We are live on ! Find out more
T icon

AT&T
T

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1951
Shakespeare Wealth Management
Wisconsin
$488K – – –
LSPW
1952
Lake Street Private Wealth
Illinois
$488K +$23.8K +1,077 +5%
BFG
1953
Berger Financial Group
Minnesota
$488K +$136K +6,150 +40%
P
1954
&Partners
Tennessee
$486K -$146K -6,606 -24%
LCM
1955
Liberty Capital Management
Michigan
$486K – – –
HWMG
1956
Hurlow Wealth Management Group
Indiana
$486K +$44 +2 +0%
MWM
1957
Maltin Wealth Management
New Jersey
$486K +$160K +7,256 +52%
MWA
1958
Meridian Wealth Advisors
Texas
$483K -$1.37K -62 -0.3%
LI
1959
Lafayette Investments
Maryland
$482K +$8.78K +397 +2%
WC
1960
Whitney & Co
New York
$481K -$3.25K -147 -0.7%
PGIM
1961
Pacific Global Investment Management
California
$480K -$49.2K -2,224 -10%
WA
1962
Winfield Associates
Ohio
$480K +$30.4K +1,376 +7%
SFG
1963
Sather Financial Group
Texas
$479K -$102K -4,634 -18%
SW
1964
SlateStone Wealth
Florida
$478K -$36.3K -1,643 -7%
SC
1965
Saybrook Capital
North Carolina
$476K – – –
CWA
1966
Clearview Wealth Advisors
Oregon
$473K +$33.1K +1,499 +8%
BWM
1967
Baystate Wealth Management
Massachusetts
$469K +$140K +6,330 +45%
HCM
1968
Harvey Capital Management
Florida
$467K -$4.01M -181,339 -90%
SJIM
1969
St. Johns Investment Management
Florida
$467K +$13.2K +599 +3%
BFPW
1970
BOK Financial Private Wealth
Colorado
$466K +$109K +4,922 +32%
APC
1971
Aspire Private Capital
North Carolina
$462K -$300K -13,558 -40%
SFO
1972
Standard Family Office
South Dakota
$461K – – –
CCA
1973
Column Capital Advisors
Indiana
$460K +$130K +5,873 +41%
EI
1974
Ellevest Inc
New York
$460K +$139K +6,306 +46%
CT
1975
Clearstead Trust
Maine
$457K -$131K -5,903 -23%
77 78
79
80 81