502K +5,502 New
LWM
1910
Liberty Wealth Management
California
$499K – – –
JTWM
1911
Jackson Thornton Wealth Management
Alabama
$499K +$502K +5,499 New
OAM
1912
Occidental Asset Management
California
$498K -$74.9K -821 -13%
BL
1913
Balentine LLC
Georgia
$498K -$126K -1,377 -20%
KJWM
1914
Kiley Juergens Wealth Management
Washington
$498K -$22.6K -248 -4%
LFA
1915
Legacy Financial Advisors
Kentucky
$497K -$172K -1,882 -26%
CD
1916
Chapin Davis
Maryland
$496K +$50.9K +558 +11%
GWANC
1917
Guardian Wealth Advisors (North Carolina)
North Carolina
$495K -$77.7K -851 -14%
FB
1918
Finward Bancorp
Indiana
$495K – – –
CT
1919
Colonial Trust
South Carolina
$495K -$169K -1,851 -25%
NA
1920
Navellier & Associates
Nevada
$493K -$8.85K -97 -2%
SPWM
1921
Straight Path Wealth Management
Michigan
$493K -$5.38K -59 -1%
IAMOG
1922
Investors Asset Management of Georgia
Georgia
$491K +$66.6K +730 +16%
MG
1923
MilWealth Group
Wisconsin
$490K +$493K +5,403 New
PCMI
1924
Paradigm Capital Management Inc
New York
$490K – – –
ERWM
1925
Elk River Wealth Management
Colorado
$487K – – –
75 76
77
78 79