We are live on ! Find out more
T icon

AT&T
T

Name Holding Trade Value Shares
Change 		Change in
Stake
VP
1976
Verum Partners
North Carolina
$404K +$23.7K +859 +7%
SL
1977
Sentinus LLC
Illinois
$403K +$42.2K +1,531 +12%
SAA
1978
Southeast Asset Advisors
Georgia
$403K +$193 +7 +0.1%
SMF
1979
Scott Marsh Financial
Utah
$402K +$383K +13,906 New
HFS
1980
Heritage Financial Services
Massachusetts
$402K +$100K +3,640 +35%
DJYG
1981
David J. Yvars Group
Florida
$402K +$10.3K +372 +3%
CPWM
1982
Cypress Point Wealth Management
Texas
$401K +$382K +13,871 New
WCM
1983
Whitener Capital Management
North Carolina
$401K -$413 -15 -0.1%
FA
1984
FDx Advisors
Illinois
$401K -$56K -2,032 -13%
GWM
1985
GSB Wealth Management
Connecticut
$399K – – –
CSI
1986
Cross Staff Investments
New York
$399K +$28 +1 +0%
RWB
1987
RMR Wealth Builders
New Jersey
$399K +$31.4K +1,140 +9%
RP
1988
Rowlandmiller & Partners
Georgia
$398K – – –
SFC
1989
Strategic Financial Concepts
Texas
$398K -$521K -18,892 -56%
WP
1990
WealthPLAN Partners
Nebraska
$397K +$12.5K +455 +3%
OHWP
1991
Oak Harbor Wealth Partners
North Carolina
$397K – – –
WAM
1992
Worth Asset Management
Texas
$396K -$1.79M -65,036 -83%
USWIA
1993
UP Strategic Wealth Investment Advisors
Pennsylvania
$396K -$57.4K -2,082 -13%
AFGAS
1994
Allegiance Financial Group Advisory Services
Virginia
$396K +$5.92K +215 +2%
DWP
1995
Destiny Wealth Partners
Florida
$395K +$45.7K +1,658 +14%
ACM
1996
Aljian Capital Management
Nevada
$395K -$46.7K -1,695 -11%
TSMHT
1997
Thurston Springer Miller Herd & Titak
Indiana
$394K +$39K +1,416 +12%
IP
1998
Intellectus Partners
California
$393K -$19.6K -711 -5%
CS
1999
Cannell & Spears
New York
$392K +$21.2K +768 +6%
SM
2000
Sweeney & Michel
California
$392K -$24.3K -881 -6%
78 79
80
81 82