T icon

AT&T
T

Name Holding Trade Value Shares
Change 		Change in
Stake
NDSI
1801
Newman Dignan & Sheerar Inc
Rhode Island
$552K -$148K -6,526 -20%
GSWM
1802
Golden State Wealth Management
California
$551K -$15.1K -666 -3%
EWM
1803
EPG Wealth Management
Georgia
$550K +$3.73K +164 +0.7%
PP
1804
PDS Planning
Ohio
$549K -$3.16K -139 -0.5%
SP
1805
Successful Portfolios
Florida
$549K +$11.3K +497 +2%
QSS
1806
Quantitative Systematic Strategies
Florida
$549K +$120K +5,275 +26%
CT
1807
Clearstead Trust
Maine
$548K -$124K -5,461 -27%
WDG
1808
Wealth Dimensions Group
Ohio
$548K -$29.7K -1,305 -5%
EI
1809
Ellevest Inc
New York
$548K +$116K +5,104 +25%
AMCA
1810
Arthur M. Cohen & Associates
Illinois
$547K -$39.2K -1,722 -6%
CCWA
1811
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$546K +$81.8K +3,598 +17%
SEIA
1812
Signature Estate & Investment Advisors
California
$545K -$501K -22,022 -47%
MPW
1813
Monterey Private Wealth
California
$545K +$238K +10,445 +71%
MCP
1814
Mirador Capital Partners
California
$542K -$2.82M -123,951 -83%
LIA
1815
LBMC Investment Advisors
Tennessee
$542K +$115K +5,040 +25%
CTFG
1816
Capstone Triton Financial Group
Oklahoma
$541K -$577K -25,350 -50%
LNWTC
1817
Laird Norton Wetherby Trust Company
Washington
$541K -$43.6K -1,916 -7%
AIA
1818
AIMZ Investment Advisors
California
$540K – – –
TFGT
1819
TS Financial Group (TSFG)
Illinois
$540K +$15.7K +691 +3%
AIP
1820
Ahrens Investment Partners
Louisiana
$537K -$154K -6,755 -21%
BBNA
1821
Bremer Bank National Association
Minnesota
$537K +$15.1K +664 +3%
RPWA
1822
Regent Peak Wealth Advisors
Georgia
$537K +$188K +8,246 +48%
ECM
1823
Exchange Capital Management
Michigan
$536K -$37K -1,626 -6%
SAM
1824
Sabadell Asset Management
Spain
$535K +$560K +24,614 New
CICI
1825
Capital Investment Counsel Inc
North Carolina
$535K -$13.4K -590 -2%
71 72
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