T icon

AT&T
T

Name Holding Trade Value Shares
Change 		Change in
Stake
WTFG
2751
Wood Tarver Financial Group
Idaho
$30.1K – – –
RWM
2752
Raffa Wealth Management
District of Columbia
$29.2K -$6.49K -258 -20%
MWA
2753
Miller Wealth Advisors
Colorado
$28.9K – – –
CAC
2754
Core Alternative Capital
Georgia
$28.9K +$14.3K +568 +125%
IAS
2755
IMA Advisory Services
Colorado
$28.6K +$25.4K +1,011 New
LFASL
2756
Lugano Financial Advisors SA (LFA)
Switzerland
$28.3K -$20.1K -800 -44%
HIMS
2757
Hager Investment Management Services
New Hampshire
$28.1K +$16.1K +641 +182%
VWWMG
2758
Vermillion & White Wealth Management Group
Pennsylvania
$28K – – –
FC
2759
Family CFO
California
$27.1K – – –
NOI
2760
Newton One Investments
Delaware
$26.9K – – –
HWP
2761
Highline Wealth Partners
California
$26.3K +$2.67K +106 +13%
FDCP
2762
Foster Dykema Cabot & Partners
Massachusetts
$26.3K -$6.94K -276 -23%
RWS
2763
Retirement Wealth Solutions
Wisconsin
$26K +$25 +1 +0.1%
SWP
2764
SIMA Wealth Partners
Virginia
$25.1K +$25 +1 +0.1%
SHIM
2765
Stone House Investment Management
Pennsylvania
$25K +$22.3K +885 New
STB
2766
S&T Bank
Pennsylvania
$24.7K +$1.84K +73 +9%
RI
2767
Ridgewood Investments
New Jersey
$24K +$53.1K +2,110 +2,089%
CW
2768
Curio Wealth
Maryland
$23.6K -$99.8K -3,969 -100%
1L
2769
10Elms LLP
Oklahoma
$23.6K – – –
DRP
2770
Decker Retirement Planning
Utah
$23.5K -$1.41K -56 -6%
CAWM
2771
Capital A Wealth Management
Pennsylvania
$23.5K -$6.51K -259 -24%
AS
2772
Altshuler Shaham
Israel
$23.1K -$7.17K -285 -26%
AW
2773
Avion Wealth
Texas
$23K – – –
LWCFA
2774
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$22.7K – – –
NL
2775
NVWM LLC
Pennsylvania
$22.5K -$1.74K -69 -8%
109 110
111
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