We are live on ! Find out more
T icon

AT&T
T

Name Holding Trade Value Shares
Change 		Change in
Stake
KLCM
2026
KG&L Capital Management
Louisiana
$200K -$11.6K -678 -6%
BIG
2027
Builder Investment Group
Georgia
$199K – – –
TW
2028
Towerpoint Wealth
California
$199K -$401K -23,472 -68%
DSC
2029
Duncker Streett & Co
Missouri
$198K +$4.2K +246 +2%
AI
2030
Accredited Investors
Minnesota
$198K -$1.47K -86 -0.8%
FNWA
2031
Financial Network Wealth Advisors
Utah
$197K -$8.85K -518 -4%
RCA
2032
Resonant Capital Advisors
Wisconsin
$197K -$58.3K -3,414 -23%
CWM
2033
Connecticut Wealth Management
Connecticut
$196K -$178K -10,441 -48%
AWM
2034
Affinity Wealth Management
Delaware
$196K -$30.8K -1,801 -14%
RWB
2035
RMR Wealth Builders
New Jersey
$196K +$190K +11,153 New
SPG
2036
Strategic Planning Group
Utah
$196K +$17 +1 +0%
WIM
2037
Westside Investment Management
California
$196K +$4.22K +247 +2%
WAM
2038
WealthTrust Asset Management
Florida
$195K -$70.8K -4,147 -27%
LFG
2039
Lockerman Financial Group
California
$195K +$3.55K +208 +2%
LCM
2040
LCM Capital Management
Illinois
$195K -$7.84K -459 -4%
SEIA
2041
Signature Estate & Investment Advisors
California
$195K +$8.88K +520 +5%
PWA
2042
Physician Wealth Advisors
Utah
$195K -$1.4K -82 -0.7%
PCMK
2043
Paragon Capital Management (Kansas)
Kansas
$194K +$8.95K +524 +5%
AHB
2044
Abner Herrman & Brock
New Jersey
$194K – – –
IWA
2045
Inspirion Wealth Advisors
Illinois
$194K -$23.2K -1,357 -11%
HP
2046
HT Partners
Connecticut
$194K -$5.53K -324 -3%
FBB
2047
Fulton Breakefield Broenniman
Maryland
$193K – – –
TAM
2048
TCP Asset Management
Ohio
$193K -$4.25K -249 -2%
WWG
2049
West Wealth Group
California
$193K +$2.19K +128 +1%
WAS
2050
Winch Advisory Services
Wisconsin
$193K +$3.62K +212 +2%
80 81
82
83 84