T icon

AT&T
T

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1826
Allstate Corporation
Illinois
$264K -$118K -6,955 -30%
TA
1827
TruWealth Advisors
Louisiana
$263K -$4.94K -290 -2%
TGAM
1828
TBH Global Asset Management
Tennessee
$263K +$30.4K +1,787 +12%
MIC
1829
Means Investment Company
Maine
$263K +$766 +45 +0.3%
SWM
1830
Selective Wealth Management
Virginia
$262K +$293K +17,185 New
CICI
1831
Capital Investment Counsel Inc
North Carolina
$262K +$11.5K +676 +4%
PWM
1832
Paulson Wealth Management
Illinois
$262K -$3.22K -189 -1%
RHDIC
1833
R.H. Dinel Investment Counsel
California
$261K – – –
RC
1834
Roundview Capital
New Jersey
$261K -$12K -705 -4%
SFG
1835
Socha Financial Group
New York
$260K +$28K +1,645 +11%
MLFP
1836
MPS Loria Financial Planners
Illinois
$260K -$6.46K -379 -2%
RF
1837
Rollins Financial
Georgia
$259K -$412K -24,210 -60%
RA
1838
Ruggaard & Associates
Ohio
$259K -$3.41K -200 -1%
MA
1839
MJP Associates
Connecticut
$258K +$28.4K +1,668 +12%
BIAS
1840
Beacon Investment Advisory Services
New Jersey
$258K +$2.23K +131 +0.8%
PSB
1841
Piscataqua Savings Bank
New Hampshire
$257K -$749 -44 -0.3%
IP
1842
Intellectus Partners
California
$256K +$29.7K +1,742 +12%
SL
1843
Sentinus LLC
Illinois
$255K -$13.2K -773 -5%
EAM
1844
EdenTree Asset Management
United Kingdom
$255K +$273K +16,000 New
CWM
1845
Curi Wealth Management
North Carolina
$255K +$1.6K +94 +0.6%
CFSG
1846
Clark Financial Services Group
Missouri
$255K +$18.2K +1,071 +7%
PWM
1847
Purus Wealth Management
California
$254K +$3.93K +231 +1%
WPP
1848
Whalerock Point Partners
Rhode Island
$252K +$17K +996 +7%
XT
1849
XTX Topco
Cayman Islands
$251K -$289K -16,960 -52%
CFFP
1850
Center for Financial Planning
Michigan
$251K -$18.2K -1,068 -6%
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