We are live on ! Find out more
T icon

AT&T
T

Name Holding Trade Value Shares
Change 		Change in
Stake
BMM
2026
Berkshire Money Management
Massachusetts
$316K +$25 +1 +0%
NP
2027
NorthRock Partners
Minnesota
$316K +$82.6K +3,290 +34%
DCM
2028
Driehaus Capital Management
Illinois
$315K -$56.6K -2,255 -15%
CAL
2029
Capital Analysts LLC
Pennsylvania
$315K +$40.3K +1,604 +14%
WC
2030
Weil Company
California
$314K +$979 +39 +0.3%
KFA
2031
Kabarec Financial Advisors
Illinois
$314K +$35.1K +1,398 +12%
HCM
2032
Highlander Capital Management
New Jersey
$314K +$35.2K +1,401 +12%
GAM
2033
Gould Asset Management
California
$311K +$49.8K +1,983 +18%
SWP
2034
Strategic Wealth Partners
Ohio
$311K +$94.8K +3,776 +42%
NCM
2035
Noesis Capital Mangement
Florida
$310K -$65.7K -2,617 -17%
TVWM
2036
Tower View Wealth Management
Wisconsin
$310K -$7.81K -311 -2%
RHJA
2037
Rice Hall James & Associates
California
$310K +$31.5K +1,256 +11%
TCM
2038
Towercrest Capital Management
Pennsylvania
$309K +$319K +12,724 New
SFFS
2039
Stonehage Fleming Financial Services
Jersey
$308K +$319K +12,698 New
GTAM
2040
Global Trust Asset Management
Florida
$306K +$34.5K +1,376 +12%
GWS
2041
Glassman Wealth Services
Virginia
$305K -$364K -14,518 -54%
HS
2042
HighVista Strategies
Massachusetts
$305K +$316K +12,578 New
SFC
2043
SYM Financial Corp
Indiana
$304K -$111K -4,429 -26%
KSA
2044
Ken Stern & Associates
California
$303K +$15.1K +603 +5%
FAM
2045
Flaharty Asset Management
Florida
$303K +$314K +12,491 New
NEAM
2046
New England Asset Management
Connecticut
$302K +$200K +7,959 +178%
MCM
2047
McMillion Capital Management
North Carolina
$300K +$25.4K +1,011 +9%
FM
2048
Forward Management
California
$300K +$311K +12,391 New
MIS
2049
Morningstar Investment Services
Illinois
$299K -$33.6K -1,339 -10%
TFF
2050
The Family Firm
Maryland
$294K +$56.3K +2,243 +23%
80 81
82
83 84