We are live on ! Find out more
T icon

AT&T
T

Name Holding Trade Value Shares
Change 		Change in
Stake
WDL
1901
Well Done LLC
Michigan
$209K +$192K +6,513 New
MIS
1902
Morningstar Investment Services
Illinois
$208K -$33.9K -1,150 -15%
FBFS
1903
First Business Financial Services
Wisconsin
$208K +$192K +6,492 New
NA
1904
Nottingham Advisors
New York
$207K -$15.6K -529 -8%
G
1905
GenTrust
Florida
$207K +$190K +6,432 New
PCM
1906
Penserra Capital Management
California
$205K -$621K -21,056 -77%
EGA
1907
Eagle Global Advisors
Texas
$205K +$188K +6,382 New
SHJ
1908
Sharkey, Howes & Javer
Colorado
$202K – – –
SIC
1909
SFE Investment Counsel
California
$202K +$5.31K +180 +3%
MIM
1910
Midwest Investment Management
Ohio
$202K +$186K +6,318 New
AMM
1911
American Money Management
California
$201K +$148 +5 +0.1%
WCM
1912
Wedge Capital Management
North Carolina
$201K +$184K +6,251 New
PCP
1913
Proficio Capital Partners
Massachusetts
$200K +$92.6K +3,139 +102%
RPG
1914
Risk Paradigm Group
Texas
$199K -$397K -13,468 -68%
IDBONY
1915
Israel Discount Bank of New York
New York
$196K +$180K +6,090 New
TCM
1916
Tradewinds Capital Management
Washington
$195K -$91.4K -3,097 -34%
AIM
1917
Assured Investment Management
New York
$193K +$177K +5,998 New
SC
1918
SRB Corp
Massachusetts
$191K +$27.1K +917 +18%
JFA
1919
JNBA Financial Advisors
Minnesota
$186K -$2.59M -87,626 -94%
FMP
1920
Financial Management Professionals
Texas
$186K +$177 +6 +0.1%
LA
1921
Legacy Advisors
Pennsylvania
$186K +$172K +5,816 New
DPA
1922
Delphi Private Advisors
California
$181K -$7.73K -262 -4%
NCM
1923
New Capital Management
Texas
$176K +$162K +5,489 New
LWM
1924
Lenox Wealth Management
Ohio
$174K +$2.54K +86 +2%
BL
1925
Balentine LLC
Georgia
$173K +$2.92K +99 +2%
75 76
77
78 79