We are live on ! Find out more
T icon

AT&T
T

Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
1701
Formidable Asset Management
Ohio
$578K – – –
HIA
1702
Harbor Investment Advisory
Maryland
$578K +$39.7K +1,442 +8%
FPL
1703
Fortress Private Ledger
North Carolina
$577K -$43.2K -1,567 -7%
FP
1704
Financial Perspectives
Minnesota
$574K -$9.07K -329 -2%
RFA
1705
ROI Financial Advisors
Oregon
$574K +$546K +19,826 New
QP
1706
Quilter Plc
United Kingdom
$574K -$2.56K -93 -0.5%
QC
1707
Quent Capital
New York
$573K +$56.6K +2,053 +12%
WW
1708
Waterfront Wealth
Kansas
$572K +$44.1K +1,601 +9%
IFS
1709
Ifrah Financial Services
Arkansas
$572K -$4.33K -157 -0.8%
VCM
1710
Virtue Capital Management
Tennessee
$571K -$161K -5,856 -23%
GWA
1711
Gibson Wealth Advisors
Texas
$570K +$82.7K +3,000 +18%
SWA
1712
SOA Wealth Advisors
New York
$569K +$2.23K +81 +0.4%
MQWP
1713
Morey & Quinn Wealth Partners
Nebraska
$569K -$1.71K -62 -0.3%
PJWM
1714
Philip James Wealth Mangement
Georgia
$569K +$17K +616 +3%
MCWS
1715
McKinley Carter Wealth Services
West Virginia
$568K -$15.6K -565 -3%
BFA
1716
Bragg Financial Advisors
North Carolina
$568K +$2.01K +73 +0.4%
HCMG
1717
Howard Capital Management Group
California
$568K – – –
RWP
1718
Ridgecrest Wealth Partners
California
$567K -$6.06K -220 -1%
TFCP
1719
Twin Focus Capital Partners
Massachusetts
$565K – – –
WP
1720
Westmount Partners
California
$564K -$57.8K -2,099 -10%
WIC
1721
Wilkins Investment Counsel
Massachusetts
$564K -$57.5K -2,088 -10%
AWP
1722
Axis Wealth Partners
Rhode Island
$564K -$34.5K -1,253 -6%
BSTWA
1723
Blake Schutter Theil Wealth Advisors
Ohio
$563K -$5.51K -200 -1%
CFA
1724
CWS Financial Advisors
Michigan
$562K -$15.4K -560 -3%
AWA
1725
Acorn Wealth Advisors
Michigan
$562K -$34.9K -1,265 -6%
67 68
69
70 71