We are live on ! Find out more
T icon

AT&T
T

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
1526
Peak Financial Advisors
Colorado
$742K +$13.9K +504 +2%
CCA
1527
Childress Capital Advisors
Texas
$740K +$165K +6,002 +31%
CCB
1528
Country Club Bank
Missouri
$739K -$517K -18,775 -42%
FCM
1529
Firestone Capital Management
Florida
$739K +$282K +10,218 +67%
PFA
1530
Presper Financial Architects
Ohio
$738K +$703K +25,499 New
FOFP
1531
Fee-Only Financial Planning
South Carolina
$737K – – –
MJRIC
1532
Mogy Joel R Investment Counsel
California
$736K +$12.8K +464 +2%
MFG
1533
Magnus Financial Group
New York
$732K -$55.9K -2,029 -7%
MSWM
1534
McGlone Suttner Wealth Management
Wisconsin
$732K +$38.5K +1,398 +6%
SC
1535
Schubert & Co
Texas
$731K +$11.7K +425 +2%
MWA
1536
Midland Wealth Advisors
Illinois
$731K -$212K -7,687 -23%
LWANC
1537
Laurel Wealth Advisors (North Carolina)
North Carolina
$730K +$1.29K +47 +0.2%
WEG
1538
World Equity Group
Illinois
$729K +$285K +10,330 +70%
GWM
1539
Gibbs Wealth Management
Georgia
$729K +$139K +5,039 +25%
FPCG
1540
Forum Private Client Group
Indiana
$727K – – –
AF
1541
AGP Franklin
Tennessee
$725K -$16.6K -602 -2%
RAM
1542
Readystate Asset Management
Illinois
$725K +$690K +25,048 New
PA
1543
Prossimo Advisors
California
$724K -$101K -3,652 -13%
WH
1544
Willner & Heller
California
$724K +$8.19K +297 +1%
AWS
1545
Arkfeld Wealth Strategies
Nebraska
$723K +$32.5K +1,178 +5%
CAI
1546
Capital Advisors Inc
Oklahoma
$721K +$158K +5,740 +30%
ARG
1547
Advisory Resource Group
Oklahoma
$721K -$36.6K -1,329 -5%
IPW
1548
Impact Partnership Wealth
Georgia
$720K -$200K -7,266 -23%
PWM
1549
Partnership Wealth Management
Maryland
$719K – – –
CWP
1550
Cyndeo Wealth Partners
Florida
$716K -$150K -5,430 -18%
60 61
62
63 64