We are live on ! Find out more
T icon

AT&T
T

Name Holding Trade Value Shares
Change 		Change in
Stake
AFP
2026
Arnold Financial Planning
Iowa
$272K +$326K +13,116 New
CWWM
2027
Clear Wave Wealth Management
New Jersey
$271K -$9.71K -391 -3%
GWAG
2028
Garrett Wealth Advisory Group
Texas
$271K +$19.3K +779 +6%
PWMG
2029
Prestige Wealth Management Group
New Jersey
$271K -$45.2K -1,820 -12%
ML
2030
Mayport LLC
Massachusetts
$271K +$16.7K +672 +5%
GWMR
2031
GC Wealth Management RIA
Massachusetts
$271K -$124K -4,981 -28%
NF
2032
Napier Financial
Massachusetts
$271K +$6.68K +269 +2%
CWM
2033
Connecticut Wealth Management
Connecticut
$270K -$372 -15 -0.1%
GWP
2034
Gen-Wealth Partners
Michigan
$270K -$13.8K -556 -4%
MLFP
2035
MPS Loria Financial Planners
Illinois
$269K -$14.8K -598 -4%
SAA
2036
Southeast Asset Advisors
Georgia
$268K -$24.6K -992 -7%
HCM
2037
Hengehold Capital Management
Ohio
$268K +$7.84K +316 +3%
PIMG
2038
Patriot Investment Management Group
Tennessee
$268K +$99 +4 +0%
MAG
2039
Meadowbrook Advisors Group
New Jersey
$268K -$17.5K -704 -5%
KLWA
2040
Kelly Lawrence W & Associates
California
$268K – – –
CPA
2041
Cardiff Park Advisors
California
$267K -$17.3K -695 -5%
GWM
2042
GSB Wealth Management
Connecticut
$267K -$2.36K -95 -0.7%
RSWM
2043
Robertson Stephens Wealth Management
California
$267K -$101K -4,077 -24%
NAMM
2044
NorthStar Asset Management (Massachusetts)
Massachusetts
$267K +$4.17K +168 +1%
RF
2045
RHS Financial
California
$267K -$32.5K -1,310 -9%
BMWS
2046
Brady Martz Wealth Solutions
North Dakota
$267K -$12.1K -486 -4%
SPA
2047
Shore Point Advisors
New Jersey
$266K -$3.03K -122 -0.9%
RPWA
2048
Regent Peak Wealth Advisors
Georgia
$266K -$16.1K -648 -5%
APW
2049
Aurora Private Wealth
New Jersey
$265K -$60.8K -2,448 -16%
RFA
2050
Resurgent Financial Advisors
Georgia
$265K -$189K -7,632 -37%
80 81
82
83 84