We are live on ! Find out more
T icon

AT&T
T

Name Holding Trade Value Shares
Change 		Change in
Stake
OPPS
2076
Obsidian Personal Planning Solutions
Maryland
$266K +$7.27K +323 +3%
PWM
2077
Paulson Wealth Management
Illinois
$266K -$21.6K -960 -8%
SFG
2078
Sather Financial Group
Texas
$266K – – –
HFS
2079
Horizon Financial Services
North Carolina
$266K – – –
B
2080
Bailard
California
$266K -$3.2K -142 -1%
COFSG
2081
Carbahal Olsen Financial Services Group
California
$265K +$262K +11,621 New
YCG
2082
Yeomans Consulting Group
Georgia
$264K -$13.9K -616 -5%
DA
2083
Dover Advisors
Virginia
$264K – – –
WCFA
2084
Walkner Condon Financial Advisors
Wisconsin
$264K +$4.88K +217 +2%
M
2085
MOTCO
Texas
$263K -$52.6K -2,336 -17%
GWM
2086
Greenwich Wealth Management
Connecticut
$263K +$260K +11,542 New
LGA
2087
Lebenthal Global Advisors
New York
$263K -$22.5K -1,000 -8%
MIC
2088
Means Investment Company
Maine
$262K +$203 +9 +0.1%
WEG
2089
World Equity Group
Illinois
$262K +$26.3K +1,168 +11%
UOTTAIMCU
2090
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$262K +$259K +11,514 New
DTC
2091
Davidson Trust Company
Washington
$262K +$14.2K +630 +6%
OCBCO
2092
Oversea-Chinese Banking Corp (OCBC)
Singapore
$262K +$2.68K +119 +1%
PPH
2093
Pure Portfolios Holdings
Oregon
$261K +$135 +6 +0.1%
RWM
2094
Rockline Wealth Management
New York
$261K – – –
KFG
2095
Kelly Financial Group
Connecticut
$261K +$258K +11,450 New
EB
2096
Exchange Bank
California
$260K – – –
KA
2097
Klingman & Associates
New York
$260K – – –
FAT
2098
First American Trust
California
$259K -$87K -3,868 -25%
RBWA
2099
RFG - Bristol Wealth Advisors
Massachusetts
$259K +$256K +11,355 New
GP
2100
Guardian Partners
Canada
$259K +$262K +11,655 New
82 83
84
85 86