T icon

AT&T
T

Name Holding Trade Value Shares
Change 		Change in
Stake
STA
2076
Summit Trail Advisors
New York
$354K -$70.3K -3,090 -16%
FI
2077
Financial Insights
Washington
$354K +$74.6K +3,281 +25%
CWA
2078
Capital Wealth Alliance
Arizona
$353K -$54.7K -2,405 -12%
BCM
2079
Boltwood Capital Management
California
$353K -$4.8K -211 -1%
WIM
2080
Waverton Investment Management
United Kingdom
$352K -$2.34M -102,808 -86%
HWMG
2081
Hurlow Wealth Management Group
Indiana
$352K -$115K -5,067 -24%
RWI
2082
Red Wave Investments
Pennsylvania
$352K -$41.6K -1,827 -10%
VFP
2083
Verus Financial Partners
Virginia
$352K +$8.76K +385 +2%
GC
2084
GFG Capital
Florida
$351K – – –
JWBC
2085
John W. Brooker & Co
California
$350K -$136 -6 -0%
TPW
2086
TL Private Wealth
Texas
$350K +$4.57K +201 +1%
HSWM
2087
Hubbell Strickland Wealth Management
Louisiana
$350K +$8.55K +376 +2%
PCP
2088
Proficio Capital Partners
Massachusetts
$350K +$76.5K +3,364 +26%
THWM
2089
Taylor Hoffman Wealth Management
Virginia
$349K -$45.3K -1,990 -11%
MC
2090
Middleton & Co
Massachusetts
$349K – – –
SNB
2091
Security National Bank
Nebraska
$349K +$1.43K +63 +0.4%
OPCM
2092
Osborne Partners Capital Management
California
$348K -$12.9K -566 -3%
WFPG
2093
Waller Financial Planning Group
Ohio
$348K +$41.6K +1,830 +13%
TA
2094
Tectonic Advisors
Texas
$348K +$64.9K +2,855 +22%
HP
2095
HT Partners
Connecticut
$346K – – –
MF
2096
Manchester Financial
California
$346K +$16.3K +715 +5%
T
2097
TRUADVICE
Florida
$346K +$19.7K +866 +6%
SC
2098
Slow Capital
California
$346K +$28.6K +1,256 +9%
PBC
2099
Pavion Blue Capital
California
$345K +$89.8K +3,948 +33%
AC
2100
AlphaCore Capital
California
$345K +$361K +15,850 New
82 83
84
85 86