We are live on ! Find out more
T icon

AT&T
T

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1801
MBA Advisors
Pennsylvania
$350K +$17.9K +722 +4%
AFWM
1802
Arta Finance Wealth Management
California
$349K -$7.22K -291 -2%
IA
1803
IFC Advisors
California
$348K +$151K +6,102 +57%
RWP
1804
Revolve Wealth Partners
New Jersey
$348K -$36.6K -1,475 -8%
SWASL
1805
Spartan Wealth Advisory Services LLC
Michigan
$348K +$17K +686 +4%
NECFA
1806
New England Capital Financial Advisors
Connecticut
$347K +$50.2K +2,021 +14%
GIA
1807
GHP Investment Advisors
Colorado
$347K -$60.5K -2,436 -13%
XWL
1808
XXI Wealth LLC
Illinois
$346K -$28.8K -1,160 -6%
PPP
1809
Prism Planning Partners
Illinois
$346K +$68.9K +2,778 +20%
FOA
1810
Five Oceans Advisors
California
$345K -$7.17K -289 -2%
BHWM
1811
Beaird Harris Wealth Management
Texas
$345K +$30.5K +1,228 +8%
APW
1812
Allied Private Wealth
Florida
$344K +$404K +16,297 New
LC
1813
Lawood & Co
Pennsylvania
$344K -$8.74K -352 -2%
FA
1814
Freestate Advisors
Kansas
$344K +$149 +6 +0%
TPWM
1815
Twelve Points Wealth Management
Massachusetts
$344K +$69.3K +2,792 +20%
CPG
1816
Cornerstone Planning Group
New Jersey
$343K -$14.2K -574 -4%
TFA
1817
Transamerica Financial Advisors
Florida
$343K -$36.3K -1,464 -8%
BWM
1818
Buska Wealth Management
Wisconsin
$343K +$5.16K +208 +1%
HP
1819
Hilltop Partners
Indiana
$343K +$50 +2 +0%
IPW
1820
Inlet Private Wealth
Florida
$342K +$129K +5,200 +46%
LFS
1821
Lighthouse Financial Services
California
$342K +$15.5K +625 +4%
WF
1822
WealthPoint Financial
North Carolina
$342K +$40.6K +1,636 +11%
DWM
1823
Destination Wealth Management
California
$342K -$140K -5,623 -25%
CBT
1824
Central Bank & Trust
Kentucky
$341K +$33.5K +1,350 +9%
IASG
1825
Investment Advisory Services Group
Florida
$341K +$409K +16,486 New
71 72
73
74 75