We are live on ! Find out more
T icon

AT&T
T

Name Holding Trade Value Shares
Change 		Change in
Stake
HDIM
2026
Hanson & Doremus Investment Management
Vermont
$375K +$32.2K +1,205 +10%
ORC
2027
O'Rourke & Company
Massachusetts
$375K -$1.42K -53 -0.4%
PIMG
2028
Patriot Investment Management Group
Tennessee
$375K -$28.4K -1,062 -8%
PWM
2029
Palumbo Wealth Management
New York
$375K +$8.26K +309 +2%
KLWA
2030
Kelly Lawrence W & Associates
California
$375K -$138K -5,181 -29%
PWA
2031
PCG Wealth Advisors
Kansas
$375K -$18.9K -706 -5%
LFIA
2032
Legacy Financial Independent Advisors
Kentucky
$374K +$344K +12,895 New
SRC
2033
Sage Rhino Capital
California
$372K +$347 +13 +0.1%
GIPW
2034
Granite Islands Private Wealth
Connecticut
$371K +$44.1K +1,652 +15%
RFP
2035
Root Financial Partners
California
$371K +$44.1K +1,650 +15%
IA
2036
Inspire Advisors
Idaho
$371K +$121K +4,513 +54%
NF
2037
Napier Financial
Massachusetts
$371K +$2.14K +80 +0.6%
FGWP
2038
Founders Grove Wealth Partners
Virginia
$371K +$83.6K +3,129 +32%
SCM
2039
Steele Capital Management
Iowa
$371K -$37.2K -1,391 -10%
USB
2040
Union Savings Bank
Connecticut
$370K -$46.9K -1,754 -12%
PAG
2041
Poinciana Advisors Group
Florida
$370K – – –
MMHP
2042
Murphy Middleton Hinkle & Parker
Georgia
$370K +$341K +12,748 New
IF
2043
IRON Financial
Illinois
$369K -$693K -25,940 -67%
NAMM
2044
NorthStar Asset Management (Massachusetts)
Massachusetts
$369K – – –
QFW
2045
QTR Family Wealth
Florida
$368K – – –
OAM
2046
Oak Asset Management
California
$368K -$11.4K -425 -3%
CAM
2047
Costello Asset Management
Pennsylvania
$367K +$1.87K +70 +0.6%
OC
2048
Oarsman Capital
Wisconsin
$367K -$72.7K -2,721 -18%
WWM
2049
Walser Wealth Management
Florida
$367K +$32.9K +1,230 +11%
HCM
2050
Hengehold Capital Management
Ohio
$366K +$5.05K +189 +2%
80 81
82
83 84