T icon

AT&T
T

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1801
Prosperity Wealth Management
California
$308K +$300K +16,750 New
GWP
1802
Gateway Wealth Partners
Wisconsin
$308K +$300K +16,749 New
AIA
1803
AIMZ Investment Advisors
California
$308K – – –
PWM
1804
Paulson Wealth Management
Illinois
$307K +$7.54K +421 +3%
BFO
1805
Boston Family Office
Massachusetts
$307K -$27.6K -1,540 -8%
MIM
1806
Moseley Investment Management
Florida
$306K +$42.1K +2,354 +16%
MSWM
1807
McGlone Suttner Wealth Management
Wisconsin
$306K +$298K +16,635 New
BWM
1808
Bulltick Wealth Management
Florida
$306K -$823 -46 -0.3%
IIA
1809
IPG Investment Advisors
California
$305K -$43.2K -2,411 -13%
DCM
1810
DGS Capital Management
New Jersey
$305K +$92.3K +5,155 +45%
FCM
1811
Firestone Capital Management
Florida
$305K +$770 +43 +0.3%
BCP
1812
Berkeley Capital Partners
Georgia
$304K -$7.77K -434 -3%
DWM
1813
Darwin Wealth Management
Florida
$304K -$19.1K -1,068 -6%
IAG
1814
Investment Advisory Group
Massachusetts
$304K +$8.56K +478 +3%
GFS
1815
GYL Financial Synergies
Connecticut
$303K +$35.1K +1,962 +14%
KTC
1816
Kistler-Tiffany Companies
Pennsylvania
$303K +$49.7K +2,775 +20%
VHAM
1817
Van Hulzen Asset Management
California
$303K -$8K -447 -3%
TF
1818
TimeScale Financial
Massachusetts
$303K – – –
CRC
1819
Curi RMB Capital
Illinois
$303K -$35.1K -1,959 -11%
RHDIC
1820
R.H. Dinel Investment Counsel
California
$302K – – –
MIC
1821
Means Investment Company
Maine
$302K +$734 +41 +0.3%
PWMG
1822
Prestige Wealth Management Group
New Jersey
$301K -$10.7K -599 -4%
IWA
1823
Inspirion Wealth Advisors
Illinois
$301K -$5.87K -328 -2%
MPW
1824
MGO Private Wealth
California
$300K -$114K -6,391 -28%
EWA
1825
EverSource Wealth Advisors
Alabama
$299K +$87.1K +4,864 +43%
71 72
73
74 75