T icon

AT&T
T

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
2251
Keebeck Wealth Management
Illinois
$218K +$216K +9,589 New
MFT
2252
Moisand Fitzgerald Tamayo
Florida
$218K – – –
TLCM
2253
Twin Lakes Capital Management
California
$218K +$1.64K +73 +0.8%
TAM
2254
TCP Asset Management
Ohio
$217K -$23.2K -1,029 -10%
GWA
2255
GGM Wealth Advisors
Maryland
$217K +$1.3K +58 +0.6%
AF
2256
Arrow Financial
New York
$217K +$6.26K +278 +3%
CWP
2257
Concord Wealth Partners
Virginia
$217K -$129K -5,729 -38%
AA
2258
Acorns Advisers
California
$217K +$215K +9,532 New
HPM
2259
Hoxton Planning & Management
West Virginia
$217K -$143K -6,342 -40%
SOAMC
2260
Spirit of America Management Corp
New York
$216K – – –
HC
2261
Headland Capital
South Carolina
$216K +$214K +9,493 New
NRC
2262
New Republic Capital
North Carolina
$216K +$213K +9,474 New
OPWM
2263
Oxinas Partners Wealth Management
Indiana
$216K -$61.1K -2,716 -22%
HA
2264
Helium Advisors
Washington
$215K +$212K +9,437 New
WAOI
2265
Wealth Advisors of Iowa
Iowa
$214K +$212K +9,417 New
OFG
2266
Opulen Financial Group
Virginia
$214K +$212K +9,415 New
CCC
2267
Compass Capital Corp
Massachusetts
$214K +$212K +9,418 New
HBWM
2268
Hollow Brook Wealth Management
New York
$214K – – –
CPBTD
2269
Central Pacific Bank - Trust Division
Hawaii
$214K -$10.6K -469 -5%
VC
2270
Veery Capital
Delaware
$214K +$211K +9,389 New
FWA
2271
Flagship Wealth Advisors
Massachusetts
$214K +$211K +9,387 New
MBTD
2272
Mechanics Bank - Trust Department
California
$213K -$3.71K -165 -2%
HIA
2273
HTG Investment Advisors
Connecticut
$213K – – –
HWM
2274
Hemington Wealth Management
Virginia
$213K +$21.8K +970 +12%
SIM
2275
Stratos Investment Management
Ohio
$213K +$210K +9,350 New
89 90
91
92 93