We are live on ! Find out more
T icon

AT&T
T

Name Holding Trade Value Shares
Change 		Change in
Stake
CNB
1401
Camden National Bank
Maine
$564K – – –
TNB
1402
Thomasville National Bank
Georgia
$563K +$5.47K +275 +1%
CPSAC
1403
Chas P. Smith & Associates (CPS)
Florida
$563K -$109K -5,466 -18%
GG
1404
GenWealth Group
New Jersey
$562K +$241K +12,130 +90%
FOFP
1405
Fee-Only Financial Planning
South Carolina
$560K -$1.99K -100 -0.4%
AA
1406
Ancora Advisors
Ohio
$560K -$12.3K -616 -2%
SWM
1407
Sugarloaf Wealth Management
Georgia
$558K -$18.4K -925 -4%
SFI
1408
SPC Financial Inc
Maryland
$558K +$55.9K +2,810 +12%
RIA
1409
Realta Investment Advisors
Delaware
$557K -$386K -19,378 -43%
RSWM
1410
Robertson Stephens Wealth Management
California
$554K -$40.1K -2,015 -7%
DWM
1411
Dorchester Wealth Management
Quebec, Canada
$554K – – –
AWM
1412
Aprio Wealth Management
Georgia
$553K -$73.6K -3,701 -13%
LF
1413
LifePlan Financial
Minnesota
$553K +$15.3K +770 +3%
BIAS
1414
Beacon Investment Advisory Services
New Jersey
$552K -$19.7K -988 -4%
UWS
1415
Unique Wealth Strategies
Illinois
$552K +$491K +24,665 +5,943%
MJRIC
1416
Mogy Joel R Investment Counsel
California
$550K – – –
SC
1417
Syon Capital
California
$549K +$68.8K +3,460 +16%
WCG
1418
Weaver Consulting Group
California
$548K -$995 -50 -0.2%
PWM
1419
Partnership Wealth Management
Maryland
$547K – – –
NB
1420
Nicolet Bankshares
Wisconsin
$546K -$103K -5,164 -17%
EI
1421
Ellevest Inc
New York
$545K +$9.83K +494 +2%
BIA
1422
Beacon Investment Advisors
Maryland
$542K -$3.16K -159 -0.6%
BFAG
1423
Blackston Financial Advisory Group
Florida
$541K +$245K +12,329 +100%
BAM
1424
Brave Asset Management
New Jersey
$541K – – –
IAG
1425
Investment Advisory Group
Massachusetts
$541K +$6.71K +337 +1%
55 56
57
58 59