We are live on ! Find out more
T icon

AT&T
T

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1301
WealthPLAN Partners
Nebraska
$1.34M +$2.22M +74,558 New
BIC
1302
Beach Investment Counsel
Pennsylvania
$1.33M – – –
HCMNY
1303
Howard Capital Management (New York)
New York
$1.33M +$315K +10,592 +35%
BWM
1304
BerganKDV Wealth Management
Minnesota
$1.33M -$17.9K -600 -1%
BIM
1305
BRC Investment Management
Colorado
$1.33M -$36.8K -1,237 -3%
PFS
1306
Physicians Financial Services
North Carolina
$1.32M +$25.7K +864 +2%
WMSA
1307
Weiss Multi-Strategy Advisers
New York
$1.32M -$810K -27,233 -40%
CBA
1308
Coastal Bridge Advisors
Connecticut
$1.32M +$2.32K +78 +0.2%
SL
1309
Summitry LLC
California
$1.31M +$241K +8,083 +25%
RA
1310
Rational Advisors
New York
$1.31M +$1.2M +40,183 New
MCM
1311
Manchester Capital Management
Vermont
$1.31M -$148K -4,968 -11%
LKIM
1312
Lawson Kroeker Investment Management
Nebraska
$1.3M +$13.8K +463 +1%
NVIM
1313
New Vernon Investment Management
Illinois
$1.3M -$176K -5,902 -13%
PG
1314
Proffitt & Goodson
Tennessee
$1.3M -$96.3K -3,237 -8%
WP
1315
WealthSource Partners
California
$1.29M +$114K +3,814 +11%
CTA
1316
Colonial Trust Advisors
South Carolina
$1.29M -$16K -536 -1%
ANTB
1317
AMG National Trust Bank
Colorado
$1.29M +$16.5K +556 +1%
CCWA
1318
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.28M +$197K +6,635 +20%
SS
1319
Simplicity Solutions
Minnesota
$1.28M +$252K +8,475 +28%
PRCM
1320
Pine River Capital Management
Minnesota
$1.28M +$1.16M +39,120 New
FWP
1321
FAS Wealth Partners
Kansas
$1.27M +$4.32K +145 +0.4%
CIM
1322
CIM Investment Management
Pennsylvania
$1.27M -$1.32M -44,259 -53%
ST
1323
Sabal Trust
Florida
$1.27M +$1.16M +38,842 New
HTHT
1324
Hemenway Trust Hemenway Trust
New Hampshire
$1.26M -$5.89K -198 -0.5%
HCM
1325
Harvest Capital Management
New Hampshire
$1.26M +$1.58K +53 +0.1%
51 52
53
54 55