We are live on ! Find out more
ABT icon

Abbott
ABT

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
2251
Strategic Financial Services
New York
$415K +$32.9K +285 +8%
BS
2252
Brighton Securities
New York
$413K +$422K +3,655 New
CSWM
2253
Cassady Schiller Wealth Management
Ohio
$413K +$11.1K +96 +3%
GAA
2254
Global Assets Advisory
Florida
$413K -$52.2K -452 -11%
LSA
2255
Lion Street Advisors
Texas
$413K -$924 -8 -0.2%
SAW
2256
Signal Advisors Wealth
Michigan
$412K +$19.6K +170 +5%
TW
2257
Traveka Wealth
California
$412K +$184K +1,592 +78%
CHA
2258
Cooper/Haims Advisors
New York
$410K – – –
VW
2259
Vance Wealth
California
$410K +$5.08K +44 +1%
APA
2260
Astoria Portfolio Advisors
New York
$410K -$1.73K -15 -0.4%
OWA
2261
Octavia Wealth Advisors
Ohio
$408K -$21.4K -185 -5%
SFC
2262
SYM Financial Corp
Indiana
$407K +$67.6K +585 +19%
RYIA
2263
Roehl & Yi Investment Advisors
Oregon
$406K +$415K +3,593 New
FIM
2264
Fernwood Investment Management
Massachusetts
$406K -$34.7K -300 -8%
SCA
2265
Sippican Capital Advisors
Massachusetts
$406K – – –
SWM
2266
Seed Wealth Management
Illinois
$405K – – –
FVWA
2267
Foster Victor Wealth Advisors
South Carolina
$405K -$37K -320 -8%
TFF
2268
The Family Firm
Maryland
$405K -$13.9K -120 -3%
AIP
2269
Almanack Investment Partners
Pennsylvania
$403K +$15.6K +135 +4%
CCP
2270
Carmel Capital Partners
California
$403K +$2.54K +22 +0.6%
BWM
2271
Baron Wealth Management
Michigan
$401K +$172K +1,488 +72%
CFG
2272
Clayton Financial Group
Missouri
$401K – – –
PBO
2273
Peoples Bank (Ohio)
Ohio
$399K -$56K -485 -12%
CSC
2274
Caldwell Sutter Capital
California
$398K – – –
EC
2275
EntryPoint Capital
New York
$398K +$162K +1,406 +66%
89 90
91
92 93